CASE STUDY

Designed Segmentation Strategy to Improve Operational Efficiency by 35% at PE-Owned Insurance Company

Challenge

A private equity-owned P&C insurance portfolio company’s support model was inefficient and unorganized across customer segments and markets, leading to quoting capacity constraints and service quality inconsistencies.

The company needed help in crafting an ideal future state with a focused strategy on high-value accounts.

Approach

  • Analyzed and mapped current state segmentation and processes to streamline phased approach to new account tiering and service
  • Facilitated workshops to identify opportunities to shift tasks and free capacity for underwriting
  • Designed process step capacity models to determine optimal staffing structure across growth scenarios

Results

I.

Crafted large account governance and organization structure to streamline implementation of targeted approach

II.

Identified opportunity to increase operational efficiency by 35% through clear tiering and segmented service levels

III.

Accelerated annual growth of >100 high-value accounts based on increased efficiency

Results

I.

Crafted large account governance and organization structure to streamline implementation of targeted approach

II.

Identified opportunity to increase operational efficiency by 35% through clear tiering and segmented service levels

III.

Accelerated annual growth of >100 high-value accounts based on increased efficiency

Related Case Studies

Case Study

Delivered Redesign of Business Processes to Improve Efficiency by 30% at PE-Owned Insurance Company

A private equity-owned P&C insurance portfolio company sought to perform process reengineering to improve efficiency and enable a strategic shift towards target customer segment using fit for purpose, asset light, and flexible tech infrastructure.

Learn More

Case Study

Transformed End-to-End Businesses to Create Global Operating Model for Global Asset Manager

A global asset manager needed to drive an end-to-end transformation to institutionalize design thinking and create a single, consistent global operating model.

Learn More

Case Study

Improved Margin by 30% by Eliminating Profitability Leakage at Waste Management Leader

A waste management leader sought to increase profitability in line with revenue growth.

Learn More

Case Study

Developed North Star Vision to Digitally Transform Operations for Global Insurance Company

A global insurance company faced increasing competition from Insurtechs and needed help establishing the vision to transform their operations and IT Infrastructure to the modern digitized age.

Learn More

Engage with SSA & Co.

We partner differently. Shoulder to shoulder, we solve today’s toughest business problems with you.

Contact Us

Stay up-to-date with our latest news

This field is for validation purposes and should be left unchanged.
Name(Required)