Business case

International insurance business unit structuring and investment business planning

Situation: Strategy & business changes
Strategy

Context

A French mutual insurance group sought to reorganise and accelerate its international activities through a dedicated business unit. The client also needed to assess several diversification investments outside France and quantify their strategic, financial and solvency impacts.

Key Takeaway

The project covered insurance, brokerage and healthcare network activities across existing and contemplated international entities. Accuracy built a consolidated business planning model including premiums, commissions, claims, technical reserves, expenses, reinsurance, profit-sharing, solvency capital requirements, balance sheets, cash flows, synergies and investment ROI.

Accuracy Role

Accuracy built the decision-making framework for the international business unit, combining financial modelling, solvency analysis and investment return assessment. Our work helped senior management compare strategic options, quantify their financial impacts and decide whether and how to proceed with the contemplated international investments and diversification initiatives.

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