Consulting Services

Our offerings provide leadership, advice and support for all aspects of Insurance Premium Tax and Technology assistance

Center of Excellence

Our service are led by our Center of Excellence (CoE) practice, provide advisory consulting services and support for regulatory reporting compliance, and revenue and tax savings analysis strategies

Data mining to provide tax savings for your specific lines of business, operating jurisdictions and future emerging revenue markets

Operating model design and support for efficient and effective tax review and filing processes

End to end functional and technical architecture design to support Regulatory compliance audits

We provide technical and functional end user administration training for any event scheduling solution

Providing Insights on Insurance Premium Tax , Historical Trend Analysis,

Business centric analytics and dashboard reporting for insurers and brokers who use Tableau, SAP Analytics & Power BI.

Analytics Services

PTaaS can access your policy & premium transactional data when you want it to, feeding it into our analytics platform for continual Tax transaction analysis, Tax risk assessment and a strong feedback loop with insights or metrics by your design.

Our Enabling Platform

Our platform uses advanced analytics and rules-based scenarios to score the Insurance Premium Tax liabilities, allocations, profitability, risks associated with taxable transactions and helps compliance leaders refine, monitor and optimize data and transactional controls. These solution include:

Real-time, periodic or event-based transactional analysis

Policy level tax data to enhance your underwriting analysis and projections

Standalone or integrated BI or Cloud reporting capabilities

Rules-based and AI-based analytics design for your specific lines of business

Workflow to support "hub and spoke" operations of tax and supporting business teams

Budgeting and Forecasting Analytics, Dashboards and modeling design capabiiities

Machine Learning and Analytics

Artificial intelligence can help identify possible deductions and tax credits.

Provides Analytics on Product Management, Underwriting, Channel & product Analysis

Using tax data we can design and generate analytics that are unique to your markets and lines of business.

Enablement of business rules and controls to detect where not all possible deduction are being taken advantage of

Artificial intelligence can make tax forecasting more accurate

For instance, algorithms could analyze corporate and seasonal data to help detect trends within various tax filing cycles - an annual, quarterly, monthly, or even more frequent basis.

Those trends could then be used as the basis for predicting what’s likely to happen next. Even weather data could be incorporated into the analysis, helping to better forecast sales and tax burdens

Service Delivery Model

Our Global Service Delivery Model and coordination via a single point of contact with industry-leading subject matter specialists (Taxation Consultants, IT and Technology Experts

Access to domestic and International Insurance support teams to advice on compliance matters, and tax requirements

Regional Compliance, Central delivery from USA and Support through our global delivery & support center from India

Delivery models suited for customization based upon tax, technology and timelines needed by our clients

Solution administration and end user training documentation. along with self-learning video tutorials

Functional capabilities and technology change processes for continual solution maturity

Premium Tax Solution and Service Offerings thru SAP and Technology Service Provider (Energica)

Quality Assurance Programs and SDLC best practices to monitor and ensure seamless integration

US and Off-Shore based support teams available for 24/7 client support

Work with a consulting team that view your success as their own

Consulting Services​