VERTONE Insurance Consulting

Case studies

Review of service portfolio and identification of areas for enhancement / rationalization

Review of service portfolio and identification of areas for enhancement / rationalization

Context

As part of the implementation of a segmented customer strategy focused on supporting key moments in life, our mutual insurer client is looking to optimize its portfolio of associated services.

Objective

Define the direction to be given to the services strategy to realize the insurer's promise to support its customers at key moments in their lives.

VERTONE contribution

  • Definition of key moments in life and associated needs for priority customer segments
  • Benchmark of the service value propositions of the market's leading insurers (some twenty insurers analyzed, representing 1,200 identified services)
  • Diagnosis of the insurer's service portfolio, particularly in terms of content, usage, customer and sales force perceptions, business models and profitability.
  • Identify the direction to be taken by the services strategy (new services to be created, services to be optimized, services to be phased out) to meet the insurer's ambitions and customer strategy.

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