Revitalization of direct provident and funeral business for an insurance group

Case studies

Revitalization of direct Prévoyance business for an insurance group

Revitalization of direct Prévoyance business for an insurance group

Context

A pioneer and leader in the French market for the direct sale of funeral and death insurance policies via a dedicated subsidiary and brand, our customer is facing a slowdown in acquisition and a significant churn resulting in portfolio stagnation.

Objective

Revitalize the Individual Pensions business to return to growth and achieve the ambitious targets set out in its new strategic plan (+1 million customers by 2022), by marketing its services under a single brand, regardless of the distribution network used.

VERTONE contribution

Analysis of the individual provident market, competitive benchmarking, 360° diagnosis of direct business, identification of innovative provident offers, identification and prioritization of actions to be implemented to improve operational and commercial efficiency, construction of the associated roadmap and business plan.For more information, contact our team.

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