Our leadership’s intimate knowledge in the middle-market and mutual insurance sector, supported by our longstanding network of relationships in the mutual community, enable us to offer strategic advisory services to small insurance carriers, risk retention groups (RRGs), captives, and self-insurance groups – services designed to help drive sustainable competitive advantage and profitability. Our services include: business strategy, product strategy, marketing and distribution strategies, and connections with industry partners, vendors and others.

Mutual Underwriters can provide you with strategic planning and business model development to help you achieve your objectives in a timely and cost-effective manner. We’ll assist you with evaluating your position in the marketplace to develop growth strategies for new products and programs, broader agency distribution, and footprint expansion. We’ll perform an in-depth market assessment and competitive analysis to help determine how to best execute a new insurance product offering or program.

Our staff can connect you with strategic partners for greater marketing success and delivery. We’ll help you create a detailed implementation roadmap to manage your new offering and measure progress against relevant metrics.