Broker

Case Study Two

A small broker in the South West asked me to provide them with a review of their business strategy.  This already successful business had 4 distinct sectors of the business:

  • Commercial broking;
  • Personal lines account;
  • A small, single product scheme facility; and
  • A building society agency.

From an initial analysis of income, costs, resources and management time, it was clear that there was a significant disparity in the resources employed versus return between the business segments.

Case Study One

Recognising that, at the time, they didn’t have the core commercial lines experience, this major high street broker asked me to develop a commercial insurance strategy for them to enable them to develop into a major commercial player.

Intermediary

Having built and managed brokers over a number of years we are well placed to assist in a number of areas including:

Business Sectors & Distribution

We have significant experience across different business sectors and distribution.  Please click on the appropriate link below or get in touch now.

Acquisitions and mergers

If you’re considering acquiring another business entirely or just a book of business, it pays to have experience on your side. 

Insurers

Do you need someone who immediately “get’s it” and understands what you need?  Someone with a track record of delivery and success?  No need for days of “acclimatising” to the sector, no long learning curve.  Someone who can hit the ground running?My wide range of skills and experience across a number of senior roles makes me unique combination of skills to deliver your project.

Key experience areas include:

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