Innovative Solutions Tailored
to Your Insurance Business

Let Our Experience Work to
Your Advantage

Drive innovation in underwriting, risk management, and claims processing by leveraging our specialized knowledge and resources for insurance and insuretech firms.

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Where Talent Meets Knowledge, There’s Heitmeyer

Every member of our team has a deep understanding of the unique and increasingly complex business problems that insurance companies are facing. That's why we've developed services and solutions specifically designed for organizations like yours to navigate complexity and drive measurable results.

Knowledge

How We Serve Insurance Companies

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M&A

M&A


M&A Planning​ ​
Product capability​ assessment​​
IT capability​ assessment​ ​ ​
Product conversion​ support​ ​
Op Model

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Transformation

Transformation


Business & Ops​ ​
Core Modernization​ ​
Change Management:​

  • Product Design​
  • Distribution​
  • Underwriting        ​
  • Pricing ​
    conversion   ​
  • Strategy​
  • Customers 
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Underwriting

Underwriting


Straight-Through ​
Processing​​
Referral rules​ ​
Decision modeling​ ​
3rd party integrations​ ​
Automation​​ ​
RPA

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Claims

Claims


Efficiency & Loss Adjustment Expense (LAE)​
Automation​
Digital offerings​ ​
Process ​
improvements​​
Loss Costs​ ​
Third-party​
integrations​ ​
Fraud detection​

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Billing & Service

Billing & Service


Mobile &/or Digital capabilities ​ ​
Payment vendors​ ​
Customer Experience

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Product & Business Strategy

Product & Business Strategy


Pricing segmentation​ ​
Universal Basic Income (UBI) Programs​
3rd party data integrations​ ​
Insurtech partnerships​ ​
Distribution​ ​
Op Model​ ​
Expense Ratio

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Advisory

Advisory


Strategy & Roadmap​
RFI / RFP​
Contract Negotiation

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Management Consulting

Management Consulting


Subject Matter Expertise​
Requirements Elicitation & Management 

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PMO Governance

PMO Governance


Program & Project Management​
PPM Tools/Assets​
Enterprise Deployment 

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Program Change Management

Program Change Management


Communication​
Training​
Documentation

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Test Management

Test Management


Strategy​
Planning​
Reporting​
UAT Execution

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Data Management

Data Management


Data Strategy​
Data Mapping​
Data Conversion​
Analytics and Reporting

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Risk & Compliance

Risk & Compliance


Regulatory & Compliance​
PCRI​
RCSA​
3rd Party Testing​
Control Validation

Discover the Power of Our
Insurance Solutions in Action

A Digital Leap: Reinventing
Client Engagement for a
Global Financial Firm

Heitmeyer helped transform a global asset management firm's client engagement model by digitizing a critical service to deliver scalability and a superior user experience.

Heitmeyer Perspectives: Industry
Insights, Trends and Solutions

Strengthening Financial Stability: The Critical Role of Stress Testing in Banking

Following up on our coverage of Line of Defense management, this in-depth article explores the importance of stress testing in...
Read Full Article about Strengthening Financial Stability: The Critical Role of Stress Testing in Banking

The Critical Role of Operational Excellence (OpEx) in Bank Integration/Mergers

Bank mergers are complex, high-stakes events that can reshape the financial landscape, and their success often hinges on a critical...
Read Full Article about The Critical Role of Operational Excellence (OpEx) in Bank Integration/Mergers

Enhancing Financial Resilience: The Use of Lines of Defense and Control Processes in Banking

In the ever-evolving landscape of banking, financial institutions must navigate a complex array of risks. From market fluctuations to regulatory...
Read Full Article about Enhancing Financial Resilience: The Use of Lines of Defense and Control Processes in Banking

Ready to Grow With Heitmeyer?

Together, we can capitalize on new opportunities and
drive your company toward your vision for the future.