Home / Pricing
PricingFixed fees, written up front.
Every engagement starts with a free 20-minute call. You’ll get a written, fixed-fee proposal before any work begins.
Regulatory Strategy & Compliance
For insurers, MGAs, agencies and insurtechs. Start with an assessment; continue only if it’s useful.
Regulatory Readiness Assessment
- Review of complaints, QA, consent and licensing controls
- Market-conduct and carrier-audit exposure map
- Ranked fixes with owners and timelines
- Executive readout for leadership or your board
Compliance Program Build & Oversight
- Complaint-reduction program design and rollout
- Exam and audit preparation
- Producer licensing and downline oversight
- Regulator and carrier inquiry support
AI Strategy & Governance
Three steps. Stop after any one of them.
AI Readiness Snapshot
- Operations and workflow review
- AI Readiness Scorecard
- Top 3 opportunities, ranked
- Rough budget ranges
AI Roadmap & Vendor Match
- Everything in the Snapshot
- Vetted shortlist of 2–4 vendors
- Governance and compliance review
- Contract support
- Implementation-ready roadmap
Implementation & Training
- Rollout project management
- Team training
- Usage and ROI scorecard
- Ongoing advisory access
Strategic advisory
Scoped individually after a confidential conversation, usually as a retainer or milestone-based fee.
Crisis & Turnaround Leadership
Interim leadership and stabilization. Monthly retainer with a defined exit plan.
M&A Transition Support
Diligence and integration, priced per transaction or by milestone.
Major Initiatives & Modernization
Program leadership for system replacements, expansions and launches. Fixed-fee or monthly retainer.
Governance & Pilot Package
- AI use policy
- Procurement strategy
- Pilot design and success criteria
- Training and briefing materials
Hourly Advisory
For a second opinion on a vendor contract, a board presentation, or a regulator response.
Get a written proposal
Book a free 20-minute call. You'll get a candid read on whether, and how, we can help.