Case Study
Situation
- Start-up subsidiary of a personal-lines insurer looking to enter the Accident & Health market
- No existing infrastructure – existing policy forms were only a shell
- Recently purchased a General Agency and Call Center
- Expectation to integrate acquisitions and disparate operations into a new business unit
SMA Services
Strategic Review
Sales Effectiveness
Product Review
Marketing Review
Actions & Impact
- In-depth analysis of markets, products and consumer needs and competitive landscape
- Constructed Strategic Plan
- Built Organizational Structure and Implementation Roadmap
- Created marketing and distribution development plans
- Brand Strategy and Tactical Plan
- Development of products and supporting infrastructure
- Integrated multiple third-party relationships
- Identified strategic acquisition targets and due diligence analysis
- Established customer-focused, growth oriented operating model
- Facilitated acquisition integration and optimization projects