Management
 Richard
E. Swift, President
Richard Swift is the founder of
Medwise Partners. He has over 25
years of experience working with
health plans throughout the country.
His expertise includes a range of
operational and financial experience
including several years as the Chief
Financial Officer for a Regional
Health Plan. Throughout his consulting
career, he has been involved in
a broad array of financial and managed
care projects including:
- Served as Interim CFO
for several Regional Health
Plans
- Identified over $20M
of additional Medicare
revenue for a Regional
Health Plan
- Served as Interim Underwriting
Director for a large Regional
HMO
- Assisted a large hospital
system with the strategic
review and sale of their
health plan
- Managed the voluntary
liquidation and wind down
of a Provider-Owned Health
Plan
- Developed and implemented
a new Small Group underwriting
strategy to address a
company's declining block
of business
- Provided strategic and
operational guidance for
an unconventional start-up
health insurance company
- Served as Interim Financial
Manager for a managed
care turnaround situation
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Richard received a Bachelor’s of
Science from Mercer University and
an MBA in Health
Care Administration from the University
of Miami (FL).
 Nanette
Penz-Reuter, Vice President
Nanette Penz-Reuter joined Medwise
in 2005, as Vice - President.
She has over 15 years of Underwriting
Management experience with a proven
track record of increasing profitability,
increasing productivity, developing
and training employees, and initiating
positive change.
She has provided Executive level
leadership in a variety of roles
and strategic initiatives, including:
- Served in interim roles
of: VP, AVP and Director
of Underwriting for multiple
Health Plans throughout
the US
- Provided due diligence
regarding sale of a Regional
Health Plan, followed
by successful integration
of the Underwriting functions.
- Designed and automated
monthly Small Group renewal
process for a Regional
Health Plan, decreasing
renewal turnaround time
by over 300%.
- Built Large Group, Small
Group and Individual Medical
Underwriting Departments
from scratch for a Provider-Owned
Health Plan.
- Conducted a full scope
Small Group Medical Underwriting
operational analysis and
strategic recommendations
for a National Health
Carrier.
- Re-designed the Small
Group Underwriting process
for a National Carrier,
leading to a 15% decrease
in loss ratio, and 30%
improvement in productivity.
- Provided customized
underwriting training
programs for Large and
Small Group, FEHBP, and
Individual Medical Underwriting.
- Conducted FEHBP reconciliation
and audit analyses, resulting
in mitigation of defective
pricing charges, eliminating
millions of dollars in
assessed penalties.
- Uncovered and revised
defective pricing tools
and reports at a regional
Health Plan, resulting
in annualized savings
of more than $6M.
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Nanette received her Bachelor's
degree in Finance from the University
of Notre Dame. She earned an MBA
from Butler University, and holds
the designations of CLU, FLMI, and
HIA.
Consultants
LuCinda
Boaz
LuCinda has over 25 years of experience
in underwriting benefit pricing,
product development and rate negotiations.
Experience includes pricing, risk
evaluation, and financial plan development.
Strengths include group underwriting,
building productive teams, and meeting
and exceeding financial and business
plan objectives. Her accomplishments
include:
- Developed and implemented
a rating and underwriting
system for a national
carrier
- Culled book of business
by introducing a new class
of business, allowing
for medical underwriting
of employer groups
- Directed regional underwriting
department for national
insurer to achieve financial
and business plan objectives
of maintaining and growing
profitable membership
- Designed specifications
for a business database
allowing for management
reporting
- Managed and provided
underwriting and actuarial
analyses for high profile
group clients
- Contracted with various
health plans to manage
underwriting and to provide
financial analysis, which
included the determination
of monthly capitation
payments and establishment
of reserves
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Tom
Okonek
Tom has over 25 years of progressive
experience in managed care, healthcare
delivery and the medical practice
management systems industries.
His background includes a combination
of executive, management and hands-on
roles in a variety of areas encompassing
Fortune 100 to VC start –ups to
non profit organizations. Tom
spent 14 years with a major National
health insurance company in several
executive and management positions
including Claim Services and Operations,
Provider Contracting/Network Services,
Systems Development and several
strategic project roles. During
his tenure there, Tom was the
key business owner and/or leader
on many major business/system
projects involving auto adjudication,
strategic application enhancements,
provider contracting, consolidations,
outsourcing and M & A integration.
Shirley
Miranda
Shirley is a healthcare management
professional with a diverse background
in the managed care industry.
Her areas of expertise include
financial analysis, strategic
decision support and complex data
analyses to support actuarial
and underwriting decision making.
Group
Health and Medical Underwriters
Our Group Health and Medical
Underwriters include some of the
most experienced in the industry.
Many of our Underwriters are Registered
Nurses and all have years of commercial
underwriting experience with health
plans throughout the country.
Each has the skills and expertise
to supplement your current underwriting
staff and processes with a minimum
level of start-up training. Our
experienced staff can be up-and-running,
underwriting your excess new case
or renewal loads and managing
your backlog within days.
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