Case Study
Improved Process Controls Through Automation at Marketing and Sales Support Company
A marketing and sales support company faced internal issues with cumbersome manual processes.
Learn MoreA global insurance corporation experienced an SME growth opportunity, but faced profitability challenges due to patchwork systems and processes and poorly curated underwriting data. The company needed help to develop an optimized customer journey and systems platform to profitably capture this growth opportunity.
The SSA & Company team developed a structured understanding of the preferred broker journey for SME clients for winning business and built and deployed a highly automated systems platform with multi-country, multi-product, portal and API connectivity. We created ‘proof of concept’ in two countries, focused broker partnerships to test and drive adoption, and provided execution and scale-up support, all driving towards target-operating model vision and tracking results.
Engaged users from over 40 global, regional, and local broker organizations on the platform
Generated over $12M GWP in year 1 from single policy new business and portfolio transfers
Identified 50% premium growth from SMEs within 4 years
Engaged users from over 40 global, regional, and local broker organizations on the platform
Generated over $12M GWP in year 1 from single policy new business and portfolio transfers
Identified 50% premium growth from SMEs within 4 years
A marketing and sales support company faced internal issues with cumbersome manual processes.
Learn MoreDue to poor data quality and inefficient reporting processes, a global insurance corporation lacked actionable real-time information on business unit performance and progress towards multi-year savings goals.
Learn MoreA top reinsurance company faced difficulty in integrating disparate internal stakeholder groups impacting a key migration program’s deliverables and timelines.
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