Case Studies
$200M Insurance Portfolio Transition & Advisory
Tatum Consulting identified and facilitated the transition of a multi-state insurance portfolio, securing placement with an A+ rated carrier. Our strategic advisory support ensured a seamless process. Our ongoing services include:
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Relationship management
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Reinsurance advisory
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Strategic program development, underwriting, and growth support
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Experience monitoring and performance optimization
$100M Medical Stop-Loss Underwriting Facility
Tatum Consulting engaged to develop a new product segment and experience monitoring tools. Tatum Consulting delivered key insights and structural support, including:
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Benchmarking & refining actuarial pricing methodologies
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Evaluating and incorporating an AI-driven underwriting tool
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Designing and implementing an experience monitoring dashboard
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Developing a renewal pricing and underwriting strategy
$125M Block Acquisition
Tatum Consulting provided a key role in the acquisition of a medical stop-loss division from an A+ rated carrier.
Our contributions included:
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Evaluation of financial performance, underwriting, and operational support functions
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Review of contracts, distribution agreements, systems, and staffing
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Strategic guidance on restructuring and optimizing ongoing operations
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Recommendations for a targeted growth strategy