Our Services include:

 

Strategic Planning:

• We work with our clients to develop and implement strategic plans for launching successful marketing and distribution programs. 
• Our planning process is flexible and will be customized to meet the specific needs of our clients.

 

Market Development:

• Identify current and emerging market trends including their opportunities and risks.
• Survey and analyze social, regulatory and industry trends.
• Analyze consumer demographics and consumer buying preferences.
• Identify consumer needs as well as product solutions that match needs.
• Survey competitors’ responses to market conditions.
• Align the best distribution methods for delivering solutions.
• Create new and/or modify the existing value proposition to meet newly identified target market opportunities

Distribution Strategies:

 

• Taking into consideration the target markets, existing relationships and the overall strategic plan we develop the appropriate distribution model(s).
• Create the appropriate sales processes for the chosen distribution model(s).
• Create and implement cross sell and up sell programs which expand existing relationships and improve profitability.
• We design and implement compensation and recognition plans that are consistent with the overall strategy.
• We recommend appropriate enrollment strategies and design processes, standards and benchmarks to support the implementation of the chosen strategy, for example; Worksite, Associations and Affinity Groups.

 

Product Design: 

 

• We design product plans as necessary and make recommendations on existing product portfolios and underwriting guidelines
• Work with our clients to deliver product solutions that meet the needs of the consumers

 

Recruiting and Training:

• Establish formal recruiting and training programs and create the necessary support materials

Post-sales Support:

• We assist in engineering or re-engineering the required processes for policy issue, billing, reconciliation and claims.

 

Project Management:

 

• Utilize comprehensive, tactical, solution driven approach based on marketing opportunities.
• Our approach includes (but is not limited to):
• Planning (Business and Strategic)
• Budgeting
• Time frames
• Benchmarking
• Process Engineering
• Training
• Metrics
• Contingency and exit strategy planning