ACTUARIAL ASSISTANCE : SELF-INSURED PROGRAMS
Plan Design  Stop Loss 
Retentions  Reserving
Funding

CLAIMS PRACTICES AUDIT : INSURED/SELF-INSURED PROGRAMS

Reporting Settlement
Investigation Litigation Management
Documentation Subrogation 
Reserving

INDUSTRY PROGRAMS :
TRADE ASSOCIATION/PROFESSIONAL ASSOCIATIONS

Feasibility Studies Marketing
Program Design Performance Monitoring 
Specifications

CLAIMS ASSISTANCE : PROPERTY & BUSINESS INCOME

Post-Loss Recovery Plans Final Settlements
Assemble and Present Claim Negotiations

MARKETING

Program Design Negotiate with Proposers
Written Specifications Develop Recommendations
Broker Selection Present Findings
Market Assignment Assist with Implementation
Proposal Analysis

PERFORMANCE AUDIT : SERVICE PROVIDERS

Agents and Brokers Managed Care
Insurers Utilization Review
Third Party Administrators Case Management

RETAINER SERVICES

Specific and Ongoing Ad Hoc Arrangements

RISK MANAGEMENT AUDIT :
PROGRAM REVIEW/ANALYSIS/RECOMMENDATIONS

Administration Claims
Finance Loss Control
Insurance

SECOND OPINION

Reinforce a Decision -Talk Through Ideas

CONTACTS

Jim Marshall, JD, CPCU, ARM
George W. Erickson, JD, CPCU, LLM

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