The ability to collaborate efficiently and effectively with brokers and agents is a critical success factor for any insurance organization. However, managing these indirect sales partnerships can be complex and time-consuming, especially when dealing with a large number of agents or brokers.
This case study explores how a European insurance organization was able to organize its distribution operating model, making mutual success plans the center of the broker relationships.
The study highlights the benefits of mutual success plans in broker collaboration and serves as a valuable resource for any insurance organization looking to achieve greater efficiency and effectiveness in managing its broker or agent network.
