Consulting & Managed Reserve Operations

We will run it with you, or for you.

Most mid-market carriers do not have a data engineering team waiting for a new platform. They have a chief actuary with too much to certify and a CFO who signs the SOX letter. Engagements start where you are.

How It Works

Productized deliverables, not open-ended hours.

Engagements begin with a reserve sufficiency study on your own data, delivered with full provenance, then continue as a standing validation service that keeps it current.

Deliverables include a monthly carrier risk intelligence brief, reserve sufficiency and IBNR reports, capital adequacy and IRIS surveillance, stress scenarios, and a weekly systemic risk bulletin covering the full domain map. AIPX3 services all forms of reserves.

Engagement path

  • 1. Reserve briefing. Your statutory data through the engine. One meeting, the honest picture.
  • 2. Sufficiency study. Division-level adequacy, social-inflation loading, economic capital view, board-ready.
  • 3. Standing validation. Continuous monitoring, monthly briefs, audit-season support, early-warning escalation.
Deliverables

Productized outputs, each on a fixed cadence.

You buy a deliverable, not a meter running on a consultant's hours. Every output carries provenance and a sample-output label where carrier figures appear.

// MONTHLY

Carrier risk intelligence brief

The fiduciary score, the deficiency and redundancy read, capital coverage, and the month's active signals, in one board-ready document.

// QUARTERLY

Reserve sufficiency & IBNR

Division-level adequacy on your own data, chain-ladder and Bornhuetter-Ferguson, with social-inflation loading by line.

// QUARTERLY

Capital adequacy & IRIS

RBC, BCAR, and the economic-capital view side by side, plus NAIC IRIS ratios with referral-risk flags before the regulator raises them.

// ON EVENT

Stress & portfolio

Anchor stress scenarios, the correlated-tail view across lines, and the ILS or reinsurance relief that offsets it.

// WEEKLY

Systemic risk bulletin

The Risk Wire across the full domain map: what moved, what it touches, and what to watch, with early-warning escalation.

// AUDIT SEASON

Audit & remediation support

Frozen snapshots, source-to-cell provenance packs, and the evidence trail that closes a material weakness on reserve estimation.

Engagement Models

With you, for you, or to hand off.

All you need to start is statutory data or an internal extract. The depth of the engagement is your call.

01 // ENTRY

Reserve briefing

One meeting. Your data through the engine, the honest economic picture next to the regulatory one. No commitment beyond the room.

02 // MANAGED

Standing validation, run for you

We operate continuous validation as a service: monthly briefs, audit-season support, and escalation when a signal crosses a threshold. Your team consumes the output.

03 // EMBEDDED

Co-run, then hand off

We run it alongside your team and credential your bench through the Academy, so the discipline stays in-house when we step back.

Start with the briefing.

Confidential, NDA on request, built from statutory filings or internal data, whichever you can share faster.

Request a Reserve Briefing