Business Details
50+ Years
experience
Your Trusted Partner for Actuarial Consulting Solutions
Established in 1968, Lewis & Ellis has built a legacy rooted in professional excellence, unwavering integrity, and exceptional service. Our team of over 40 highly skilled actuaries delivers tailored solutions for life, health, and property & casualty insurance operations, regulatory compliance, employee benefits, and life settlements. With offices in Dallas, Kansas City, Charlotte, Denver, Baltimore, London, Washington DC, Indianapolis, Omaha, and Hartford, we serve clients across regional, national, and international markets. Our commitment to blending advanced technology with deep industry expertise enables us to address complex actuarial challenges effectively. We prioritize ethical standards and client satisfaction, offering innovative solutions for product development, financial valuation, statistical consulting, and market conduct examinations.Our client-focused approach ensures timely, cost-effective answers to intricate actuarial problems. Decades of experience position us as a trusted partner for insurers, health plans, and employers navigating evolving regulatory landscapes. Our dedication to professional growth and industry leadership remains unmatched. We empower clients to decode technical jargon and focus on strategic decision-making. This enduring commitment to excellence defines our role as a nationwide industry leader in actuarial consulting.
Services
Actuarial Consulting
Regulatory Compliance
Software Solutions
Financial Valuation
Life Settlements
Expert Testimony
Market Conduct Exams
Product Development
Statistical Consulting
Employee Benefits
Details
- Year established: 1968
Highlights and features
- We offer over 50 years of specialized actuarial expertise since 1968.
- Our team includes 40+ certified actuaries with deep industry knowledge.
- We provide innovative, technology-driven solutions for complex regulatory challenges.
- Our client-focused approach ensures personalized service across 10+ global offices.
- We combine ethical standards with proven success in financial and market compliance.
What people say
Timely and accurate system revisions
Above and beyond the call of duty
Trusted partner
Effective solutions
Highly-skilled team
Services
Actuarial Consulting
Our actuarial consulting services address life, health, and property & casualty insurance challenges through data-driven analysis. We help insurers develop competitive products, ensure regulatory compliance, and manage financial risks. With decades of experience, we deliver tailored solutions that enhance decision-making and operational efficiency for clients nationwide.
Regulatory Compliance
We specialize in navigating complex state and federal regulations for insurance and healthcare providers. Our compliance services include policy implementation, documentation audits, and risk assessments to ensure adherence to evolving legal standards. Clients rely on our expertise to maintain reputational integrity and avoid regulatory penalties.
Software Solutions
Our software solutions streamline actuarial analysis and reporting through advanced technology platforms. We implement systems like Moody's Analytics AXIS for pricing and projections, enabling clients to improve accuracy and efficiency in financial modeling and regulatory filings.
Financial Valuation
We provide precise financial valuation services for insurance products, retirement plans, and corporate assets. Our actuaries use sophisticated modeling techniques to assess liabilities, optimize pricing strategies, and ensure long-term financial stability for clients across diverse industries.
Life Settlements
Our life settlements expertise helps clients maximize value from existing insurance policies through strategic analysis and market insights. We evaluate policy terms, mortality risks, and investment potential to deliver transparent, ethical solutions aligned with financial objectives.
People
Morgan Butz
Actuary
Morgan Butz, FCAS, MAAA, specializes in property and casualty actuarial solutions. With 15+ years of experience, she excels in pricing strategy, risk assessment, and regulatory compliance for insurance clients nationwide.
Joe Peterson
Actuarial Consultant
Joe Peterson delivers innovative actuarial solutions for life insurance and employee benefits. His expertise in product development and financial modeling helps clients optimize offerings while maintaining compliance with evolving regulations.
Josh Hammerquist
Senior Actuary
Josh Hammerquist specializes in health insurance and regulatory compliance. With a focus on Medicare Advantage and retiree medical plans, he provides strategic guidance to healthcare providers and insurers nationwide.
Questions
What actuarial services does Lewis & Ellis provide?
We offer life, health, and property & casualty insurance consulting, regulatory compliance, financial valuation, software solutions, and expert testimony for insurers and employers.
How long has Lewis & Ellis been in business?
We have served clients since 1968, building a legacy of excellence in actuarial consulting and software implementation.
Which industries benefit from your consulting services?
Our clients include insurance companies, government agencies, healthcare providers, and employers requiring specialized actuarial expertise.
Do you offer international actuarial support?
Yes, with offices in London and nationwide locations, we serve clients with global regulatory and compliance needs.
How do you ensure regulatory compliance for clients?
Our team stays informed of evolving state and federal regulations to implement compliant policies and avoid reputational risks.
