Strategic & Commercial Due Diligence | Fuji Project

Client Needs & Objectives

Our client, a pan-European investment company, wanted to evaluate an investment opportunity in a Protection-focused insurance broker operating in the direct channels.

The report was structured to respond to several key questions, which can be organised into five categories:

  • Market dynamics
  • Strategic positioning & commercial performance
  • Stakeholder management (risk carriers)
  • Operations & process assessment
  • Business plan review & challenge

Our approach

  • Market dynamics: main trends & market drivers for the H&P segment, 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
  • Stakeholder management: analysis of the target’s quality of service delivered to its risk carriers, insurers and reinsurers’ perception…
  • Operations & process assessment: value chain approach (underwriting, contract management, claim management….)
  • Business plan review & challenge: hypothesis-driven approach based on market assessment and expert interviews

Client Benefits & Main Results

  • Detailed Due Diligence realized in two months, focusing on the client’s main interrogations, and giving a clear and formal opinion on each point

  • Risks identification under 3 perspectives:

  • - Regulatory environment (ACPR, commercial techniques…)

  • - Stakeholder management (quality of service, etc.)

  • - Operational sustainability of the model (lead-driven approach to sell “pocket” protection products)

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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.

 

Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

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