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Medwise Partners: Health Underwriting Services, Health Underwriting Consulting, Outsourced Health Underwriting

Our Team

Management | Consultants | Underwriters


Richard Swift, President Medwise PartnersRichard E. Swift, President
Richard Swift is the founder of Medwise Partners. He has over 30 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 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
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 Medwise PartnersNanette Penz-Reuter, Vice President
Nanette Penz-Reuter joined Medwise in 2005, as Vice - President.
She has over 25 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, Chief Underwriter, 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
  • Provided leadership, assessment and implementation direction for multiple rating and technology system "build-or-buy" decisions, resulting in increased efficiencies, pricing effectiveness, and millions of dollars in savings
  • Built Large Group, Small Group and Individual Medical Underwriting Departments from scratch for multiple Health Plans
  • Conducted full scope Group Underwriting risk and operational analyses, with strategic recommendations for multiple Health Carriers, including turn-around plans and ROI
  • 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
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.


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

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.

Healthcare Consultants, Group Health Underwriters and Financial Analysts

Our Healthcare Consultants, Group Health Underwriters and Financial Analysts have years of health underwriting experience and include some of the most seasoned in the industry. Our Employees have the skills, flexibility, and technical expertise to supplement your current underwriting staff and processes with minimal start-up time. Our experienced staff can be up-and-running, helping you underwrite your increase in new quote volumes, reducing your work queues, and managing your backlog, often within days.

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