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We generate added value for insurance brokers, intermediates and risk advisors by developing INDIVIDUAL & UNIQUE models to support them to thrive and grow now.

From reviewing the strategic positioning, developing organizational designs and improvement of operational performances to succession plan and onboarding of investors.

 

Every situation is individual and needs its unique ideas and solutions. ​

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why now
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The environment of insurance brokers and risk advisors is rapidly changing and the challenges for brokerage companies are becoming increasingly complex.

Why now?

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  • The search for talent and experts is becoming increasingly difficult

  • The speed of digitisation and the associated opportunities and risks

    require investment and the transformation of your business

  • Increased requirements on sustainability and ESG

  • Through consolidation and investment, many competitors will disappear from the market and new large brokerage companies will emerge

  • Regulatory demand and bureaucracy

  • Due to increased costs, the necessary capital for growth

    investments is often missing

  • Too little time to focus on your customers

Talking about "the approach"

People

  • Talents management

  • Succession planning

  • Team hirings

  • Company culture

Partnerships

  • Onboarding of investors (minority & majority)

  • Mergers & Ad-on-acquisitions

  • Partnerships such as complementing businesses or international networks

Processes

  • Organizational design

  • Operational efficiency

  • Project Management & Transformational change

  • Digitalization projects

Performance

  • Strategic positioning & design

  • Topline growth / sales

  • Interim Management

  • International presence

  • Insurer relations & placement capabilities

independent - high performing - growth oriented - long term focused 

© 2024 secured by Herrmanns Advisory Partners

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