Advice on Tap

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Sometimes you don’t need structured advisory programs or coaching, you need someone that can be available to provide industry context, brainstorm with you, or answer specific questions in a timely manner. Advice on Tap is designed to give you access and answers now.

This program provides the same type of advice and coaching Retained Advisory does, but on a smaller scale. Through 1 hour virtual meetings, phone calls, and email response, clients get a fast answer to immediate question and advice in context, all for a low monthly retainer.

Services include:

  • General advice and research on the Life, Accident and Benefits (LA&B) insurance industry.

  • Guidance and research on the LA&B Insurtech ecosystem, including both incumbent and emerging players.

  • Go-To-Market strategies and tactics for the LA&B Insurtech space.

  • LA&B specific Product Marketing and messaging advice and coaching.

  • Thought leadership content advice and coaching including document review and redlines.

  • Strategic advice on engaging key stakeholders in the LA&B Insurtech industry (e.g., competitors, potential partners, analysts, journalists, etc.)