We are one of the leading top management advisory companies for the German insurance market with distinctive unique selling propositions in the operations and sales/ distribution segment. Through comprehensive project experiences and several studies we are able to answer the strategic questions of our clients in a very target-oriented manner.

Our clients include global, market-leading and inter-divisional insurance companies as well as niche players with a focus on specific sectors, sales channels, regions or target groups. In addition, our groups of customers also comprise national and international brokers, pools and marketing companies as well as trade associations and private equity funds.

Besides project-related activities, we organise trade exchanges in the form of events – like our EY Innovalue Roundtables. These are also of high significance to our value proposition. Thanks to our comprehensive high-quality network and the reach into a range of different perspectives on the insurance market, we have extensive knowledge and are always up-to-date with relevant industry developments and trends.

Our experienced Insurance Team possesses profound trade-specific and functional expertise relating to the entire value creation chain of insurers and brokers.

As part of the EY Group we provide a unique combination of strategy, transaction and IT consulting with a global reach. This combination allows us to advise our clients effectively and holistically.

The cooperation allows us to expand our services by including leading-edge methods, such as robotics and data-analytics, due diligence or legal entity optimization.

Our clients

  • Life insurance companies
  • Composite insurance companies
  • Health insurance companies
  • Marketing companies of insurers
  • Independent financial service providers
  • Broker pools
  • Int. and nat. industrial insurance companies
  • Online comparison portals
  • Financial investors
  • InsurTechs / Startups

Industry Expertise

  • Broker Market
  • Exclusive Distribution Network
  • Bank Sales

 

  • Direct and Online Sales
  • Claim Management
  • Digitalisation
  • Multichannel

Functional Expertise

Strategy

  • Growth Strategy
  • Product Strategy
  • Regulation
  • Customer Segmentation
  • Corporate Finance Strategy
  • Commercial Due Diligence

Operations

  • Process Optimisation
  • Operating Model
  • Restructuring
  • Cost Reduction
  • Post Merger Integration

Projects

Growth strategy for a medium-sized broker
A medium-sized broker with a focus on industrial business and a 150-year tradition is confronted with increasing competitiveness in the market and sinking margins in the core business...
Cost benchmarking in insurance sales
As part of the merger of several subsidiaries, efficiency and effectiveness were to be increased in the different sales channels within the sales/marketing department...
Business valuation of an online financial service provider
An online financial service provider experiencing dynamic growth was seeking to raise further capital to expand its business...
Regulation – stress test, regulation and options for action
A large foreign insurance company is pursuing the goal of positioning itself as a leading international specialist for life insurances and pension solutions in Germany...
Realignment of operational model
The current business climate in the insurance industry is putting pressure on the operational models of insurance companies, therefore they are faced with the challenge of aligning the internal processes to the new circumstances...
Market strategy for a top-5 insurance company
A globally operating top-5 insurance company offering life, composite and health insurance products through various sales channels, generates about 20% of the overall turnover through insurance agents and brokers...
Increasing bAV business
In a large regional database with more than 200 offices, the business field of company pensions is processed by both a GmbH (LLC) – for approaching corporate customers – as well as an in-house pensions department...

Publications

Wertorientierte Vertriebssteuerung
May 2017
Die Vertriebssteuerung vieler Versicherungs- unternehmen ist weiterhin auf das Neugeschäftsvolumen fokussiert.
„Revival“ des Angestellten­vertriebs?
July 2015
Die Rolle des Direktvertriebs innerhalb der Multikanal-­strategien von Versicherern
July 2015
2020 – das digitalisierte Makler- ­ unternehmen
May 2015
Das Marktumfeld in der deutschen Assekuranz hat sich durch eine Vielzahl externer Faktoren deutlich verschlechtert.
Wie viel Führung steckt eigentlich in "Führungskraft"?
February 2015
Seit der De­regulierung des Versicherungs­marktes befindet sich die Branche in einem Prozess ständiger Ver­änderung.

Contact Person

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Dr. Stephan C. Maier
Partner & Managing Director
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Christian Mylius
Partner & Managing Director
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Marco Gerhardt
Partner
Hans Eder
Executive Director

Twitter

08. November 2017
#payments #vc Mobile lender WeLab scoops $220 million in financing In https://t.co/Tmm66uKKCM
08. November 2017
#payments Apple's person-to-person payments service has launched in public beta In https://t.co/FBSabjfig2
07. November 2017
#payments USA Technologies acquires Cantaloupe Systems for USD 85 mln In https://t.co/jmhJ0hYbgn
07. November 2017
#payments Challenger bank Monzo raises another £71M from Goodwater Capital, Stripe and Michael Moritz Inhttps://t.co/IzqdCQSSOTT
07. November 2017
Interested banks, PISPs and AISPs might want to give us a call - you are very welcome https://t.co/k4ppp23yzV

Projects

Growth strategy for a medium-sized broker
A medium-sized broker with a focus on industrial business and a 150-year tradition is confronted with increasing competitiveness in the market and sinking margins in the core business...
International growth strategy for an acquirer
The customer belongs to the leading providers of payment solutions in Europe and the US, especially in the Merchant Acquiring segment the market position is excellent...
Improvement of the earnings position
Within the scope of strategy workshop sponsored by INNOVALUE, the board of directors of a top 30 savings bank (assets of approx. €8 billion) its growth strategy...
Accompanying a trans­action upon acquisition of a terminal portfolio
The customer is one of the leading providers in the net­work operations and merchant acquiring segment. The inter­national presence is expanded by entering of markets with a "follow your customer" strategy...
Cost benchmarking in insurance sales
As part of the merger of several subsidiaries, efficiency and effectiveness were to be increased in the different sales channels within the sales/marketing department...

Events

Press

Voice – A New Channel for Commerce and Payment
November 2017