Experience and Expertise

PPI has specialized expertise in business process improvement for the insurance and financial services industries. PPI uses proven methodologies and best practices to assist clients to address challenges around operational efficiency and cost reductions, re-engineering outdated processes, and aligning IT with end-user needs. PPI's focused approach increases project effectiveness and ROI in both small-scale and enterprise-wide projects, producing practical solutions that are guaranteed to improve client operations.

From over 200 projects performed in this sector, PPI has developed broad and deep domain expertise that we apply to all projects, together with an understanding of the industry, the marketplace, and the current trends and pressures affecting our clients.

Opportunities NOT just Findings

PPI does not "blow up" departments and produce findings reports. We efficiently engage the project team to produce optimal productivity opportunities to implement. This is done through an efficient and collaborative "Identify, Review, Vet and Evaluate" process used throughout the engagement.

We approach each engagement with the end goal at the forefront - identify productivity opportunities that you actually implement. Our Filtering Methodologies enable us to quickly identify critical, actionable productivity opportunities. Only the optimal improvements are selected by the client for implementation.

Providing the Support You Need

Projects are not "one size fits all" - we recognize that every organization and initiative has its own set of needs and priorities, and we provide the support you need in order to achieve your business goals.

  • PPI can support strategic initiative leadership with thought generation, facilitate white-boarding sessions, etc.
  • We collaborate with you to find actionable paths to implement your objectives within your timeframe and make sure things work.
  • PPI works at ground level to translate project goals and strategies into detailed process changes and practical results, including:
    • Future State Process Narratives & Maps
    • Data & Business Requirements Documents
    • Business Rules
    • Risks/Controls
    • ROI Support
    • Capacity Models & Performance Management
    • Documentation & Training
  • PPI can provide extra hands and expertise for practical support
    • Hands-on work wherever it's needed
    • Mastery of the details
    • Facilitation and consensus-building
    • Industry perspective

Business Scope

PPI projects for insurance and financial services clients have involved a broad range of business areas across the end-to-end lifecycle. These include:

  • Sales and agency support
  • Agent and broker compensation
  • Proposals
  • Financial underwriting
  • Case implementation (onboarding)
  • Account management
  • Eligibility
  • Enrollment
  • Medical underwriting
  • Billing
  • Customer service
  • Administration
  • TPA relations
  • Claims
  • Reporting
  • Financial controls
  • Reserves
  • IT (supporting all the above)

Clients and Product Coverage

PPI's clients in the insurance and financial services sector include:

  • Aetna
  • AIG
  • Alleghany
  • Chubb
  • Cigna
  • General American Life
  • General Reinsurance
  • Health Net
  • Independence Blue Cross
  • ING
  • John Hancock
  • Mass Mutual
  • MetLife
  • New England Financial
  • New York Life
  • Prudential
  • UnitedHealth
  • W.R. Berkley
  • WellPoint

PPI's projects in this sector cover a wide range of group and individual products, including:

  • Annuities
  • Accidental Death & Dismemberment
  • Auto
  • Critical Illness
  • Dental
  • Disability (ST/LT)
  • Home
  • Long Term Care
  • Medical (inc. Medicare)
  • Pet
  • Pensions
  • Property & Casualty
  • Retirement Savings Plans
  • Prescription Drugs
  • Survivorship Life
  • Structured Settlements
  • Term Life
  • Variable Life
  • Vision
  • Universal Life
Case Studies For more information about Performance Plus and how we can help you achieve your performance goals, call (732) 981-1200.

PPI Capabilities What can PPI do for your company? Download our printable brochure for more information.
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Lean Six Sigma for Insurance PPI offers a specialized Lean Six Sigma Training Program for Insurance Organizations that applies Lean principles and adapts established methodologies (e.g. Six Sigma) to the specialized needs of the insurance industry in order to:
  • Build leadership and skills to drive improvements in operational productivity
  • Develop operational productivity problem-solving expertise within your organization
  • Utilize proven Lean Six Sigma tools, methodologies and techniques to achieve strategic goals and meet practical business needs
PPI's Lean Six Sigma program:
  • Combines classroom training with hands-on "lab" applications
  • Provides long-term mentoring to support practical learning and build your depth of expertise
  • Offers progression of levels and scope to fill a variety of organizational roles
  • Establishes champions for improvement at multiple levels of the organization
  • Enables effective management engagement and participation through a customized coaching component for executives
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Client Testimonials A few words from our clients to show their satisfaction with our work.
  • "YOU GUYS ROCK! Thanks for such a quick turnaround."

  • "I am INSPIRED now! I see the clear path towards developing the future state and want to go get started on it right away."

  • "PPI is an ESSENTIAL part of the team..."
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