OUR 5 PHASE PROCESS
Tired of consultancies providing an expensive piece of paper and then leaving you with the problem of how to actually implement their plan? We go further, providing key skills and resources from selectively chosen partners from around the globe. Follow our 5 phase process to see how.
PHASE 1: Initial Engagement and Problem Identification
During this phase we will meet with you to understand your needs, challenges, and goals, this will enable us to define opportunities clearly.
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Key Actions:
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Meet and build trust
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Gather insights
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Identify stakeholders
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Collect background data
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Define objectives and set expectations
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Outcome: A well-defined problem and clear opportunities
PHASE 2: Data Gathering and Insight Analysis
Gather and analyse relevant data to understand the opportunities.
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Key Actions:
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Identify data sources (reports, interviews, surveys)
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Collect quantitative (numbers) and qualitative (opinions) data
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Organise and analyse data for insights
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Outcome: A data-driven understanding of the opportunity
PHASE 3: Solution Development & Presentation
Create and present solutions based on analysis.
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Key Actions:
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Brainstorm potential solutions
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Evaluate and select the best option(s)
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Develop a proposal outlining implementation phases
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​Prepare and present findings
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Outcome: A clear, actionable solution for you
PHASE 4: Implementation, Delivery and Ongoing Support
Support and deliver the execution of solutions & opportunities.
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Key Actions:
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Develop plans & timelines
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Provide resources & delivery capability
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Monitor progress and resolve issues
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​Gather feedback for improvements
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Outcome: Successful outcomes with ongoing support
PHASE 5: Follow up & Evaluation
Ensure long-term success and formally close the project.
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Key Actions:
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Conduct follow-up meetings
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Evaluate success using KPIs
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Document insights and lessons learned
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Provide additional support if needed
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Outcome: Sustainable opportunities realised and a strong client relationship
BENCHMARK 360
Assess. Improve. Compete.
Benchmark 360 is our proprietary business assessment framework, designed to provide a comprehensive, objective view of performance across every key operational, commercial, and compliance function. Whether you're a broker, insurer, or investor conducting due diligence, Benchmark 360 delivers structured insight that drives confident, high-impact decision-making.
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Backed by nearly 50 years of combined insurance industry experience across broking, underwriting, pricing, technology, customer service, operations, and governance, Benchmark 360 brings real-world expertise to every engagement, not just theory.