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Consulting Services

Overview

Aspen Marketing Resources, a member of the Aspen Management Corporation family of companies, offers the following services in the initial design, market introduction and ongoing management of Limited Benefit Medical Plans and other supplemental and specialty insurance products. It should be noted that we at Aspen place a great deal of emphasis on performing the following functions within the existing corporate culture and operational structure of our client companies. Upon executing a Program Development and Management Agreement, we implement the following plan of action.

Duties and Responsibilities

  • Assist in preliminary discussions to define target markets, solidify product strategies and integrate the product into the existing corporate culture
  • Assist in product design to include core and optional benefits and selection of supplemental and specialty benefits to maximize cross-marketing opportunities and revenue
  • Advise on regulatory filing and compliance issues
  • Assist in the design of initial marketing materials
  • Assist with the development of internal Underwriting, Proposal Development and Enrollment processes
  • Assist in the integration of all new products into the existing customer service process
  • Conduct product familiarization training for Senior Management and Staff " Assist in the initial training of all internal and field Sales and Service personnel. This training includes product training, characteristics of this emerging market niche, overview of current competition, how to introduce the product to current worksite and non-worksite producers, future market trends and cross-marketing strategies and techniques
  • Introduce the product into Aspen's extensive producer network to ensure rapid market penetration
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  • Establish a Market Intelligence Feedback process to ensure an efficient flow of information on product design, rating competitiveness and other market information critical to the successful initial introduction and evolution of the product
  • Assist in the development of large Independent Marketing Organizations (IMOs) for private label/co-branding opportunities
  • Develop opportunities to assume blocks of existing business
  • Assist in the development of other specialty and special risk products to capitalize on cross-marketing opportunities and maximize revenue. This development includes innovative approaches to risk sharing through fronting/reinsurance arrangements that allow for future recapture of ceded business
  • Assist in the long-term management and evolution of the product to ensure maximum revenue and market life span

Summary

This list of proposed tasks can be modified to meeting the specific needs of our client companies. Program Development Fees are based a monthly fee plus direct expenses for the first 24 months or longer if the product development time-frame warrants it. The on-going Program Management Fees can be structured as Managing General Agency fees and are based on a percent of premium.


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