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
Review of the clients base case plans and assumptions
Model
Business plan modelling and actuarial valuation
Recommend
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