Business Plan and Valuation – Bancassurance

Sri Lanka

Business Case

Our client, a leading Insurance company in Sri Lanka, was pursuing multiple long-term Bancassurance partnerships, in an increasingly competitive environment. Our client wanted expert evaluation of the proposed business plan and expertise to support actuarial valuation of the business plan and recommended bid-range for each proposed partnership.

Solution Design


Review of the clients base case plans and assumptions


Business plan modelling and actuarial valuation


Calculate and recommend possible bid range with evaluation report

Key Outputs

The exercise included the following:

  • Review of the base business case and assumptions
  • Review of prospective partner data including available customer data / segments, products and sales
  • Identification of gaps and core Bancassurance partnership requirements
  • Excel models of business plan, value and potential financial offer
  • Evaluation report including relative comparisons and assessment of business plan