Build. Scale. Improve.
For captives, RRGs, MGAs, programs, and agencies: advisory on the three problems that decide whether a structure thrives — underwriting, technology, and the hardest one of all, distribution.
Structures that want to run better.
Captives & RRGs
Underwriting discipline, governance that works, regulatory navigation, and a harder look at capacity — independent advice from someone who has run the full regulatory life of these structures.
MGAs & programs
Appetite and authority design, program re-underwriting, and panel strategy that scales a book without renting growth from the market.
Agencies
Specialization strategy, modern workflow and automation, and distribution economics that keep the margin where it belongs.
This advisory comes from the chair most consultants have never sat in: founding executive and COO of a Vermont-domiciled specialty carrier licensed across 40+ states — distribution built from scratch, a decade of disciplined underwriting, and the alternative-risk architecture underneath it all. More on the approach →
Build, scale, improve.
For captives, RRGs, MGAs, programs, and agencies — advisory on the three problems that decide whether a structure thrives.
Distribution strategy & build
The hardest problem in this business. Selective agency and producer networks designed the way durable ones are actually built — panel architecture and appointment standards, channel and association strategy, and the courting discipline that grows a book without giving away the pen or the margin.
You receive: a distribution architecture and the playbook to execute it — from someone who has built one from scratch.
Underwriting & program advisory
Appetite design, guidelines, authority and referral frameworks, program re-underwriting, and selection discipline — carrier-grade judgment from a decade in the chair where risk is actually priced.
You receive: an underwriting instrument your capacity partners can believe in.
Technology & automation
Modern submission flow, data capture, and automation designed around one rule: technology augments underwriting judgment — it never replaces it. Build-versus-buy decisions, workflow design, and practical AI deployment with an operator's skepticism.
You receive: a roadmap you can actually execute, from an advisor who has built this — not just bought it.
Same rules of the practice: fixed fees, defined scope, no contingent compensation, and conflicts disclosed in writing before they exist.
Start the conversation.
A first call is thirty minutes, costs nothing, and ends with a straight answer about whether there's a fit.
Based in Omaha. Working nationally. Replies within one business day.