Design and implementation of a status and associated value proposition dedicated to Mass Affluent customers
Context
A mutual insurer wants to strengthen its position in the Mass Affluent market, characterized by low volumes but high business potential.
Objective
VERTONE was commissioned to develop a complete value proposition dedicated to Mass Affluent customers, and to support the customer in its implementation with networks and customers.
VERTONE contribution
- Definition of eligibility criteria and customer portfolio segmentation
- Development of a value proposition based on 6 differentiating factors
- Pilot implementation with 2,500 customers
- Development of an application dedicated to this clientele
- Preparation and support for the general roll-out to 400 wealth management advisors: contact plan, training, marketing of the value proposition...
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