Live Improvement
Cycle time: 90+ days
→
< 30 days
Healthcare · Regional Health Plan
Senior CI leadership.
Without the full-time hire.
Meridian CI Group gives operations leaders in insurance, financial services, and healthcare a Lean Six Sigma Master Black Belt in their corner — on a monthly retainer.
$80M+
Documented client savings
25+
Years of practice
70+
GREEN AND BLACK Belt waves delivered
60%
Avg. cycle time reduction
THE CHALLENGE
You know the processes are broken. You just don’t have the right resource to fix them.
A full-time Director of Continuous Improvement or VP of Operational Excellence runs $180,000–$250,000 per year before benefits. Project-based consulting solves one problem, then walks out the door. Neither builds the lasting capability your organization actually needs.
There’s a better model.
⏱
Cycle times that won’t move
Work piles up, queues grow, and nobody can pinpoint where time actually goes.
🔁
Rework nobody tracks
Errors get fixed quietly. The root cause stays in the system and compounds.
📉
Improvement that doesn’t stick
Projects deliver results, then the methodology walks out with the consultant.
🧩
No governance, no pipeline
There’s no structure for prioritizing, managing, or sustaining improvement work.
HOW WE WORK
A fractional model built for sustained results — not one-time projects.
PRIMARY OFFERING
Fractional CI Executive Retainer
Think of it as a fractional Head of Continuous Improvement. We work alongside your leadership team on a monthly basis — diagnosing, prioritizing, facilitating, coaching, and building the infrastructure that makes improvement sustainable.
→
Monthly advisory hours — strategy, problem-solving, and decision support
→
Kaizen facilitation — hands-on process improvement events
→
Executive briefings — structured progress reporting for leadership
→
Green Belt mentoring — building your internal capability
WHAT YEAR 1 LOOKS LIKE
→
Month 1: Process triage — surface your top 5 improvement opportunities
→
Month 2: Prioritized roadmap with measurable KPI baselines
→
Month 3: First Kaizen event facilitated; early results documented
→
Months 4–12: Sustained delivery, coaching, and capability building
→
Ongoing: Your team gets better at this — not dependent on us
STARTER
$2,500/mo
10 advisory hours/mo
✓
Monthly strategy advisory
✓
Async Q&A support
✓
Improvement opportunity review
—
Kaizen facilitation
—
Executive briefing
CORE — MOST POPULAR
$4,500/mo
20 advisory hours/mo
✓
Monthly strategy advisory
✓
Async Q&A support
✓
Improvement opportunity review
✓
1 Kaizen facilitation per quarter
—
Executive briefing
STRATEGIC
$7,500/mo
40 advisory hours/mo
✓
Monthly strategy advisory
✓
Async Q&A support
Improvement opportunity review
✓
2 Kaizen facilitations per quarter
✓
Monthly executive briefing
All engagements begin with a 30-day pilot. Low commitment. High signal. → Learn more
TRACK RECORD
Results across insurance, financial services, and healthcare.
60%
Reduction in formulary change cycle time — from 90+ days to < 30 days — through workflow redesign and process optimization.
HEALTHCARE · REGIONAL HEALTH PLAN
$20M
In vendor overcharges identified through call center performance modeling and measurement infrastructure.
TECHNOLOGY · GLOBAL CONSUMER BRAND
80%
Reduction in exception queue size for Commercial Lines operations through process triage and cycle time redesign.
INSURANCE · LARGE REGIONAL CARRIER
+$15M
In retained premium through standardized workflows and production schedules, increasing retention from 70% to > 85%.
INSURANCE · SPECIALTY LINES CARRIER
60%
Productivity increase in BSA/AML Investigations Unit — throughput grew from 4,000 to 6,500 cases/month with no backlog.
BANKING · TOP-10 REGIONAL BANK
25%
FTE capacity gain identified through operational triage — approximately 100 FTEs in recoverable waste.
LEGAL SERVICES · NATIONAL PROVIDER
ORGANIZATIONS WE'VE SERVED
USAA
Boston Medical Center
Bank of the West
Verisk Analytics
Argo Insurance
Erie Insurance
Farmers Insurance
Walmart
Tesoro
Lexitas Legal
Trinity University
Bexar County Sheriff's Office
ABOUT
Allan Osterman, MBB
Allan Osterman · Founder, Meridian CI Group
Allan is the founder of Meridian CI Group and a Lean Six Sigma Master Black Belt with over 25 years of experience driving operational excellence across insurance, financial services, healthcare, banking, and government.
He has delivered more than $80M in documented client savings, trained over 20 Black Belt cohorts and 50 Green Belt cohorts, and built CI governance frameworks for organizations ranging from Google and USAA to regional credit unions and insurance carriers.
His Prosci change management certification adds a discipline most LSS practitioners lack — the ability to make change stick, not just design it.
Lean Six Sigma Master Black Belt — Six Sigma Academy, 2001
Prosci® Certified Change Practitioner — 2023
Air Academy Lean Six Sigma Instructor — 2008
MS, Mathematics & Statistics — Wichita State University
$80M+
Client savings delivered
25+
Years of practice
30+
Black Belt waves
75+
Green Belt waves
ALSO OFFERED
LSS Training for Financial Services Teams
For organizations that want to build internal Lean Six Sigma capability, Meridian CI Group offers cohort-based Green Belt training designed specifically for financial services practitioners.
This is not a generic LSS certification program. Every case study, every framework, every exercise is drawn from real work in insurance, banking, credit unions, and healthcare operations.
→
Vertical-specific content — insurance, banking, credit unions, healthcare
→
Real client case studies — not textbook examples
→
Live cohort model with peer accountability
→
MBB-led instruction and coaching throughout
→
Certification upon completion
NEXT COHORT — COMING SOON
Green Belt Certification
for Financial Services
An 8-week live cohort for operations professionals in insurance, banking, and healthcare who want practical LSS skills — not just a credential.
Format: Live cohort · 8 weeks
Class size: 15–20 participants
Audience: Financial services operations teams
Investment: Contact for pricing
Ready to find out what’s possible in 30 days?
Every engagement starts with a no-pitch discovery call. We’ll talk about where you are, what you’re trying to solve, and whether this model is the right fit.
Schedule a Discovery Call
Or email directly: allan@meridiancigroup.com