Identify new distribution partners (mutual insurers, brokers, e-brokers, asset managers, affinity banks)
Context
Our customer wanted to expand its network of distribution partners for its two individual retirement products, which at the time relied mainly on mutual insurance companies and a handful of brokers and independent asset managers.
Objective
Our customer asked VERTONE to gain a better understanding of its market, its positioning and to identify new distribution partners (mutual insurance companies, brokers, e-brokers, asset managers, affinity banks), as well as the arguments needed to convince them to enter into a partnership.
VERTONE contribution
- Drawing up an analysis of the individual retirement market, including the global positioning of distributors operating there and the opportunities and threats for the customer in this market.
- Establishment of a diagnosis of the customer's position and proposal of several possible development scenarios for the short/medium term.
- Identification of 5 categories of accessible distributors (mutual insurers, brokers, e-courtiers / pure players, CGP and affinity banks), 163 players within these categories and an evaluation of 70 players.
- Elaboration of ambitious scenarios and constitution of a short-list of 32 players, and drafting of arguments for approaching them.
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