Case Study

National Accident & Health Insurer

Organization Strategy & Execution


  • 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


$400M+ Revenue