Adding value in three phases of insurance program delivery

CSI Brokers works closely with clients. We measure our worth as advisors by the trust we build with our clients.We pride ourselves on our ability to integrate with each organization so the managers who hire us deliver the results they desire for their organization. We add value in the three phases of insurance and reward program delivery as follows:

Phase 1: Planning & intelligence

  • Competitive analysis
  • Marketing strategy
  • Actuarial
  • Market evaluation – entry/exit strategies
  • Partnerships, joint ventures, acquisitions
  • Develop pricing models

Phase 2: Product development & improvement

  • Project management
  • Design, develop, implement and monitor insurance programs
  • Provide initial drafts and signature ready versions of contracts and agreements
  • Training
  • Communications copywriting & creative
  • Develop fulfilment materials

Phase 3: Ongoing management & oversight

  • Claims monitoring and assistance
  • Provide policy interpretations and application in unusual situations
  • ‘On-the-line’ claim decisions and consultation
  • Monitor Service standards & complaints
  • Claims management oversight
  • Financial reporting
  • Regulatory reporting
  • Loss prevention
  • Claims audits
  • Compliance support
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