Client Needs & Objectives
Our client, a European investment company, wanted to evaluate an investment opportunity in an animals insurance broker.
The report was structured to respond to several key questions along six categories:
- Market dynamics
- Strategic positioning & commercial performance
- Relationship and reputation with stakeholders
- Operations & process assessment
- Development strategy by becoming their own risk carrier
- Business plan review & challenge
Our approach
- Market dynamics: main trends & market drivers for the animals and H&P segments, competitive review, regulatory environment assessment, focus on the upcoming commissions
- Strategic positioning & commercial performance: identification of competitive clusters & risk of new entrants, pricing strategy, commercial organization audit
- Relationship and reputation with stakeholders: analysis of the target’s quality of service delivered to its risk carriers, brokers partners …
- Operations & process assessment: value chain approach (underwriting, contract management, claim management….)
- Development strategy by becoming their own risk carrier: feasibility and rationale of the development strategy
- Business plan review & challenge: hypothesis-driven approach based on market assessment and expert interviews
