Providing business insurance advice and management solutions

Transcription

1 Providing business insurance advice and management solutions

2 Eureka TBIAS is a London based independent consultancy owned by its employees providing business insurance advice and management solutions to corporate risk and insurance managers, brokers and executive directors of insurance companies. TBIAS solutions are designed to achieve optimum results in: Insurance programme management Management of corporate risk and insurance departments Broker selection and performance Captive management performance and governance Benchmarking, standards and surveys Management and governance of insurance businesses TBIAS offers service capabilities in management, governance, insurance, risk management, analytics, data and information management, research and report writing, multi-media marketing and publishing. 2 3

3 Defining Qualities Reliable We do what we say we are going to do when we say we are going to do it Resourceful We make effective and efficient use of resources Innovative We think critically and develop creative solutions Strategic We align our projects to your strategy Capable We possess a wealth of experience and technical competence Supportive We strive to build robust relationships and act as an extension to your team Results-driven We deliver high quality work and excellent results on time and on budget 4 5

4 Why us? We seek to find the most effective and efficient solution, providing advice and support flexibly in the way you need it. We do this by:. acting as an extension to your team following clear and transparent terms of reference working to standard consultancy terms and conditions adhering to strict confidentiality and in accordance with our Company values keeping to fair and straightforward fees based on time sheets and agreed budgets 6 7

5 Our capabilities TBIAS offers service capabilities in management and governance, risk and insurance management, analytics, knowledge and information management, research and report writing, multi-media marketing and publishing. Management and governance. Many projects fail due to poor management and governance discipline. We have made good management our business. Using best practices of project management and management information we stay on top of our assignments and provide customers with advice and support in setting up successful working practices within their businesses. Within our team we have hard and soft management skills. Specialisms include business planning, strategy and target setting, competition and market analysis, change management, workflow, aligning people, processes and technologies, writing policies, processes and procedures, technical specifications, guidelines and training. Projects have included rewriting the risk and insurance terms of reference (service schedule) and establishing the governance framework for insurance businesses to comply with stringent regulations and achieve a credit rating. Risk and insurance Within the team we can draw on experienced and qualified risk and insurance professionals. We possess a broad and detailed knowledge of risk management principles and practices including setting the Risk Management policy, setting the Risk Committee terms of reference and agenda and designing and implementing value added solutions. We have strong technical insurance competence in areas such as setting insurance programme objectives, reviewing and checking policy wordings, aggregate limit and deductible analysis, business interruption methodology, risk engineering and insurance markets. 8 9

6 Our capabilities continued... Analytics Risk and insurance management is data hungry and requires specialist numeracy skills in collecting, collating and merging data sets, creating meaningful exhibits, diagrams, charts and tables that can be reported to show trends and patterns. Our analysts work on insurance values, claims and loss figures and produce claims triangulations, summary reports to explain activities, exposures and loss records. Data sense checking, validation and reporting is carried out to a very high standard to create reliable reports for disclosure purposes, decision making and due diligence. Data and information management Management of information and knowledge enables good decisions. We provide support and advice on record keeping, file management and audit tracking of data such as business activities, exposure analysis reports, insurance policies, risk registers, accountabilities and responsibilities, contracts, service level agreements, fees and costs, disclosure data, insurance submissions and insurance registers. We help with the production of management systems for risk engineering, compliance, business continuity management inter alia. We write stewardship reports to explain for example how decisions were reached and what methodologies were used in providing optimum protection to the customer s business. Research and report writing We produce technical reports and documents that are well structured and contain sound argument. We focus on the overall message as well as pay attention to the detail. We make good use of images, diagrams, illustrations and graphs to lift the content off the page. We produce winning insurance submissions, tender responses and survey reports. Multi-media marketing and publishing We help customers differentiate themselves and achieve their objectives through critical marketing advice and the production of superior marketing materials. We originate copy text, select images, develop branded artwork, lay out pages for web and print and, through disciplined project plans, deliver impactful printed materials and websites. We maintain special relationships with experts in the various facets of graphic design and online web publishing, including search engine optimisation and pass word protected and encrypted websites. In all business we strive to do the right thing and uphold the following seven values: act with professionalism and integrity, put customers first, preserve customer confidentiality and discretion, express our professional opinion even if it challenges conventional wisdom, establish clear terms of engagement, deliver value for money and be accountable for our work

7 Solutions TBIAS is a solutions provider. Each assignment is tackled objectively in the context of your business, your people and your goals. Strategies and plans are critically developed to deliver the right outcome for you. We plan meticulously to encompass clear roles and responsibilities, deliverables, cost estimates and due dates. We report progress against project plans, log and resolve issues arising, submit debrief reports and host review meetings at key milestones. Insurance programme management Management of risk and insurance departments Broker selection and performance management Captive performance management and governance Benchmarking standards and surveys Management insurance businesses 12 13

8 Solutions continued... Insurance programme management Management of risk and insurance departments Broker selection and performance management Captive performance management and governance Benchmarking, standards and surveys Management of insurance businesses Set and achieve your insurance programme objectives and ensure the process is documented and reported. Insurance stewardship reporting Insurance policy checking Insurance marketing submissions Insurance risk mapping Setting renewal objectives Develop the optimum risk and insurance management function with clear terms of reference, policies, processes and procedures, defined roles and responsibilities and robust management reporting. Risk engineering support and advice Claims processes, procedures and guidelines Risk and insurance MI and performance reporting Insurance delivery mechanism Insurance purchasing policy framework Department terms of reference Identify, select and appoint the most appropriate broker, and create and embed a broker performance management framework. Broker performance management Broker tender support Verify and maintain excellent captive performance through captive validation, captive business planning, robust captive governance and performance management. Captive governance and performance management Captive business planning Captive validation Our consultants contribute to and author industry benchmarking surveys and questionnaires. Our analysts transform data sets into meaningful exhibits that enable us to draw conclusions and propose recommendations for publication in well structured reports. We have developed excellent capabilities at writing questions and using the best available technology to conduct questionnaires to solicit useful results, examples include Airmic industry surveys, in-house insurance service satisfaction surveys and compliance audits. Benchmarking surveys Online questionnaires Risk management standards We provide support and advice to the executive management and boards of insurance businesses. Our expertise extends to defining the strategic direction, writing the business plan, setting the governance framework, marketing and producing marketing collateral, reviewing and enhancing the product offering, defining and establishing robust underwriting processes and responding to tenders. Insurance tender response Marketing Product review and enhancement Underwriting process analysis Setting the governance framework Business planning 14 15

9 Service team Charles van Oppen Consultant 2 Chris Valentine Consultant 3 Andy Lister Consultant 4 Alison Biddulph Analyst 5 David Panzetta Analyst 6 Georgina Maynard Consultant 7 Laura Wood Consultant 8 Wayne Freeman Production 9 Dr Peter Vary Publisher 10 Nat Gillett Graphic Design

10 Contact us T: E: W: www. tbias.co.uk TBIAS, The Terrace Suites 604/605, 1 Alie Street, E1 8DE London 18 19

11 TBIAS The Terrace Suites 604/605 1 Alie Street E1 8DE London United Kingdom. E: enquiries@tbias.co.uk W: www. tbias.co.uk