Establish New Operations for a Global Supplemental A&H Insurer

Background

PROJECT OBJECTIVES

• Help a Chicago based insurance company start up a new line of business in Chile based on a business concept that was successful in Mexico
• Use a transactional system that was hosted in Australia and maintained in India

Project Highlights

ROLES AND RESPONSIBILITIES

• Developed project and change management plans
• Developed business processes for Sales roles in the new business
• Translated where necessary (English <=> Spanish)
• Led communication touch points with teams across multiple geographies (and time zones)
• Developed detailed instruction guides for leaders to manage change

Ignite's Impact

WHAT WE ACCOMPLISHED

• Provided client an integrated view of the program across all teams across multiple geographies (United States, Mexico, Australia, India, Chile)
• Client was able to understand and begin to overcome cultural issues and barriers
• Client had a better end-to-end understanding of systems, processes and people

Results

WHAT SUCCESS LOOKS LIKE

• Successfully implemented systems and processes
• Ignite helped client understand synergies between Latin American teams and Spanish-speaking US teams (sales, operations and call centers)
• Client asked Ignite to develop playbook for market expansion in other Latin American markets
• Client requested assistance on two additional projects related to the Latino market in the USA, as well as the insurance markets in Brazil