Bancassurance Partnership Acquisition


Business Case

Our client, a leading Life Insurance Company in Philippines needed assistance in preparing a winning proposal and Bid for a long-term Bancassurance partnership in a competitive RFP process

Solution Design

Due Diligence

Assisted the Client team in conducting a due diligence of prospective partner data and capabilities to validate the business case

Business Plan & Valuation

Developing the “winning” business plan, considering capabilities and both partners aspirations, with an Actuarial Valuation of the business

Bid Process Management

Assisting the client team in managing the internal and external processes related to the RFP bid, and discussions with prospective partner

Key Outputs

Some of the key outputs from the engagement included: A due diligence report, business plan, actuarial valuation of projected business, bid bands and recommendations to the Board of the company, review of the legal documentation / distribution agreement, and preparation of the bid document.