Engagements

Independent work on insurance claims accounting files and the applications that feed them — scoped to the portfolio you actually run.

Laptop showing charts beside notebooks and coffee

Short engagement · 1–3 weeks

Claims ledger reconciliation review

A focused review of how claims sub-ledgers, suspense accounts, and bank clearings reconcile at period end.

Day-rate or fixed short package

Professional in a suit reviewing papers in an office

Field examination · 3–6 weeks

Outstanding claims reserve examination

File-level examination of case reserves and bulk reserve postings for a defined book of business.

Quote by book and sample size

Person studying analytical charts on a computer screen

Advisory review · 2–5 weeks

Claims application analytics review

A practical review of how your claims applications produce extracts, posting batches, and exception reports used in insurance claims accounting.

Fixed package or day-rate

Calculator and financial paperwork on a wooden desk

On-site and remote fieldwork · 4–8 weeks typical

Claims financial audit

A structured examination of how insurance claims settlements, recoveries, and reserve movements are recorded in your claims accounting books.

Quote by portfolio size and period