Support for a Social Protection Group in structuring its regional development plans for the next 3 years
Context
To meet the objectives of maintaining and growing its portfolio in the group and individual insurance market, our client wanted to support its sales regions in building their 3-year development plan.
Objective
Our customer asked VERTONE to frame, build and equip the approach with a pilot region, in coordination with the Marketing and Sales Departments.
VERTONE contribution
- Drawing up an inventory of the portfolio and sales potential in the pilot region
- Identification of priority collective and individual targets, and the main associated levers for action.
- Analysis of sales performance and identification of key action levers
- 3-year business and commercial production projections
- Structuring the working approach for widespread deployment in other regions
To find out more, contact our team