YOUR AREAS OF ACTIVITY
Insurance

Innovative operational model in supplementary retirement

• Context: Within the framework of the Pacte law, this insurance company wanted to set up a new range of retirement products and a new “full digital” operational model, by forming a strategic partnership with a start-up.
• Our intervention: Framing and management of this project, holistic approach to coordinate all the projects (compliance, legal, contractual, electronic signature, IS, etc.)
• Differentiating element: The ability to master and coordinate all facets of the project, in a multi-actor environment, thanks to a composite team.

Operational excellence in management

• Context: This affinity mutual had 3 objectives: decompartmentalize internal operations, improve the productivity and quality of management processes and the quality of customer relations, decompartmentalize operations between the sales department and the operations department.
• Our intervention: Optimization of management processes, customer relations and managerial practices / Construction of the integration target in the Salesforce tool
• Differentiating element: A business expertise of back offices, coupled with a detailed knowledge of software packages on the market.

Definition of a system for managing conflicts of interest

• Context: On the eve of the entry into force of the DDA directive, the compliance department mandated us to apply this regulation in relation to the insurance distribution activities of its own network
• Our intervention: Mapping of conflicts of interest / Development of the policy for managing conflicts of interest
• Differentiating element: In-depth expertise on regulatory obligations coupled with our in-depth knowledge of insurance businesses and practices

Diagnosis of the individual health insurance portfolio

• Context: This company wanted to make an inventory of its range of individual health products, to improve both its market relevance and its profitability.
• Our intervention: The quantitative and qualitative analysis of the portfolio, the realization of a benchmark and the interview of representative distributors of the market, the development of a 360° diagnosis and the launch of a new product.
• Differentiating element: The ability to draw up a complete diagnosis, integrating the marketing, distribution and financial dimensions.

Implementation of the FRPS regulations (supplementary occupational pension fund)

• Context: Implementation of two FRPS within the social protection group.
• Our intervention: Identification of all the impacts on activities related to contracts, contributions, benefits, regulatory declarations / Construction of target scenarios for taking these impacts into account and decision support.
• Differentiating element: Our knowledge of the insurance business, from contract management to the accounting of operations and the production of regulatory statements.

Benchmark of trends in HRM insurance

• Context: Upstream of a project to launch a new MRH insurance product, this company wanted to know the trends in terms of customer experience and innovations.
• Our intervention: Realization of a benchmark of customer journeys on around 15 players (traditional insurers and new insurers) and a panorama of innovations and insurtechs across the entire insurance value chain
• Differentiating element: Our center of expertise in P&C insurance and our permanent monitoring of insurtech and innovations in insurance