The Portfolio Growth Accelerator addresses two fundamental questions:
- How do we best deploy scarce client relationship management resources to maximise value creation?
- How can we best support those resources as they engage with clients and prospects?
This solution helps insurers and multinational pooling networks benefit from:
Focused Profitable Growth
- Enhances existing sales pipelines and discovers new opportunities with the insurer’s proprietary data
- Reinforces the sales force deployment plan with a view on client pursuit strategies
- Suggests meeting agendas and content to the sales force
- Transforms transactional exchanges into strategic relationships
- Identifies at-risk clients and contracts, and offers recommendations to protect them
- Scales sales support teams “virtually” by leveraging AI-enhanced analytics
- Coordinates data acquisition, aggregation, AI training and analysis
Broker Channel Engagement
- Connects insurer’s AI to broker’s data sources to identify and classify joint targets
- Delivers advisory content to consultants
- Offers AI-based tools to brokers to improve prospect identification and pursuit