Elite Advisory Team

Strategic
Advisory Services

Insurance leaders helping carriers turn agentic AI strategy into execution—without disruption, replatforming, or consulting theater.

10+
Expert Advisors
150+
Years Combined Experience
20+
Insurance LOBs
Meet Our Advisory Practice

Advisory Practice

Industry veterans and former C-level executives bringing decades of experience and deep domain expertise across technology, underwriting, and process optimization.

Todd Pugh
Advisory Leadership

Todd Pugh

Head of Advisory Practice

Former insurance CIO with more than 25 years of experience leading underwriting, operational, and technology transformation across carrier organizations.

Selected Experience

Led large-scale, industry-defining transformation initiatives

Built and scaled global teams serving Fortune 500 carriers

Trusted advisor on AI, data, and underwriting modernization

We advise executive teams at the intersection of underwriting, operations, and AI-enabled technology — where most transformation efforts succeed or fail.

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Core Platform

Process Advisory

Operational excellence advisory to streamline workflows, reduce costs, and improve efficiency across your insurance operations. Our expert advisors work closely with your team to identify bottlenecks, implement best practices, and drive continuous improvement initiatives that deliver measurable business impact.

Key Features

Legacy RPA & Manual Workflow Replacement

Replace outdated RPA bots and manual processes with autonomous AI agents that handle end-to-end workflows without human intervention.

Agentic AI Process Transformation

Transform traditional processes into AI-native workflows where agentic systems autonomously execute tasks, make decisions, and adapt to changing conditions.

Change Management for AI Adoption

Guide teams through the cultural and operational shifts required for successful AI adoption, ensuring smooth transition from traditional to AI-enabled operations.

Human-to-AI Workflow Transition Strategy

Develop strategic roadmaps for transitioning manual and semi-automated workflows to fully autonomous AI-driven processes with minimal disruption.

AI-First Operating Model Design

Design operating models where AI agents are the primary workforce, with humans focused on oversight, strategy, and exception handling.

Lisa Anderson

Lisa Anderson

Former COO

Previously at

Metro Insurance Group

Operational Excellence

Operations expert with track record of streamlining insurance processes. Implemented lean methodologies reducing processing time by 60%.

David Thompson

David Thompson

Former VP of Operations

Previously at

Efficiency Insurance Partners

Process Automation

Specialist in process automation and digital workflows. Led initiatives that reduced operational costs by $50M+ annually across multiple carriers.

Comprehensive Expertise: Our advisory practice combines technology innovation, underwriting excellence, and operational efficiency to deliver complete transformation solutions.

Elite Expertise

Why Our Advisors Matter

Our advisors are more than industry veterans — they are active contributors to our success. We have top-level former CTOs and high-level domain expertise dedicated to your transformation.

Industry Veterans

Former CIOs, CTOs, and CUOs from leading insurance carriers

Active Contributors

Not just advisors — active participants in your success journey

Domain Expertise

Deep understanding of insurance operations and technology

Best-in-Class AI-First Advisory Team

Former CIOs, CTOs, and CUOs with deep domain expertise in insurance technology and operations

Engagement Models

Choose the Engagement Models that best fit your needs and transformation journey

Advisory Health Check

Independent assessment of underwriting operations, processes, and readiness for AI-enabled transformation.

Cost
$X one-time fixed
Timeframe
2 weeks
  • Focused assessment and analysis
  • Clear findings and prioritized recommendations
  • Actionable roadmap aligned to business objectives
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Resident Advisor

Fractional, executive-level advisory support embedded with your leadership team.

Cost
$Y and multiple packages
Timeframe
3-month increments
  • Up to 30 hours per engagement period
  • Ongoing strategic and execution guidance
  • Flexible access to senior Nativeorange advisors
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Implementation Advisory

Guidance and oversight to support execution of initiatives identified through advisory engagements.

Cost
Custom SOW
Timeframe
Project-based
  • Execution oversight and risk management
  • Collaboration with system integrators and partners
  • Support through delivery and adoption
Get Started

Advisory Built for an AI-First Insurance Future

Nativeorange Advisory helps insurance leaders move forward with clarity, confidence, and experienced judgment — at the intersection of underwriting, operations, and AI-driven transformation.

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