Financial Services and Insurance

Financial services companies operate in highly complex and regulated industries. Their ability to react swiftly to industry pressures, changing regulations, competition, customer and product diversity, staff turn over, and low performing producers depends on how effectively the make and implement critical decisions.

Straxecute forms excellent working relationships with our insurance and financial services clients. We build a well defined roadmap, a clear plan of action, robust management systems, behavior expectations, metrics and measures, rewards and incentives and implement them throughout the organizations for our clients continued long term success.

  • Developing a sales culture, training the sales team, designing sales systems and methodologies to close more deals.
  • Building a strong online presence with digital marketing to reduce conventional marketing expenses and attract more leads.
  • Implementing technology & CRM aligned with company strategy.
  • Streamlining application processing for quicker turn around time.
  • Strengthening claims management for enhanced customer experience.
  • Reducing cost of operations to generate better profitability.
  • Deploying leading key performance indicators (KPIs) for better operational and financial management.
  • Instituting financial reporting and corporate governance for improved decision making and clear accountabilities.

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Other Worksheets

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Sales Assessment Worksheet

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PWC Report

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EY Report