Jon Dailey Email & Phone Number

Indianapolis, In, Us

Greenwood, In

CONFUSED? Help for 2021 renewals? REASONABLE? Shop it? We can simplify! Employers/brokers/carriers/MGU's ...U/Wing relief? PROSPECTIVE CLIENTS: Employers (MAJOR emphasis); MEWA’s, TPA’s; networks; HMO’s; Insurance Carriers (fully insured and STOP LOSS); MGU’s; ACO’s; PHO’s; captives; RRG’s (Risk Retention Groups); Affinity Groups); providers contracted at risk; hospitals; Community Health Plans; direct contractors; Associations; and MET’s. These are the major categories. Will assist any other entities with related services that assist with any needs. Let us know.SERVICES (Specializing in Fully-Insured Equivalent Rates and evaluating renewals) - EE/ER contribution analysis/structure/strategy;- Plan Evaluation and benefit change evaluations/projections/analysis;- Reporting preparation and study/ analysis- Plans’ historical claims analysis and projections;- Equivalent/ Informational fees analysis and structure/strategy/projections;- Plans’ report demonstrations (setting them up);- Renewal analysis (competitive? reasonable?) … fully insured or self- funded/stop loss);- Alternate renewal arrangements preparation and analysis;- Fully insured versus self- funded Analysis/comparison;- Reserve (IBNR/RBNP) evaluation and projections/adequacy testing;- Pay or Play analysis;- Commission analysis;- Network evaluations and projections;- Paid claims versus projected claims … historic and projected;- Transplant or Medicare carve outs evaluations/strategies;- ACA impacts, historic and projected;- Evaluation of appropriate stop loss deductibles, contracts, rates, and commissions;- Risk structures and contracting;- Constructing risk profiles of groups/ populations ;- Model construction for rating, benefit plans, risk arrangements and pools, pricing;- Evaluation of demand/population management, RX management, referral management, LCM, transplant and dialysis centers; - General problem solving. If you can think of it/have an inkling… we can help.

Indianapolis, In

• Created, supported, analyzed and presented monthly custom/tailored client reports; projected Plan’s(Plans‘) experience and priced benefit changes for clients, as well as Reserving (IBNR/RBNP); compiled and analyzed agency block and verticals relative to experience, performance and subsets (I/P, O/P, EX, drill downs, etc.); modeled Plans, Plan types, contribution strategies; analyzed trends; built, modeled and applied clinic impacts, pricing and ROI; a wide variety of subject/topic projects as directed and required, especially as related to the various elements of ACA/Healthcare Reform ; evaluated/ reviewed renewals and determined negotiation strategies (points/weaknesses in carriers’ developments); specific actuarial projects for clients and non-clients; modeled, built, priced and administered internal captives for agency clients as well as outside clients; monitored and predicted large claims for agency clients; created internal educational documents and completed internal rating models; active part of G&A University – monthly client/prospect/community educational effort, especially as regard to ACA/Healthcare Reform; Pay or Play client analysis template and application .Developed in-house Pay or Play tool that was very effective for employers, even for non-clients.• Agency’s client list (large and small; insured and self funded) and income tripled within the time frame with the addition of these value-added client services by 1-person staff, as well as the external marketing of the available actuarial services (in a time when most other agencies/consultants struggled to maintain their blocks).

Indianapolis In

Developed a carrier relationship that ended up with $23.5 M in premium (very profitable over the 3.5 years of development).

Indianapolis, In

Grew from $16M to $62M in premium (very profitable; < 42% Net/final loss ratio over-all), resulting in acquisition by AIG.

Columbus, In

Grew from 45K, to > 120K in EE lives. Developed and filed risk (insured) products, and Shared Funding (provider risk product). Very profitable, yet group friendly. Developed and managed Marketing Development Team (MDT) - unique to the marketplace, and comprised of daily and active participation of all the areas listed above (title) to coordinate and improve efficiency and operations, hand-in-hand with access to IT/Sales/Service/exec staff and dedicated problem solvers.

Indianapolis, In

Grew to largest MGU in country with more premium than any stop loss carrier. Developed unique products such as Retro Premium for stop loss, as well as creative approaches to self funding (invented original concept of PHO's and TPA administered provider-based risk paradigm).

Indianapolis, In

With fully insured and self funded, grew to be largest carrier in the United States. Very profitable, and - at the time - VERY group friendly. Moved on after active involvement with the change from mutual to :stock/"for profit." Responsible for and directly involved with development of customer reporting packages/systems and rating/data systems/ new cases and renewals (rate transparencies) .. including creations of and rating/reporting accommodations for new products.

Bachelor’S Degree, Math, Education, Physics, Meteorology, Summa Cum Laude

Beginning as a 15-year old undergraduate GM scholar, was a member of every honor society at Butler - including Blue Key and Phi Kappa.

Master’S Degree, In Mathematics, Summa Cum Laude

Master'S Degree, Education, Summa Cum Laude