Transforming insurers for the future
Patpatia & Associates guides life, health, and property & casualty insurers to capitalize upon shifting customer, technological, and regulatory opportunities across the individual, corporate, and group benefits markets
Our insurance specialties include:
Market & Distribution Expansion
Promoting Sustainable Growth
We assist our clients to adapt to harness underserved customer segments and improve business practices through coordinated market and product strategies, along with integrated distribution systems.
- Customer-focused solutions and segmented engagement models
- Complementary channel development across banks, brokerages, worksite, & affinity markets
- Digital sales transformation powering omni-channel client engagement
- Sales force growth & performance maximization and data-driven marketing
Operations Reinvention
Greater Efficiency Through
Modern Platforms
Patpatia & Associates helps insurers overcome outdated infrastructure to realize growth & profitability objectives, overhauling current practices and introducing new solutions.
- Operating model redefinition engaging internal & outsourced servicing
- Legacy platform rationalization and modernization
- Straight-through-processing maximization & digital client servicing
- Enterprise risk management & compliance automation
Investment Program
General & Separate
Account Maximization
We develop and execute optimal investment strategies to maximize the economic contribution of asset management to insurers top & bottom line growth.
- Organizational redesign and expense optimization
- Outsourcing program execution and integration with internal management
- Liability-driven investment processes and enterprise asset allocation programs
- Strategic growth of complementary money management capabilities via liftouts & acquisitions
