Principals

The Trilogy name is synonymous with claims administration knowledge and expertise. The founders of Trilogy have over a combined 60 years of claims administration operational and consulting experience.

Barbara Baldwin, CEBS, FLMI

Principal, Chicago Location

bbaldwin@trilogy-consulting.com

Ms. Baldwin has over 25 years of experience in the management and administration of group and individual medical, dental, and disability claims. Prior to founding Trilogy, Ms. Baldwin was a Claim Supervisor, Auditor for health care claims, Trainer, and Claim Manager for several Chicago area insurance companies, Director of Medical Consulting Services for a Chicago benefits consulting firm, and a Senior Manager at a large consulting organization. She specializes in the performance of claim audits and operational reviews for employers and reinsurers, and oversees the production of the Trilogy Claims Administration Handbook. She has been awarded the designation of Fellow, Life Management Institute with a specialization in life and health insurance claims. She has also completed the Certified Employee Benefit Specialist program sponsored by the Wharton School of the University of Pennsylvania and has been awarded the designation of Certified Employee Benefit Specialist. Ms. Baldwin has also written articles regarding claim administration audits for various industry publications. She is a member of the International Foundation of Employee Benefits and the Self Insured Institute of America. Her Bachelor's degree is from Western Illinois University in Macomb, Illinois.

Kathy Martin-Smith

Principal, Orlando, Florida Location

kmartin-smith@trilogy-consulting.com

Ms. Martin-Smith has over 25 years of experience in the health claims field. Prior to founding Trilogy, she was a Claims Supervisor for a Blue Cross Blue Shield organization and several large third party administrators, a Claims Auditor for a benefits consulting firm, and a Manager at a large consulting organization. Her responsibilities included supervision of all claims examining functions, training and quality assurance. Ms. Martin-Smith specializes in the performance of claim audits and operational reviews for employers, insurers and reinsurers. Ms. Martin-Smith has spoken on the topic of claim administration audits, and claim policy and procedure handbooks, at various industry conferences. She also performs MGU and HMO operational reviews and manages the marketing of Trilogy's products and services. Her Bachelor's degree is from the American University, Washington, D.C.

Trilogy is a member of:

International Foundation of Employee Benefit Plans

www.ifebp.org

Self Insurance Institute of America

www.siia.org

 

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