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Insurance Experts
Connecting and Advising Across the Insurance Value Chain

STRATEGY    CONNECTIONS •  OPPORTUNITY

Explore Our Services

When you work with PPI, we become an extension of your team.

Focus Strategy

Focus Strategy

Drawing on years of experience, we ask the right questions to quickly understand your vision and drill down to help clarify your requirements and goals.

As we bring your strategy into focus, we work with you to lay out practical steps to help you achieve success.

Create Connections

Create Connections

We open doors for you through our C-suite level, long term relationships spanning all aspects of the insurance industry.

We thoughtfully match your needs with our industry connections and help you nurture and grow those relationships.

Deliver Opportunities

Deliver Opportunities

Leveraging our expertise across the insurance value chain, we negotiate on your behalf to deliver the right opportunity to capture the full return on the value you bring.

Together, we’ll develop a smart implementation plan and continue advising throughout  the project.

We build lasting relationships – helping our clients grow as companies and as leaders.

Benefit from Our Process

With decades of C-Suite experience, PPI consistently delivers frank, honest and thoughtful advice to create successful outcomes.
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ANALYZE

We pinpoint unseen opportunities and propose viable solutions prior to you investing valuable capital.
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TARGET

We open doors and expand your options for growth, partnerships and customer relationships.
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RECOMMEND

We circumvent ineffective methods and impractical plans by defining next best actions to achieve your desired outcomes.
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GUIDE

We are with you for the long haul - advising you from idea through implementation and keeping you on track with ongoing touch points.
There are consulting firms and then there is PPI … Insurance Consulting Experts.

The PPI Team

Each of us bring more than 35 years of industry experience across all areas of insurance, both in the U.S. and international markets. Our clients turn to us for our expertise in mergers and acquisitions, insuretechs, products, actuarial, operations, marketing, distribution, underwriting and reinsurance.

Partners

Simon Baitler
Simon Baitler
Managing Director
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Barry Jacobson
Barry Jacobson
Managing Director
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Glenn Cunningham
Glenn Cunningham
Managing Director
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Jim Galli
Jim Galli
Managing Director
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Mark Hug
Mark Hug
Managing Director
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The PPI Team

Affiliates

Tracey Carragher
Tracey Carragher
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Don Desiderato
Don Desiderato
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Larry Hartshorn
Larry Hartshorn
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Cheryl Neal
Cheryl Neal
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John Scully
John Scully
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7 mile advisors

PPI has partnered with 7 Mile Advisors which is a partner-led boutique investment bank offering advisory services in sell-side transactions, buy-side transactions and capital raising across many industry sectors. PPI brings deep insurance industry expertise and advice to help support 7 Mile Advisors' clients and transactions as needed.  

Click here to learn more

PPI In the News

Disability Management Services (DMS) Acquired by Davies:
https://www.7mileadvisors.com/transaction/disability-management-services-dms-acquired-by-davies/
The Importance of Keeping a Customer After They Buy:
https://life.io/resource/the-importance-of-keeping-a-customer-after-they-buy/
The Importance of Creating a Customer Before They Buy:
https://life.io/resource/the-importance-of-creating-a-customer-before-they-buy/
Perspective on the Future:
https://life.io/resource/perspective-on-the-future/
The Economics of Customer Engagement (Persistency, Cross Sell, Conversion, Placement):
https://life.io/resource/the-economics-of-customer-engagement-persistency-cross-sell-conversion-placement/
Driving Digital Transformation in Insurance:
https://life.io/resource/driving-digital-transformation-in-insurance-10/
The Power of Communicating with Customers:
https://life.io/resource/the-power-of-communicating-with-customers/
Voya CEO on Executing M&A Transactions During the COVID-19 Pandemic:
https://www.7mileadvisors.com/podcast_episode/voya-ceo-on-executing-ma-transactions-during-covid-19-pandemic/
Insurance Industry Update Amidst the COVID-19 Pandemic:
https://www.7mileadvisors.com/podcast_episode/insurance-industry-update-amidst-the-covid-19-pandemic/
Life Insurance: Direct to Consumer and Technology Trends:
https://www.7mileadvisors.com/podcast_episode/trends-in-the-life-insurance-industry/
How Data is Changing Life Insurance Marketing and RiskSelection: Executive Roundtable:
https://www.tableau.com/learn/webinars/executive-roundtable-insurance-coenterprise

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Paradigm Partners International LLC
1158 26th St. Suite 550
Santa Monica, CA 90403
Ⓒ 2021 Paradigm Partners International LLC