Consulting

The Alan Katz Group has helped businesses large and small overcome challenges and achieve their goals. Whether analyzing the current state of a health plan's marketing operations or assisting a sales executive develop a breakthrough strategy to overcome a competitor's advantage, the Alan Katz Group brings to the project insights and assistance focused on achieving results.

Our goal is to deliver real value to our clients. That's why the appropriate team is identified and assembled prior to your signing the contract. Team members are experienced executives with deep operational and strategic expertise. This process of identifying your project team upfront means you know what background, skills and experience will be working on your challenge before committing to the engagement.

Most of our consulting engagements are on a project basis; a few use an hourly formula. With either approach, the scope of work and desired outcomes are clearly defined before work begins. This focuses everyone on achieving those results, not constantly defining and redefining the purpose of the project. 

Areas of Expertise

Alan Katz, the principal of the Alan Katz Group, brings expertise on sales strategy, channel conflict, sales technology, and public affairs, especially, but not exclusively, as it relates to individual and small group health insurance. Previous collaborators have added expertise on market research, brand marketing, and direct marketing to the project team.