After extensive assessment, applying real-time knowledge of the industry’s efforts to make marketing a central part of the growth strategy, we recommended a complete reorganization of the company’s marketing function. Along with The Altus Group, we were asked to complete a comprehensive review of the insurer’s current retail marketing capabilities.
#Clearview partners professional
With life insurance companies racing to increase engagement with policyholders and prospects, one old-line mutual insurance company retained LIMRA, including my professional consulting background and industry knowledge. (Asia Pacific Multinational Insurance Company) “The Eight Forces of Change Trends in Global Industry Transformation” presentation outlines what CAOs need to be aware of for future success. Clearview Partners Managing Director has been invited to address the Chief Agency Officers at the Annual Leadership Training Program. (European-based Multinational Insurance Company)Ĭontinuing leadership in the Asia Pacific market requires a constant focus on the future. LIMRA’s Talent Development Solutions experts will play a critical support role during this project. Clearview Partners has assembled an international team of Distribution and “Change Management” talent to lead the charge.
Later the plan is to roll it out to all of Europe, Asia and Latin America.
Most critical to the transformation will be the development of a “Best Practices Playbook” to be used initially with their Dedicated Sales Channel in four European countries. Transforming one of the largest global insurance companies into a contemporary “client centric” organization will be a significant challenge. Transformation – Agents to Advisors – Building a “Needs-based Advisory” Approach: (Latin American Multinational Insurance Company)
#Clearview partners series
Clearview Partners, in combination with LIMRA’s globally recognized, Field Compensation Design team, will be developing a series of workshops and case studies from which Executives can gain insight and understanding. The objective is to develop a unified understanding of Agent Compensation Design, as a lever of growth and profitability. The Regional Head Quarters of a major Latin American Company will be bringing together Country Executives from four countries. (USA Fraternal Insurance Company)įundamentals of Agent Compensation Workshops: LIMRA has selected Clearview Partners to complete the assignment, because of our in-depth understanding of Sales Channel Design. Together, we will be redesigning the Channel “go-to-market” and “client interaction strategy” of the future. Vision and Strategy: The Future of the Agency Distribution ChannelĬlearview Partners will be working with the CEO, Executive Vice President of Distribution, his leadership team and Field executives.
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