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Sign mutual confidentiality agreement
Designate contact personnel
Identify and collect required data |
Actuarial review of current benefits, prior utilization history, administrative costs, reinsurance specific and aggregate attachment points and demographics
Utilize proprietary model to project future liabilities |
Based on accumulated data, conduct Phase I stress assessment report. Evaluate and communicate results |
Develop and review implementation plans
Negotiate fees with Carriers, TPA’s, Re-insurers, etc.
Secure finances
Develop and draft contracts/documents
Implement the transaction |
Monthly financial review and quarterly reports and analysis over the 36 month period |
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