VERTONE strategic transformation consulting firm

Case studies

Definition of strategic orientations for an affinity insurer (reform of supplementary social protection for civil servants)

Definition of strategic orientations for an affinity insurer (reform of supplementary social protection for civil servants)

Context

Our customer, an affinity mutual insurer, is looking to define its 3-year Strategic Plan in the context of the forthcoming reform of supplementary social protection for civil servants.

Objective

Define the main strategic orientations of the insurer's three-year plan and the associated roadmap in the context of the forthcoming reform of supplementary social protection for civil servants.

VERTONE contribution

As part of a project carried out in close collaboration with the insurer's COMEX :

  • External analysis of the insurer's markets (customer markets, in particular the civil service, and product markets)
  • Diagnosis of the insurer's situation (strengths/weaknesses/opportunities/threats) in all its customer markets, product markets and business lines.
  • Defining strategic challenges for the insurer over the Plan horizon
  • Identification of associated activation levers and qualification (business impact / cost accessibility - deadlines) then selection / prioritization
  • Drawing up a 3-year business plan and defining the main associated KPIs
  • Drawing up the implementation roadmap
  • Presentation to the Strategic Committee of the Board of Directors

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