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Insurance - Strategy and infrastructure development


The Problem

New innovative personal lines insurer needs to attract long-term investment to finance system development and change in distribution channels


What we did

Facilitated the articulation and development of the product, business and operational models and their unique competitive advantages.

Produced the financial models, forecasts

Produced information memorandum

Managed potential investors due diligence processes.

Managed and implemented the revised the operational processes and IT Infrastructure


Results

Investment by overseas personal lines insurer keen to enter the UK market

Business relaunched


“Staggering persistence was required. We’d come so far and couldn’t give up. Blue Plate, and Jeff Herman in particular, was always there.”

Insurance
Case Study