“Our team highly values Dan and Potomac Core for the keen research and growth insights they provide. Their skill and determination to help us grow opened potential pathways we hadn’t previously considered.”

Kevin H. Brown, Esq., CAE

Former Senior Vice President, General Counsel, The
Institutes and Executive Director, CPCU Society


The Institutes serves as the industries most trusted and respected knowledge leader working to meet the evolving professional development needs of the risk management and insurance community. As part of its ongoing initiative to raise the professionalism of the industry as it increases member based offerings beyond the CPCU Society, the Institutes is exploring a new Association opportunity. As part of an extensive evaluation process Potomac Core was retained to assist in identifying and validating new opportunities to evaluate the viability of developing an inclusive and flexible member-based organization to serve the P&C industry. Potomac Core was tasked with conducting positioning research and interviews with key industry stakeholders.


Initial research identified critical business trends impacting the industry’s performance. It also reflected how existing challenges opened potential windows of opportunity for the Institutes to drive innovation and performance throughout the property and casualty sector.