Group Insurance and Worksite Marketing
Patpatia & Associates has extensive experience helping leading insurers and other employer services purveyors, including both product manufacturers and third-party distributors, to grow their businesses by capitalizing upon focused product and marketing strategies. They rely on us to:
- Analyze the strategic business opportunities and viability of group benefits products including life, health, P & C, and retirement offerings
- Enhance voluntary product sets beyond traditional insurance offerings (e.g. banking, funds, card services) for comprehensive financial services business models
- Design and benchmark products for global markets
- Define and implement strategic alliances to enable clients access to a full spectrum of employer services products
- Tailor sales methodologies, such as direct-by-carrier, brokerage, affinity group, and worksite marketing, to public, private, union, and plan participant market segments
- Establish sales and distribution infrastructure including education and training programs to maximize revenues
- Cultivate worksite distribution for proprietary and non-proprietary insurance offerings that incorporate complementary planning and wealth management services
A P & A Case Study in Voluntary Benefits
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
