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  Post-acquisition integration and growth strategy

Mandate
:
To develop and assist senior executive team with post integration optimization and better-align growth strategy


Approach:
Engagement included conducting of detailed interviews with all stakeholders, ensuring information symmetry across stakeholder groups, detailed analysis of forward-looking opportunities

Recommendations:
Foundation of process excellence, completely revised compensation structure to optimally align incentives with responsibilities and impact-areas, remapping of team regional boundaries, aggressive move into adjacent markets
 

The Insurance Practice group within Surje serves companies who offer insurance products in both personal lines and commercial lines, as well as specialized insurance products. Our clients come to Surje to both better deliver value to customers as well as achieving a more disciplined approach to risk management.

Our work is based on the understanding that insurance companies are constantly faced with the need to aggressively reach more customers, while maintaining compliance in a heavily regulated industry. At the same time, the boundary between insurance companies and financial institutions is blurring, which bring about a whole new dimension within the competitive landscape.  This presents prospects for adjacent product and service offerings, as well as vertical and horizontal integration opportunities.

Such ambiguous and complex relationships are at the core of the reason clients hire Surje & Company. Our consulting model enables us to identify misalignments in insurance products and customers expectations and allows our clients to truly understand the underlying values of each customer and deploy resources accordingly.

 
 
 
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