
Your Transformation Partner Across the Insurance Value Chain
At FiveM Consulting, we don’t just advise — we architect, execute, and transform. From underwriting and distribution to technology modernization and compliance, we deliver fully aligned, high-value services that empower insurance organizations to evolve at speed without sacrificing precision.
Our Services
We don’t hand you a binder and walk away. We embed with your teams, roll up our sleeves, and drive results that stick.
Process Intelligence & Optimization
Make your operations measurable, visible, and scalable.
We conduct full operational deep dives — inventorying every process, documenting SOPs, visualizing workflows, and time-stamping activities to reveal your true cost to serve. Then, we deliver smarter, faster ways of working through automation and optimization.
Software Selection & RFP Management
Your expert guide through a crowded software landscape.
From CX platforms to policy admin and ERP, we help you navigate the noise. We scope your needs, explore the vendor landscape, lead the RFP process, and negotiate contracts — giving you both strategic oversight and tactical support every step of the way.
GA/MGA Creation
Build your future — not someone else’s.
Leverage your distribution, relationships, and insights by launching your own General or Managing General Agency. We handle entity formation, compliance, operations, tech, and go-to-market execution, delivering a turnkey business engine with cultural alignment from day one.
Software Cost Optimization
Your expense ratio has a software problem.
Software spend is one of the fastest ways to improve your bottom line. We analyze your tech stack to uncover redundancies, renegotiate contracts, and build a consolidation roadmap — freeing capital to reinvest in growth and innovation.
Salesforce Enablement
Salesforce isn’t just CRM — it’s your operating platform.
We help you unlock the full potential of Salesforce across the insurance value chain — from underwriting, claims, and agent onboarding to policyholder servicing, compliance, and reporting. With the right integration and design, Salesforce becomes the backbone of a smarter, more connected enterprise.
Acquisition Diligence
No blind spots. No surprises.
We lead operational, regulatory, and IT diligence for P&C and L&H acquisitions — helping you assess synergies, surface risks, and build integration-ready roadmaps. M&A doesn’t have to be a guessing game.
Data Strategy & Modernization
Data is the foundation of every digital and AI strategy.
A modern enterprise runs on clean, connected, and accessible data. We define your data strategy using cutting-edge frameworks and implement scalable architectures that support analytics, automation, and AI — setting the stage for smarter decisions and future-ready operations.
AI Strategy Development
AI isn’t magic — it’s strategy.
We help you avoid the chaos of disconnected pilots and risky experimentation. Using our 5-step framework, we guide your organization to a clear, actionable AI strategy — one that aligns with business priorities, protects your data, and drives meaningful adoption across the enterprise.
Performance Strategy Office (PSO)
Project execution. Fully redefined.
We’ve seen the old way and we’ve built a new one.
Why FiveM?
We’re not typical consultants. We’re embedded strategic partners who design for the real-world complexity of the insurance industry and we stick around long enough to ensure it works.
- 20+ Years of Experience in Insurance
- 25%+ underwriting time reduction
- $1M+ software savings per year
- 90 to 21 days: producer onboarding compression
- Built and launched agencies with full regulatory, tech, and ops support
- Transformed carrier operations with end-to-end Salesforce integration

- 20+ Years of Experience in Insurance
- 25%+ underwriting time reduction
- $1M+ software savings per year
- 90 to 21 days: producer onboarding compression
- Built and launched agencies with full regulatory, tech, and ops support
- Transformed carrier operations with end-to-end Salesforce integration
