Consulting for the insurance industry

Who we are

We offer project consulting and business services to the insurance industry to help transform your business, where operational efficiency and digital readiness are required. We are here to help your business succeed.

Consulting

Our consultants work with you to design your processes based on industry standards and your unique business model.  We also specialize in Epic implementations/configurations and after training utilization and reporting.

Project Management

Our project managers help with your technology software implementations as well as help on new digital strategies.  We specialize in BMS (Broker Management Systems) project conversions and implementation.

Training

We provide onsite and remote training sessions for insurance broker software products such as Epic and TAM.

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