Post-merger integration | Integration of 6 insurance brokers

Client Needs & Objectives

Our clients, 3 Swiss insurance brokers, needed our assistance in order to ensure a thorough and mastered post-merger integration (of 3 and then 6 brokers) and become the leader in the geographical area.

The objectives were as follows:

  • Define the Marketing & Communication plan as well as a formation plan
  • Define the commercial action plan : product offering, distribution channels
  • Define the client relation model and the target operating model
  • Assess operations & processes
  • Elaborate a business plan
  • Define an IS architecture & adequate tools

Our approach

Pre-merger financial engineering

  • Interviews with the top management
  • Definition of a customer-centric strategic plan
  • Market studies related to the clients’ activities

Workshops with key managers, related to :

  • Organizational aspects
  • The definition of a global action plan and a clear time-frame for the merger
  • IS aspects (architecture, tools…)

Post-merger integration & change management

  • Governance planning and monitoring
  • Marketing & Distribution aspects (synergies & redundancies)
  • Definition & implementation of the commercial tools

Client Benefits & Main Results

  • A leader position in the Swiss Romandie insurance brokerage market

  • An enhanced product launching process and a reduced time-to-market, in line with market evolutions

  • Rationalization of the consolidated entity, and a mastered integration of all entities (from 3 at the beginning to 6 post-merger)

  • Implementation of efficient monitoring tools (sales, CRM…)

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


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