Leadership Team

Carrie Koran - Senior Partner

Carrie Koran - Senior Partner

Carrie has broad and deep senior level leadership experience in Claims, Legal, Customer Service and Human Resources. Her core strengths are helping our customers with organizational strategies to improve operations and performance, and optimize roles and responsibilities. Carrie is an executive and senior level coach who understands the demands of the work and challenges to execute at a high level.

Carrie has had executive leadership responsibility for:

  • A customer support operations team of 1,200 people, supporting three distribution channels and more than 13 million transactions annually
  • Personal Lines Lean 6-Sigma leader, top tier P&C carrier. Achieved 10% annual cost reductions, three consecutive years
  • HR Business leader for Personal Lines and Operations for a top 5 PL carrier. Responsible for talent acquisition, retention and leadership development. Also led Marketing University, responsible for training and development of Product Management and Analyst teams
  • Corporate Diversity and Inclusion Board leader for top 5 PL carrier. Responsible for Strategy design with direct responsibility for the National Employee Resource Group launch
  • Corporate Legal National House Counsel Leader for top 5 insurer, with over 250 professionals in 27 offices. Board member – Association of Staff Counsel
  • Claims SVP, Reliance Group Holdings. Led a start up and rapid growth claims operation. Over 17 years claims experience.

Tom Kaschalk - Senior Partner

Tom Kaschalk - Senior Partner

Tom’s extensive experience includes roles as Chief Claims Officer at three insurers, field and process leadership, with operating environment experience across the United States and Canada. Senior leadership positions across functions include claims, marketing and operations. Tom has provided strategic leadership, at multiple companies in a variety of operating environments, that has created long-term organizational impact and sustainable results.

Tom's numerous significant accomplishments include:

  • Proven track record of assuming leadership of underperforming business units and improved results.
  • Design, development and deployment of a new Guidewire claim system, including management of external development group
  • Led claims transformation for handling medical and injury claims, resulting in new process focus, SIU approaches and collaboration with local, state and national fraud prevention organizations
  • Designed organizational structure to focus on accuracy, cycle time and customer service while reducing loss adjustment expense
  • Senior process manager responsible for Special Investigations and anti-fraud efforts including internal and external fraud, claims and underwriting for top 4 auto carrier.
  • Led run off of 2 discontinued businesses, one in US, one Canada for top 5 carrier, with no disruptions in service delivery and indemnity.
  • Served on Board of Governors, National Insurance Crime Bureau (NICB) for two carriers

Jim Porcari - Founder, Senior Partner

Jim Porcari - Founder, Managing Partner

Executive claims leader for 5 insurance company acquisitions and 7 claims department integrations in 12 years as CCO at two carriers. Extensive due diligence experience. Has worked with C-level executives at multiple insurance companies, companies in the insurer support eco-system as well as principals at private equity firms working with insurers and insurer eco- system companies.

  • Leading multiple due diligences and claims department integrations
  • Led AIG Personal Lines (US) claims through 2 acquisitions and 4 claims department integrations, while moving from 5 claim systems to a single new system
  • Member, executive steering committee, AIG Global Claims Review
  • Developed multiple leaders, several who are now CCO’s at top tier companies
  • Developed the “Underwriting Claims” approach to claim triage and re- triage, featured in a white paper sponsored by LexisNexis in 2010
  • Chair, Executive Committee, AIG Worldwide Investigative Resources. Mentored new external hire as SIU unit President in the redevelopment of process, people and controls of this key AIG shared services operation
  • Vice Chairman, Board of Governors, National Insurance Crime Bureau (NICB) -2009, Board member 2005-2009

In addition to his P&C Industry work, Jim is the founder and managing Director of the MPB Fund ( a 501(c) 3 charitable fund focused on the needs of nursing students at Community Colleges.


See our Published Work

The MSO Space : A Claims Leader's Perspective - Read Here

Underwriting Claims: Data, Analytics Present Accurate Picture of an Event - Read Here

Underwriting Claims - Read Here