Framework & deployment of sales support tools in the personal protection market
Context
In a competitive market, our customer is looking to win over professional customers outside the agricultural sector, particularly in the field of social protection (provident, pension and health insurance). In this context, they wish to equip their advisors to increase their skills in this area, by adopting a customer-oriented approach, and to be able to propose personalized offers of social protection cover for them.
Objective
Our customer called on VERTONE to build the roadmap for the creation of these tools and to ensure :
- Building target paths
- Managing implementation in the Group's networks.
VERTONE contribution
- Framing and prioritization of different routes according to challenges/feasibility
- Definition of target itineraries in collaboration with sales teams and support functions.
- Steering program bodies
- Framing and implementation of network change management programs
To find out more, contact our team
