Patpatia & Associates has extensive experience helping leading insurers expand employers market presence via focused product and marketing strategies. They rely on us to:
- Analyze the business opportunity and viability of group benefits products including life, health, and retirement offerings
- Design and benchmark products for specific markets
- Tailor sales methodologies, such as direct-by-carriers, brokerages, and worksite marketing, to public, private, union, and plan participant market segments
- Cultivate worksite distribution for proprietary and non-proprietary insurance offerings that incorporate complementary planning and wealth management services
- Enhance voluntary product sets beyond traditional insurance offerings for comprehensive investment services business models
A P&A Case Study in Group Insurance
has operating experience in a number of investment service disciplines and a deep knowledge base upon which to build solutions for evolving marketplaces.
