Patrick D. Charais
President and CEO
Some of our key employees believe that if you understand the founder, you will understand the company. Consequently, they asked me to publish my biographical information. With their request in mind, and in the interest of brevity, I will attempt to draw a parallel between my experience and the audit we provide.
- Five years auditing nuclear power plants and their suppliers.
During this time, I learned to perform extremely detailed operational audits. As you can imagine, there was no room for error. Many of the operational auditing techniques I learned while in the nuclear field have been incorporated into our current audit.
- Ten years developing, negotiating, and administering multi-million dollar contracts.
As you may know, insurance policies are contracts. In addition to identifying noncompliance with rules that govern your workers’ compensation insurance plan, our audit identifies contract issues. In fact, a high percentage of the overcharges we identify are the result of policy noncompliance. We have identified more than $18,500,000 in overcharges to date.
- Seven years in market research and development.
While analyzing markets, developing programs, and implementing programs, I learned to match a product or service to a company having a need. We are a target marketing firm, and we are very good at identifying those companies that have the greatest need for our service.
- Fourteen years as President and CEO of Synergetic Solutions, Inc.
In the early years of Synergetic Solutions, we hired people with extensive insurance industry experience. They had a list of professional certifications as long as your arm but it was difficult to train them as compliance auditors. They were good people, and I have little doubt they were great in their field, but they tended to accept what has “always been done.” We are compliance auditors, and in our company, “compliance auditors” may not determine the acceptability of an activity based on “the way it has always been done.” Our determinations are based on the specific “chapter and verse” of the applicable governing laws, rules, regulations, filed plans, and policy. We cannot – and do not – ignore noncompliance regardless of past industry practices.
- My formal education includes:
- BA from Metropolitan State University (Minneapolis, MN)
- MBA from University of St, Thomas (St. Paul, MN)
If you have any questions about our service, please contact us at 1-800-758-2941. You are welcome to ask for anyone in management, the auditing department, the sales department, or me.
- Synergetic Solutions was founded in 1996
- We have conducted thousands of modification factor audits for over 2,000 companies
- Our overall success rate of recovery exceeds 70% for several profiles
- If you wish, we will provide you with a preliminary review to determine the probability of success for your company profile – Free of charge
- Our audit is performed completely off-site with minimal time required from you.
- Many insurance agents and brokers use our service to make certain their
customers’ premium calculations and experience ratings are correct. - Your account is assigned to an auditing team. A member of your auditing team will be designated your “central point of contact.” You may contact this person with any questions during the audit.
- We will update you on the status of your audit at least once every 30 days.
Executive Staff |
Business Development |
![]() Mary Doriott Assistant to the Director of Business Development |
![]() Michelle Orthaus Account Manager |
![]() Vince Salmela Account Manager |
![]() Misty Hill Account Manager |
![]() Jake Mooney Account Manager |
![]() Jay Ziegler Account Manager |
Doug Schultz Account Manager |
![]() John Wally Account Manager |
Auditing |
![]() Terri Koval, WCP Manager of Auditing |
![]() Alicia Voight, WCP Audit Team Manager |
![]() Jordan Boyce Audit Team Manager |
![]() Katie Harbott, WCP Senior Auditor |
![]() Sharon Mottaz Data Entry Specialist |
Missy Mayen Associate Auditor |
![]() Paul Birken Associate Auditor |
![]() Chloe Allen Audit Analyst |
![]() Alexa Sornsen Audit Analyst |
Support Services |
![]() Amanda Tessling Support Services Coordinator |
![]() Dar Lund Administrative Assistant |
Synergetic Solutions, Inc.
3890 Pheasant Ridge Drive Northeast, Suite 180
Blaine, Minnesota 55449
Phone: 763-331-3300 or 800-758-2941
Fax: 888-304-8961
E-mail: savings@synergeticsolutions.com























