Insights
Analysis, perspectives and practical thinking on insurance, financial services and transformation — grounded in real-world experience and focused on what matters to decision-makers.
CASE STUDIES
STRATEGY & GROWTH
From market validation to implementation
A financial services company which had a product in an adjacent space and wanted to establish whether it could be implemented in the insurance space and what's its go to market strategy would be.
MERGERS & ACQUISITIONS
The acquisition that didn't happen
A private equity fund asked us to test the synergies behind a claims business acquisition. The numbers didn't hold. The fund walked away with its capital intact.
$8.7 million found in idle loss funds
A global specialty carrier's dormant and underutilized claims funds were identified and recovered and put under an operating model that stops them re-accumulating
READ THE CASE STUDY HERE
FINANCE, RISK & COMPLIANE
PERSPECTIVES ~ TECHOLOGY & OPERATIONS
Most claims transformations don't fail for lack of ambition. They fail on the infastructure underneath. What to own, what to partners, and how to architenct the ecosystem.
Modern infrastructure without tomorrow's legacy
COMING NEXT
Strategy & Growth
Market expansion, M&A and distribution strategy, built to be executed.
Finance, Risk & Compliance
Capital efficiency, treasury discipline and regulatory confidence.
Operations & Outsourcing
Underwriting, claims and delegated authority support that scale
Transformation
Operating models and change that hold after we leave.
Technology & Digital Solutions
Vendor-independent system selection, data and automation.
Customer Experience
Policyholder journeys redesigned end to end.
WHAT WE DO
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RD Advisory Group
Independent insurance advisory for insurers, brokers and MGAs
SERVICES
CONTACT
Robert Dewen
robert.dewen@rdagrp.com
+1 802-829-5812