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Sonny Dozier is founder of Fairlead Advisors, an independent consulting firm providing interim executive management services to asset management businesses. As a CFA charter holder and former President and COO of Hunting Hill Global Capital, a growth-stage hedge fund manager, Sonny has deep expertise in alternative investments, portfolio management, risk management, operational due diligence, and […]

Umbrex is pleased to welcome Ross Templeton.  Ross is a strategy and transformation specialist with industry depth in insurance and financial services. He spent the past 10 years working at Liberty Mutual and Arthur J Gallagher in a variety of consulting, analytics, and operational leadership roles. Prior to completing his MBA, Ross worked at Bain […]

Umbrex is pleased to welcome Tanner Abramoski. Tanner is a McKinsey Alum who recently graduated from IESE Business School (MBA Program). Prior to completing his MBA, he spent 4 years at McKinsey as an analyst specializing in the insurance industry. During his time he worked on many client projects including due dilegences and growth strategies, […]

Umbrex is pleased to welcome Paul Sims with Agile, Inc.  Paul is a Harvard MBA and former Boston Consulting Group consultant with 20 years of founder, C-suite, and board experience as well as experience advising clients with a variety of growth-related engagements and digital transformation. He has deep executive/operational experience in go to market, disruption, […]

Astrid Malval-Beharry shares a case study on building a disruptive smart home solution for an InsurTech startup.  Situation An InsurTech startup approached StratMaven for assistance with a monetization strategy for their smart-home solution. The company wanted to understand whether insurance carriers were interested in subsidizing the cost of the solution, as part of their overall […]


David Burnie shares the second article in a series on the future of P&C insurance in Canada.  In our first article outlining the future of P&C Insurance in Canada, we discussed how insurers have been and are continuing to invest in digital transformation agendas in an effort to reshape distribution and service in an industry […]

From his company blog, David Burnie shares the first article in a three-part series on the future of P&C insurance in Canada and how the sector is evolving within. The series explores distribution, pricing and underwriting, and claims. For many years, the insurance sector had been notoriously slow to evolve. Customers viewed insurers as difficult […]

  David Burnie shares a post from his company blog on how automation in the first step of claims processing can help streamline the process.  The First Notice of Loss (FNOL) – the first step in claims processing – is one of the most crucial customer touchpoints for an insurer. Yet, for most carriers, FNOL […]

Umbrex is pleased to welcome Umbrex is pleased to welcome Rudolf Luerzer with GCN Consulting.  Rudolf spent three years in the insurance practice at McKinsey and has been running his own consulting firm focused on consulting, training and coaching services for the top management in the (financial) services industry since 1990. Rudolf has lead major […]

Umbrex is pleased to welcome Katy Huang with HAW Consulting.  Katy comes with a stellar educational background: Master of Engineering in Chemical Engineering from Oxford University, MBA from Harvard Business School and Lloyd’s Leadership Program Exec Ed at London Business School. Since going in house in 2006, she reported to the country CEO. Her insurance […]