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Case studies

Support for a Social Protection Group in structuring its regional development plans for the next 3 years

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

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