Be an Insurance industry leader by creating an amazing customer experience via your world-class focus on efficient, omnichannel, and customer-centric processes.


For over 20 years, TSI has worked in the Insurance industry with a wide variety of property, casualty, excess and surplus carriers. Whether in Marketing or Sales, Underwriting, Claim, IT, or Statistical/Actuary, we typically begin assessing part or all of an organization that feels they have areas of inefficiency or inconsistency. We also help envision a future that leverages people, process, and technology in a manner that enables opportunities to gain a competitive advantage within the Insurance Industry.

Helping traditional and progressive insurance organizations to define their competitive advantage, improve their customer experience, make efficiency gains while optimizing their supply chain, and improving other internal processes is where TSI helps our Insurance clients make the greatest gains.

Insurance consultant relaxing after completing a project.

What We Do

We tailor our services with insurance industry challenges in mind to help you address the most challenging needs while leveraging and facilitating your vision for success and key differentiators.

When we begin our projects, we team with our clients to identify pain points and gain a clear understanding of the elements (products, processes, technology and people) that are working well and those that need improvement. Then we will help you clearly define your future state and develop a strategy that will move your organization forward. These recommendations are actionable, measurable, and most importantly in this industry, sustainable. Lastly, we help you execute the strategy so the vision becomes a reality.

Our Solutions

The following are the most frequent service areas we employ to help our insurance organizations clients:

Strategic Planning

Business Process Improvement

Organizational Change Management

Technology Assessment and Strategy

Software Evaluation and Selection

Customer Experience (CX)

Our Top Rated Financial Services and Insurance Consultants

Dan Feely

Kyle Glick

Robin Leckinger

Joe Lanasa

Our Clients Results

TSI worked with us to complete a strategic technology assessment, which included the difficult task of coordinating and articulating our vision and strategy for new technology. The project was a great success: they ensured that everyone participated in the process, that all voices were heard, and that deliverables were on-time and distributed to all participants for thoughtful feedback. On a day-to-day basis, TSI was enthusiastic and dedicated to our work, always demonstrating that our success is their success. They have acted as key advisors to me and as coaches for the entire project team. We so enjoyed working with the TSI team and hope to continue to do so in the future.

Sarah Barr
Sarah Barr
Senior Director, Analytics and Business Intelligence • The University of Chicago

Transforming Solutions, Inc. proved to be very adept in creating strategic and practical approaches to our complex improvement project. They gathered data efficiently and effectively, creating buy-in amongst our faculty and staff as they did so. Dan and Alan did this by spending a considerable amount of time on our campuses working directly with groups of our staff and faculty. Ultimately, TSI presented us with a detailed process map of our communications, identified key areas for productive improvement, and worked with us to tailor their final recommendations to our specific needs. The team of TSI does the job and does it well.

Pete Chidester
Pete Chidester
PhD • Eastern Arizona College

TSI staffs their project teams with high quality, knowledgeable, skilled, and dedicated individuals, assuring you that your initiative will be a success!

California State University – SLO

TSI joined the UF team at an important inflection point. We were in the very early stages of asking ourselves what ‘next’ looked like for our fundraising program and what technology ecosystem would be required to actualize it. Dan and his team led us through an extensive planning and preparation process that set us up for success in the implementation of our new CRM and the associated platforms. In the planning and preparation phase, we worked with Dan to develop visioning statements, create a roadmap, and secure funding.

Heather Greig
Heather Greig
Assistant Vice President • University of Florida Advancement

I really enjoyed working with TSI, particularly, I loved the way you ran the brainstorming sessions early on, which can sometimes be extremely disorganized if not done right. I respect and admire your ability and instinct to facilitate discussions and to tease out useful information. I believe your success is a result of natural ability, and lots of hard work and preparation. I’d love to stay connected and to serve as a resource if I can be of value to the things you do.

Information Technology Services Leader
Information Technology Services Leader
University of Illinois

FAQs about Insurance Consulting Services

What does an insurance consultant do?

TSI’s Insurance Industry-focused consulting team partners with our clients to identify pain points and gain a clear understanding of the elements (products, processes, technology, and people) that are working well and those that need improvement. Then we will help you clearly define your future state and develop a strategy that will move your organization forward sustainably. To learn more about sustainability in this industry, click here.

Insurance Industry-focused consulting fees

Our fees are very competitive in the Insurance Industry consulting market place. We start our projects with an estimate of our fees and have an outstanding track record of completing our work within our estimated ranges.

Does TSI provide Insurance Industry Consulting?

Yes, 100%. In fact, in recent months we have successfully adapted our fact-finding and analysis techniques so that we can work in a remote manner. We continue to have great success engaging our stakeholders so they provide their input while feeling heard.