Client Needs & Objectives
Our client, a major French investment company, wanted to evaluate the opportunity of investing in a large corporate risk insurance broker (P&C as well as Employee benefits and H&P)
The report was structured to respond to several key questions, among 3 categories:
- Portfolio / book analysis, and evaluation of the churn risk
- Commercial, operational & IT processes review
- Growth opportunities assessment in the target’s markets (incl. international)
Our approach
- Market dynamics: main trends & market drivers for the P&C, employee benefits and collective H&P markets, in France and internationally
- Strategic positioning & commercial performance: identification of competitive clusters & risk of new entrants, pricing strategy, commercial organization audit
- Stakeholder management: analysis of the target’s quality of service delivered to its risk carriers, insurers and reinsurers’ perception (interviews)
- Operations & process assessment: value chain approach (underwriting, contract management, claim management….), and IT assessment
- Business plan review & challenge: hypothesis-driven approach based on market assessment and expert interviews
