Strategic consulting designed to help insurance companies assess distribution issues and increase revenues. Expertise in the analysis of channels, partners, cross industry alliances, and technology options. Methodology consists of documenting existing state, analyzing business objectives and developing future state business cases and implementation plans for insurance distribution scenarios.

• Review existing channels
• Review partner and technology options
• Identify “quick hit” opportunities
• Create baseline distribution ecosystem
• Interview stakeholders on future distribution design
• Identify inhibitors
• Identify organizational/budgetary constraints

Requirements Analysis

• Document business drivers
• Review competitive marketplace
• Validate state distribution design with client

Report and Recommendations

• Channels and technologies
• Partners

Business Case

• Develop business case for implementation scenarios
• Seek client approval and validation for business case

Transition/Implementation

• Develop transition plan and budget
• Line up vendor resources
• Coordinate implementation

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