CASES IMPLEMENTED

Market Performance

Deployment of 12 leading metrics used to monitor market/insurers, with results categorized based on total combined scores and benchmark reports reviewed quarterly

Client Profitability

Four different categories based on revenue and margin size, driving different solutions: repricing, service mix review and strategic account planning, resulting in gains of 6 p.p.

M&A / Integration

From acquisition to full integration in 6 months, supporting revenue growth of 36% while driving economies of 7% on the total cost to serve

Service Center Implementation

Creation of a robust channel to centralize and manage frequent client transactions, reducing total cost to serve while generating sales capacity.

Sales Process Improvement

Elimination of non-value added activities in the front office by streamlining the process and segregating roles across sales and placement — improvement of 12% in sales capacity.

Lean Programs

Students using ‘Real cases’ during the entire program, developing presentation and analytical skills via storytelling. A total of 12 programs to more than 170 participants.

Location Strategy

Optimal model to support back and middle office functions, coordinating multiple workstreams - HR, tech, legal, real estate - to deliver 30% of cost reduction.

End to End Process Review

Full placement value chain transformation, supported by a cross-functional team and a phased implementation approach — reduction of 20% of the total cost.

Target Operating Model

Centralization of functions in national hubs, implementation of paperless operations, and alignment of service mix with client segmentation.