Windsor Strategy Partners, Inc.

From all of us at Windsor Strategy Partners, Inc., we wish you a very happy and healthy 2025!

#TuesdayTrivia 1989? No, it's not Taylor Swift's multi-platinum album—but these guys have a fan following of their own! 1989 is the year when #WSP Founder David Wilson and Chairman Jim Tillett launched their first #Captive. Here’s Jim’s perspective on how the captive industry has evolved over the past 34 years: "Along with other members of the Alden Risk Management (ARMS) team, Dave and I created a captive called Apex in 1989. This captive allowed us to pursue our entrepreneurial vision of earning profits by reinsuring a portion of the programs we underwrote. Initially, our parent company, John Alden Life, supported the idea, but later had second thoughts and required us to unwind it shortly after launch. However, the entrepreneurial drive didn’t stop there. In the years that followed, many of our team members left to start dozens of successful companies specializing in stop-loss, care management, actuarial consulting, managed care reinsurance, and other areas of risk management. Many of these companies are still thriving today, either as independent businesses or through acquisitions. Meanwhile, the use of captives has grown from a niche tool to one of the fastest-growing segments of the health financing industry." The need for #Captives and #WSP’s entrepreneurial spirit remains as strong as ever! A huge thank you to Jim and Dave for their visionary leadership and for helping shape a better, more innovative health insurance space. Your contributions have made a lasting impact!

Thank you to fellow speakers and attendees for an insightful discussion at the Society of Actuaries event on Cell and Gene Therapy! A huge thank you to Sarah Emond from Institute for Clinical and Economic Review (ICER) for sharing her valuable insights. David Wilson's key takeaways from Sarah's presentation: 1. ICER's Independent Assessment: ICER plays a critical role in providing an objective, unbiased evaluation of new therapies, which helps establish a "fair pricing" range for treatments—completely independent of manufacturer influence. 2. Complex Variables at Play: The assessment of new therapies involves a range of factors, from estimating additional QALYs and cost avoidance to durability of treatment. The use of Markov modeling is central to developing a fair and balanced value range! Also, a big thank you to Ashley Hume from Emerging Therapy Solutions for her thought-provoking insights into the cell and gene therapy pipeline. While the pipeline is robust, Ashley highlighted the complexities we face when it comes to modeling product uptake post-approval. The challenges in predicting real-world adoption rates are proving to be more intricate than we originally anticipated. It was a privilege to engage with such knowledgeable colleagues, and we look forward to continuing the #CGT conversations in the future! sessions. #SOA #WSP #ICER #ETS

Want to learn more about Cell & Gene Therapy? Join us for Society of Actuaries upcoming webcast: "Pricing Cell and Gene Coverage - Actuarial Update" 🗓️ Date: November 4, 2024 🕒 Duration: 12:00 - 1:30PM EST ✅ Credits: 1.80 SOA CPD; 1.50 CIA Credits In this session, Sarah Emond, MPP, President and CEO, Institute for Clinical and Economic Review (ICER), Ashley Hume, President at Emerging Therapy Solutions, and David Wilson, FSA, FCIA, MAAA, Founder at Windsor Strategy Partners, Inc., will explore: 🔍 How ICER assesses the value of these innovative therapies 💰 Insights on manufacturer pricing strategies 📊 Key actuarial factors in determining reinsurance costs 🚀 The FDA’s expanding approval pipeline for new therapies This session is relevant for all experience levels and promises valuable insights into pricing and product development, risk management, and more! Don’t miss the chance to enhance your skills and stay ahead in this rapidly evolving Cell and Gene therapy world! 👉 Register now at https://lnkd.in/gRd7VC_C #Cell&GeneTherapy #StopLoss #SOAWebcast

Great article on Captive.com on discussing the key components of a Captive Feasibility Study! At #WSP, we agree the core focus should be on the three "C's": - Control - Cost - Capacity If you're considering a captive for your stop-loss business, keep these three elements in mind. Let #WSP assist you in developing your next Captive Feasibility Study! #Stoploss #Captives

💡 Friday #1/1 #StopLoss Motivation from WSP Founder and industry veteran, David Wilson! "As we approach the 1/1 underwriting season, let’s prioritize proactive communication, data-driven insights, and strong client relationships. Stay informed, be adaptable, and let’s make this renewal season a success! And remember to have fun along the way!"

Let's talk about Captives! Recently, #WSP Senior Actuary, Nikita Chaudhry had the pleasures to speak at the Self-Insurance Institute of America, Inc. annual conference alongside industry leaders like Tanya Arrowsmith from Crum & Forster, Slayton Rous from Lockton, and David Konrad from Coverys moderated by Joanne Wojcik on Evaluating Stop-Loss and Excess Insurance Captives. The panel talked about how managing risk is crucial in today’s healthcare landscape. Captives are emerging as a powerful solution for stop loss coverage, offering organizations greater flexibility and control. Benefits include: Customization: Tailor policies to specific needs. Cost Efficiency: Reduce reliance on traditional insurance solutions. Data Insights: Access valuable data for better risk management. Stability: Develop sustainable solutions. At Windsor Strategy Partners, we specialize in helping organizations navigate the complexities of stop loss using captives. Our expertise can guide you in establishing and managing your captive to maximize its benefits. Let's get connected! #CaptiveInsurance #StopLoss #RiskManagement #HealthcareCosts #WindsorStrategyPartners

Hey, Employer Stop Loss Community! What’s your preference: Due Diligence ⚠️ or Postmortem ☣️ ? At Windsor Strategy Partners, we’ve got you covered on both fronts! As we tackle the 1/1 season, it’s essential to understand the risks affecting your portfolio. If time is tight, don’t worry—we can conduct a comprehensive postmortem once the 1/1 season wraps up. Understanding the risks that impact your business is key for making informed strategic decisions about both your top-line and bottom-line . Remember, #WSP is here to support you every step of the way. Let’s tackle this together! Comment below with know your preference, #duediligence or #postmortem! #RiskManagement #WindsorStrategyPartners #EmployerStopLoss

🌟 Exciting Webcast Announcement! 🌟 Join our CEO, Paul Fallisi, FSA, MAAA, as he moderates an insightful webcast that delves into the evolving landscape of healthcare cost trends. 📊💡 SOA Session Title: Insights into Health Cost Trends: From First Dollar to Stop Loss Webcast SOA Session Description: This webcast will explore the shifting landscape of healthcare costs. It will cover healthcare trend basics, recent developments, and what’s ahead. Drawing from comprehensive data analysis and industry insights, this presentation promises to equip attendees with actionable knowledge to navigate the complex terrain of healthcare expenses effectively. Date & Time: May 21, 2024 12:00 - 1:30 PM ET Registration: https://lnkd.in/eUmtEivJ

Windsor Strategy Partners is celebrating its 20th anniversary today!!! Two decades of dedication, innovation, and client-focused service have brought us to this significant milestone, and we couldn't have done it without your trust and support. Since we started, our team of expert actuaries has been committed to providing unparalleled consulting services, delivering tailored solutions to meet our clients' diverse needs. Over the years, we've navigated through challenges, embraced opportunities, and continuously evolved to stay at the forefront of the industry. As we reflect on the past two decades, we extend our deepest gratitude to our clients, partners, and team members for their invaluable contributions to our success. Your trust has been the cornerstone of our journey, and we look forward to continuing to serve you with excellence in the years to come! Here's to 20 years of achievements, growth, and lasting partnerships. Thank you for being a part of our remarkable journey! #AlwaysThinking