Market Presence Target insurances in mid-sized North American markets leveraging Old Mutual Financial Network's Baltimore base and 201-500 employees to position as a regional insurer with scalable solutions and localized expertise.
Tech Enablement Leverage their tech stack including AWS, Google Analytics, and advertising tools to propose modern digital modernization, data-driven customer experiences, and outsourced analytics services that complement their current online presence.
Growth Initiatives Align with ventures and innovation output highlighted by partnerships with Anthemis Group and the NGI office to offer innovation platforms, insurtech collaborations, and pilot programs for new products.
Awards and Programs Capitalize on existing incentive and engagement programs such as Savings and Investment Monitor and Rewards programs to cross-sell investment products, loyalty-based offerings, and employee engagement-driven distribution channels.
Strategic Partnerships Present value through NSX partnership activities and social impact initiatives (scholar investment, community challenges) to propose enterprise giving, sponsorships, and co-branded financial education initiatives that can expand distribution and brand trust.