Industry experience

Financial services

Sales Change Programme

Client
Insurance Company
Sector
Financial services

Project description

The company established a Sales Change Programme to:

  • Enhance its positive reputation for customer service
  • Increase the scalability and flexibility of sales operations
  • Improve new business processing efficiency
  • Reduce unit costs within Sales Operations by reducing the number of processing centres.

As an interim measure, Sales Operations senior management decided to use an experienced 3rd party to help minimise implementation risk and to balance the programme and “business as usual” demands on their time.

Assistance provided by ItemPlus included:

  • Overall programme planning, organisation and management
  • Transition strategy (timescales and programme organisation)
  • “Shaping" the various projects and initiatives
  • Supporting business workstream managers in the planning and delivery of their projects:
    • Re-organisation of support functions
    • Customer proposition development
    • Culture change
    • Training strategy
    • Process definition
  • Defining the target operational vision.