Insurance in North America

The next chapter of insurance starts here.

Insurance is changing, and fast

Customer expectations are changing, business models are shifting, and disruption is reshaping the industry every day. Success now depends on rethinking how value is created, delivered, and sustained.

We work side-by-side with carriers, distributors, TPAs, and insurtechs across life, P&C, and reinsurance to design bold strategies, modernize go-to-market approaches, and build capabilities that fuel purposeful, lasting growth.

Where we create growth

Carriers

Carriers need to modernize products, monetize value more dynamically, and redesign distribution to remain competitive.

 

  • Product structuring
  • Omnichannel strategy
  • Digital GTM planning
  • Compensation redesign
  • Distribution strategy

Distributors (Brokers & Agents)

In order to boost productivity and margin, distributors need better sales enablement, smarter marketing, and integrated customer journeys.

 

  • Sales tooling & KPIs
  • Marketing ROI frameworks
  • Customer coverage modules
  • Producer compensation
  • Omnichannel orchestration
  • Digital training

TPAs and claims services

TPAs must improve operational efficiency and service quality by streamlining processes, aligning incentives, and embedding smart technology.

 

  • Pricing & monetization strategies
  • GTM & sales strategies
  • Process optimization
  • KPI-aligned compensation
  • Workflow redesign
  • CRM and sales enablement
  • Digital growth strategy

Insurtech

Insurtechs must scale through monetization innovation, go-to-market clarity, and differentiated, data-driven user experiences. Our Insurtech work is grounded in the same experience we bring to TPAs and claims.

 

  • Pricing & monetization strategies
  • GTM & sales strategies
  • Process optimization
  • KPI-aligned compensation
  • Workflow redesign
  • CRM and sales enablement
  • Digital growth strategy

Private equity

Private equity investors must identify and accelerate value across the insurance ecosystem. We support growth through data-driven diligence, commercial excellence, and post-deal optimization.
 
  • Investment strategy assessment
  • Portfolio company development
  • Opportunity assessment
  • Value creation model office 

What sets us apart?

Our strength lies in seeing the full picture of the entire insurance ecosystem, including carriers, insurtechs, distribution channels, and customer touchpoints. Having held roles across both major insurers and leading consulting firms, our team combines strategic insight, technical expertise, and commercial execution to deliver practical, results-driven solutions that create sustained value. 

Services & capabilities

01

Top-line growth

Packaging and sales strategies that unlock sustainable value across products, markets, and geographies.

02

Marketing and sales excellence

Targeted strategies that sharpen sales management and boost performance.

03

Product & portfolio strategy

Modernizing offerings and portfolios to meet evolving customer needs, enhance profitability, and strengthen competitive advantage.

04

Customer experience

Deep insights into customer behavior to design operations that build stronger loyalty.

Our team

Partner
Chicago, USA
Senior Director
Boston, USA
Director
Chicago, USA
Director
Boston, USA
kylie kieffer headshot image
Kylie Kieffer
Senior Manager
New York, USA