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American Association of Insurance Management Consultants

Edwin J. Miltenberger

Expert Consultants

Edwin J. Miltenberger, CEBS, CLU

Professional Member

President

Carrier and Affinity Group Strategies, LLC

985-222-2002

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Company Info
Articles by Edwin J.
Areas of Expertise

With over 30 years experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life and health and property and casualty space. His has proven ability to leverage his knowledge, relationships and experience on behalf of his clients issues. He also has an active track record in the M&A, Strategic Planning, and change management arena, and is an expert in The Affinity and Program Markets space. 

His experience includes leading several successful organizations. His involvement in senior management at Gilsbar, Inc., one of the largest TPA’s in the Southeast, provided exposure to the full dynamics and challenges which growth and change demand. He also enjoyed his four years spent overseas working with American International Group (AIG) leading their Personal Lines division in Germany. In 2010 he started Carrier and Affinity Group Strategies, which is actively involved in consulting on behalf of insurance companies, agencies, and affinity groups.

Mr. Miltenberger has a Bachelor of Arts in Business Administration from Southern Methodist University. He is also designated as a Chartered Life Underwriter (CLU) and Certified Employee Benefits Specialist (CEBS). Mr. Miltenberger is a member of several industry associations including: Professional Insurance Marketing Association (PIMA), and the American Association of Insurance Management Consultants (AAIMCO).

 

Company Info

Carrier and Affinity Group Strategies, LLC

75421 Highway 1081

Covington, LA 70435

PHONE:

985-222-2002

FAX:

985-222-2005

EMAIL:

emiltenberger@caags.com

WEBSITE:

WEBSITE:

caags.com

Articles by Edwin J.

  • The Origin and Structure of Life and Health Affinity Insurance Programs in the U.S.

Areas of Expertise

  • Agent – Agency
    • Education
      • Producer Coaching/Development
      • Professional Development
      • Sales Training
      • Seminar Presentations
    • Financial
      • Corporate Modeling
      • Data Management
      • ESOP and Retirement Plans
      • Financial Turn around and Improvement
    • Management
      • Agency Analysis
      • Automation Analysis/Purchasing
      • Compensation Analysis
      • Crisis Planning and Management
      • Cross Marketing
      • Employee Compensation/Management
      • Employee Procedures Manuals
      • Incentive Plans
      • Information Technology – Planning
      • Information Technology – Stratigic Planning
      • Internet Marketing
      • Life and Health Sales
      • Management Consulting
      • Marketing Programs
      • Niche Market Development
      • Perpetuation Planning
      • Producer Acquisition/Compensation/Management
      • Producer/Employee Recruitment
      • Profit Center Design and Development
      • Reorganization Assistance
      • Staff Development
      • Strategic Planning/Long-Range Consulting
    • Sales – Mergers – Acquisition
      • Acquisition Candidate Identification
      • Agency Profile Report
      • Brokerage of Agencies/ Books of Business
      • Cluster Development and Consulting
      • Due Diligence Investigations
      • Merger – Acquisition – Divestiture Advice
      • Sale and Acquisition Consulting
      • Valuations
  • Company – Wholesaler – MGA
    • Education
      • Sales Training
      • Webinars
    • Financial
      • Account Collection Solutions
      • Cash Flow and Budget Analysis
      • Corporate Modeling
      • Data Management
      • Financial Turn around and Improvement
      • Insurance Product Development
      • Loan Acquisition
      • Predictive Moding/ Loss Forecasting
      • Reinsurance Expertise
    • Management
      • Advisory Director Service
      • Agency – Broker – Wholesaler Relationships
      • Business Broker – Companies
      • Business Broker – Wholesalers & MGAs
      • Financial Turnaround & Improvement
      • Management Consulting
      • Retail – Wholesale Relationships
      • Sales, Mergers & Acquisitions – See Business Brokers
    • Sales – Mergers – Acquisition
      • Acquisition Candidate Identification
      • Brokerage of Company Books of Business
      • Company Profile Report
      • Due Diligence Investigations
      • Fair Market Valuations – Insurance Companies
      • Sale and Acquisition Consulting
  • Corporations & Enterprise
    • Insurance Related
      • Agent/Broker Performance Reviews
      • Agent/Broker Selection
      • Insurance Bidding
    • Risk Management
      • Business Continuity Planning
      • Crisis Management
      • Disaster Manuals
      • Enterprise Risk Consulting
      • Reputational Risk Management
      • Risk Management Planning
  • Legal – Litigation – Claims
  • Agency Acquisitions – Mergers – Sales
  • Agency Management
  • Appraisal of Agencies
  • Drafting/Negotiating Agreements
  • Due Diligence Investigations
  • Marketing Plans
  • Errors & Omissions – L&H
  • Underwriting – L&H
  • Third Party Administration
  • AAIMCo

    Mailing Address:

    2013 Sandy Bank Lane
    Pearland, TX 77581

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