Strategy & Planning

From sizing the market opportunity and defining your 'strike zone', to evolving your value proposition and creating a win strategy - we can assist with a variety of Strategic/Planning activities within your Insurance and/or Financial Services Division - contact us now to discuss your requirements in more detail.

New Business Development

We are well connected within the industry and can help cultivate new leads or develop existing client opportunities - we can help in all facets of Business Development on an interim, fixed term or retained basis.

Tenders & Bids

(RFI's & RFP's)

An extension of our New Business Development service, whether you need interim resource to run a tender client side, or you need a highly experienced person to respond to an RFI or RFP. We have a vast amount of experience with Tenders! 

Project Delivery

We have delivered many complex client projects and know how to effectively engage and manage internal stakeholders whilst balancing the needs of the client. Whether it's a regulatory driven change impacting regional clients, or client projects driven by digitisation, new product launches, etc - we can help. 

Strategic Client Management

 Once you've won your client you need to keep hold of them! We have a huge amount of Account Management experience and can help you adopt best practice models to retain, optimise and grow. Interim & Coaching services.

Other Services...

There are many different client partnership services we can provide, whether you need to urgently find a new insurer or administrator, you have an immediate client challenge you need to overcome or you need to source Lifestyle products and services. Please contact us for an informal chat to see how we can help.