Client Impacts

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

Capabilities
Private Equity & Financial Sponsors Insurance

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

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