Our Services
We distill decades of specialized actuarial experience into quality solutions for our wonderful partners.
Map Out Where Your Business Is Headed
Forecast future earnings and the dynamics between asset/liability cash flows. Analyze the impact of fluctuating production levels on surplus and RBC to provide clear insights into business decisions. Monitor trends of key performance metrics. Stress test financials and measure performance of liability assumptions.
Continually Optimize Your Offerings
Thoroughly audit, update, and reposition your existing products to enhance their value propositions. Develop new, competitive products tailored to your company’s operations, mission, and distribution channels. Organize agent focus groups to reveal product portfolio and issue process advantages and deficiencies.
Provide Compliance Support
Track changing compliance requirements, partnering with you to understand and implement necessary changes. Develop, update, and file policy forms that comply with state insurance department and Compact regulations. Assist your company with state expansion filings to increase your territory.
File Accurate Reporting
Efficiently prepare NAIC statement exhibits and actuarial workpapers. Submit quarterly and annual statements on behalf of your company using SOVOS filing software, allowing you to focus on core business functions. Conduct comprehensive review of reserves and ensure all statutory minimums and appropriate accounting principles are met.
Introduce Useful Technology
Identify and initiate digital tools to improve internal processes. Collaborate on client-facing marketing materials and agent-facing sales tools—to help increase brand awareness and customer retention.
Contact Us
email@allenbailey.com
6907 N. Capital of Texas Hwy, STE 210
Austin, Texas 78731