Sales Effectiveness

Over the years, we have developed extensive expertise in insurance distribution through comprehensive research on agents and sales collaborators. Our expertise is showcased in the following areas:

• Monitoring network satisfaction with company offerings and services, and evaluating their positioning in relation to the market and direct competitors;

• Listening to the networks to understand their needs and support requirements, with the goal of enhancing the value proposition and defining actionable intervention plans;

• Assessing the attitudes, behaviors, and skills of distribution networks to support change management initiatives and innovations in processes, products, and services;

• Analyzing the sustainability of sales points, considering not only the economic aspect but also environmental and social factors;

• Monitoring distribution trends, the economic performance of channels, and customer-focused marketing initiatives.

We leverage both qualitative and quantitative research techniques to drive business process innovation for distribution networks. This includes mapping touchpoints, evaluating 'joy' and 'pain' points, and identifying opportunities for improvement.

By using customizable tools that integrate proprietary and client data, we help monitor and optimize territorial presence, factoring in competition levels and the business potential of specific areas and local markets. Additionally, we provide strategic guidance for distribution networks through the analysis of KPIs related to productivity, efficiency, and economic sustainability.