Achieve sustainable, customer-centric growth
Skyrocketing costs to insure discontented customers and inefficient operations are crushing insurance companies’ bottom line. How can insurers tackle these challenges in a way that’s both practical now and future-proof?
We partner with carriers, distributors and service providers to drive growth through strategic expansion and innovation. From entering new markets to developing differentiated products to pursuing high-impact M&A, our tailored approach meets organizations where they are.
Poised for reinvention
The insurance industry is at a turning point.
Customers increasingly expect flexible, personalized and embedded insurance options. P&C and life insurers face mounting pressure to modernize digital touchpoints. Traditional models are being tested by climate events, cyber threats and economic uncertainty. And new rules of distribution are reshaping how coverage is bought and sold.
Staying competitive requires bold moves and clear strategic direction. Insurance leaders are being defined by how decisively they respond to industry demands and evolution.
Focused on outcomes, not just advice
Our Financial Services practice is built for pivotal moments — when clarity, speed and impact matter most. We partner with leaders to tackle disruption, drive growth and create lasting value. Senior-led and hands-on, we bring strategic insight, industry depth and a focus on outcomes. Whether you’re evolving your model, entering new markets or shaping long-term strategy, we help you lead with confidence.
We serve clients across a wide spectrum of needs — here are just a few stories
M&A growth strategy and deal support for a multi-billion-dollar insurance brokerage transaction
- Validated deal hypotheses and synergy opportunities as part of deal confidence assessment
- Led retention analysis and development of retention strategy
- Developed integration strategy and led post-deal integration management office
Innovation strategy for an insurance carrier
- Created a step-by-step innovation process to improve idea generation and execution within the organization
- Recommended roles, responsibilities, and a centralized innovation team to guide execution
- Enabled early-stage implementation of innovation initiatives through defined governance, process ownership, and success metrics
Enterprise strategy development for regional life and annuity company
- Refined Enterprise strategy (e.g., vision, guiding principles) and developed business unit strategies with articulation of value proposition, differentiators, and implications across the insurance value chain
- Sized growth opportunities and investments required, and developed financial projections to set enterprise goals, metrics, and milestones
- Developed multi-year strategic roadmap and go to market strategies for the near-term growth opportunities
Target operating model for a workers’ compensation carrier
- Designed a new target operating model to better align with the client’s strategic goals
- Developed and prioritized model archetypes and collaborated with leadership on final design
- Delivered an implementation plan, including estimated incremental costs and role-specific changes