Consulting for Property & Casualty Insurance and Private Equity Firms
Simplify. Strategize. Succeed.
Consulting for Property & Casualty Insurance and Private Equity Firms
Simplify. Strategize. Succeed.
Simplify. Strategize. Succeed.
Simplify. Strategize. Succeed.
Carriers, MGAs, and Insurtechs
Grow your business with our expert strategy services—drive growth, cut costs, and maximize ROI through targeted plans, stakeholder engagement, and advanced AI and analytics solutions for sustainable success.
Carriers and MGAs
Lead vendor selection for modernization initiatives—conducting comprehensive market scans, managing RFI/RFP lifecycles, coordinating vendor demos, and delivering a strategic shortlist aligned to your operational goals.
Private Equity, Carriers, MGAs, and Insurtechs
Gain a clear understanding of industry trends with insurance market assessments, analyzing growth, profitability drivers, risk factors, and emerging product opportunities like telematics and embedded coverage.
Carriers, MGAs, and Insurtechs
Discover how carriers are increasing sales and customer loyalty through innovative digital portals, mobile apps, and insurtech partnerships to provide personalized products and seamless experiences across all channels.
Private Equity, Carriers, MGAs, and Insurtechs
Discover insurtech solutions that can rapidly enhance older core platforms. These solutions are low-risk and can pay for themselves by adopting cloud-native and API-driven technology, and by leveraging third-party tools to enhance operations and outcomes.
Private Equity and Insurtechs
Expert M&A advisory services for Private Equity firms and Insurance Carriers to evaluate the viability of a target leading to due diligence, risk mitigation, post-close integration planning, and strategies to maximize value at exit through financial modeling.
Private Equity and Insurtechs
Refine your go-to-market approach for a clear, impactful launch. Boost adoption with tailored strategies for insurance innovation. We help insurtech companies turn complex solutions into engaging stories, align distribution with networks, and fine-tune market entry. From messaging to deployment, we transform technical breakthroughs into commercial success.
Carriers, MGAs, and Insurtechs
Bridge innovation and customer adoption. We partner with insurtech firms to create strong brand identities, effective messaging, and strategic market positioning. Whether updating systems or launching new solutions, our consulting helps build credibility, target audiences, and secure a unique market position.
Objective, Unbiased Insights Driven by External Expertise: We bring focused, cross-functional expertise to clarify goals and align stakeholders.
Specialized Insurance & InsurTech Domain Knowledge: We help de-risk technology transformation and optimize vendor selection
Accelerated Core System Modernization with Risk Mitigation: We have experience from working with hundreds of insurance carriers to streamline operations and unlock sustainable margin gains.
Customer-Centric Design & Service Improvement: Industry specialists help carriers compete with national brands through digital innovation.
Efficient Operations & Sustainable Change Management: Third-party involvement adds transparency, governance, and credibility.

I have dedicated my career to serving the Property & Casualty Core System Technology industry, driving better outcomes for Carriers and improving the Customer Experience.
Property & Casualty Insurance Technology Executive With more than 35 years of experience at the forefront of Property & Casualty (P&C) insurance technology, Frank Heaps has worked with some of the industry's most influential solution providers—including Duck Creek Technologies, Insurity, and other pioneering platforms—to drive modernization, improve carrier agility, and deliver measurable business outcomes.
Frank brings deep domain knowledge across policy administration, claims management, billing systems, and underwriting solutions, with a hands-on understanding of how technology enables competitive differentiation in today's complex regulatory and consumer landscape. He has guided insurers through multi-phase system transformations, product innovation cycles, and enterprise cloud migrations, ensuring operational excellence and strategic growth.
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