Strategy consulting for insurers and insurance brokers
In short
Exponent helps insurers, brokers and agencies define their business model, prepare feasibility plans and market studies, value insurance portfolios for sales or successions, and strengthen their sales channel and customer loyalty.
What problems does it solve?
- Growth that has stalled or depends too much on a few clients or insurers.
- Buying, selling or handing over a portfolio without an objective valuation.
- A sales network without clear targets or follow-up.
- Clients who leave without anyone seeing it coming.
What do we do?
Business model
Review of the value proposition, segments, products and channels.
Feasibility plans and market studies
To launch a line, open a branch or apply for financing.
Portfolio valuation
The value of an insurance portfolio based on profitability and retention data.
Sales channel
Organisation, targets, incentives and follow-up of the sales network.
Loyalty programmes
Retention and cross-selling to the existing portfolio.
Management support
Regular review of the plan with indicators.
What does a project look like?
- 1. AnalysisStarting point based on portfolio and market data.
- 2. PlanTargets, initiatives and figures.
- 3. Follow-upRegular review with management.
Frequently asked questions
How is an insurance portfolio valued?
We start from recurring commissions by line and insurer and adjust them for historical retention, client and insurer concentration and servicing costs. The result is a value range backed by data.
Do you work with small brokerages?
Yes. We adapt the scope to the size of the business, from a one-off review to ongoing support.
How long does a strategic plan take?
It depends on the scope; we agree a fixed timeline at the first meeting.