insurance-distribution-practice

Perspectives

Insurance Sales and Distribution practice

Serving insurance producer and carrier organizations

Our Insurance Sales and Distribution practice helps insurance producer and carrier organizations navigate the macroeconomic trends and signature issues they face in today’s marketplace.

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In-depth strategy and execution

Drawing on deep industry experience and ecosystem alliances across the insurance producer and field sales distribution journeys, we specialize in delivering strategic approaches across people, process, data, and technology to help our clients drive new customer acquisition, improve retention, and penetrate existing customers and households.

Well-positioned to help you address key needs

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Optimize your channel partner relationships

Optimize your channel partner relationships

By deepening your understanding of targeted distribution partners and deploying engagement strategies across your channels to improve relationships and increase production among brokers, agencies, and carriers.

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4 out of 5

Reimagine the digital experience for producers

By striking the right balance between digitally powered and human interactions at the key moments that matter to deliver an insights-driven end-to-end experience for your producers and agents.

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Drive value and efficiency from sales and distribution data

Activate your data and information through artificial intelligence (AI), Generative AI, and digital to drive channel effectiveness, uncover deeper insights, and increase your value proposition across sales and distribution processes.

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365 to 5

Modernize your compensation model and solutions

Deploy sales effectiveness, compensation, and incentive strategies to motivate your producers and sales teams, and streamline administration by selecting, planning, and implementing vendor-supported solutions.

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Featured insights

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Driving growth in group insurance: Trends impacting brokers, consultants, and group insurers
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Long live the independent agency channel: Adapting to become their P&C Personal Lines carrier of choice
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Differentiating distribution to boost middle-market commercial insurance partnerships and production
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Embedded insurance is poised for exponential growth: Assess new distribution partners sooner rather than later
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Future of sales: Today’s B2B sales leaders must provide an experience that customers have come to expect
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Deloitte 2024 global insurance outlook: Life and annuity (L&A) insurers
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Consistent with Deloitte’s Industry Advantage program, the Commercial P&C industry’s focus on profitable growth and increasing expectations for Field Sales and Underwriters are driving carriers to make significant digital investments in an integrated Distribution and Underwriting experience. FSConnect for Commercial Insurance is a cutting-edge solution built using Salesforce’s Financial Service Cloud and GenAI capabilities to integrate distribution and underwriting, streamline the underwriting process, and facilitate informed decision-making with below key features.

  • Field Sales and Underwriter Dashboard: provides insights on priority submissions and tasks along with key KPIs
  • Submission 360 View: holistic view of submissions to empower underwriter to efficiently perform underwriting processes
  • GenAI Enabled Capabilities: provides submission summaries and chat bot assistance for informed decision-making
  • Document Management: ability to view, upload, and preview documents required during underwriting
  • Submission and Task List View: structured view of submissions and tasks with an ability to filter and sort based on priority or status
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