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Insurance Consultant Case Studies


Manual Data Collection
Our client was in need of a small team to manage a 4,000 case data collection project. Jacobson provided four experienced underwriters who accurately completed the full collection.
Stochastic Modeling and Pricing
Our life insurance client was in need of a Prophet actuary able to develop stochastic and pricing models. Without any internal employees able to manage this project, they turned to Jacobson to provide an actuarial expert.
Business Modeling Actuary
As part of their governance process, our client wanted to document the business requirements for developing and maintaining their actuarial models. They turned to Jacobson for assistance in finding a professional with modeling, accounting and regulatory knowledge.
Modeling Actuary
This large reinsurer was in need of a consultant who could rebuild actuarial models and complete detailed data and premium validations for each new model. They had generic models for many of the ceding companies, and they wanted to make those models company-specific.
Modeling Actuary
Our life insurance client acquired a large block of treaties that was modeled using generic models. The company required external expertise to rebuild the models to accurately represent the treaty specifics and requirements.




Life Actuary
Life Insurance Company

Impaired Risk Underwriter
Protective Life Insurance Company

GAAP Year-end Reporting Expert
Financial Company

Rate Filing Support
Health Plan

Valuation Actuary
Reinsurance Group