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Financial Advisory

The actions and opinions of regulators and rating agencies can have a profound impact on an insurer’s need for capital and earnings protection. So it pays to build good relationships, stay attuned to what is important to these bodies and have access to a full range of solutions through the reinsurance market.

Willis Re’s Financial Advisory team helps clients develop and implement reinsurance and capital solutions to specific financial issues that impact profitability, capitalization, and ratings. Also, we help our clients enhance their business profile through research and analysis of market cycles, competitor landscapes, and peer benchmarks.

Our team includes former A.M. Best, Standard & Poor’s, and Moody’s analysts, CPAs, senior actuaries and CFA charterholders, offering the following products and services:

  1. 01

    Regulatory capital support

    Developments in risk-based capital regimes and competitive market conditions have made optimal allocation of capital a key priority. We help our clients foresee and react to these developments, including offering prospective and retrospective reinsurance solutions which provide the flexibility to deliver solvency support and earnings protection when needed.

  2. 02

    Rating advisory services

    Our long-standing relationships with members of the rating agency community provide invaluable insight into how the overall ratings process works, and how our clients can enhance their rating position.

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  3. 03

    Rating agency capital modeling

    Willis Re’s Financial Advisory team gives our clients an inside view of the quantitative and qualitative methods that rating agencies use in their risk-adjusted capitalization and rating assessments.

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  4. 04

    Ratings benchmarking analysis

    Our ratings benchmarking analysis provides our clients with the ability to benchmark their financial metrics against those of an A.M. Best composite, in the context of their rating.

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  5. 05

    Financial analysis and peer comparisons

    The eXAMINE™ Reinsurance report benchmarks our clients’ reinsurance program against a carefully chosen peer group. Clients often find that this analysis begins a useful dialog regarding risk tolerance and reinsurance structures.

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  6. 06

    Reinsurance benchmarking analysis

    The eXAMINE™ Reinsurance report benchmarks our clients’ reinsurance program against a carefully chosen peer group. Clients often find that this analysis begins a useful dialog regarding risk tolerance and reinsurance structures.

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  7. 07

    Strategic financial forecasting

    Willis Re’s eNVISION™ strategic financial forecasting model can help our clients understand and project the financial implications of various strategies. Combined with our reinsurance optimization service, eNVISION™ helps our clients understand the long-term effect of reinsurance structure decisions on metrics such as BCAR and surplus.

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  8. 08

    Market cycle analysis

    Our market cycle analysis considers casualty lines of business in terms of both calendar- and accident-year results. We identify and monitor both leading and lagging rate and reserving indicators, regularly producing updated market cycle reports to give our clients the most forward-looking information regarding pricing trends.

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  9. 09

    Our strategic partnership with MarketStance

    Willis Re has formed a strategic partnership with ISO MarketStance to support growth initiatives by providing users the ability to size and segment the U.S. market at very granular levels.

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