We drive the future of the Insurance Market
Specialized consulting services in insurance product design, administration, procedures, and marketing. Supporting Banks and Insurance Companies in their professionalization and continuous improvement processes in the insurance sector.
We advise. We design. We train. We transform.
Our vision
Improve, innovate and professionalize the Insurance Market
Our Core Function
- We help your company to:
- Develop business control tools
- Review and optimize products and services
- Reformulate business strategies
- Update processes
- Train and specialize staff
Our Services
Comprehensive consulting for Insurance Companies and Bancassurance
Product Design
Reformulation and updating to improve the value and competitiveness and design of products
Innovators
Commercial Strategies
Market segmentation, product alignment. Design of effective sales, loyalty and
positioning plans.
Underwriting
Preparation of subscription manuals, evaluation questionnaires, risk acceptance policies, combination of clauses and coverage.
Customized Training
Induction programs, underwriting, marketing of corporate products and retail products, knowledge and administration of insurance products.
Why choose us?
Why choose
Meresman Consultants
We stand out in the Insurance Market for our expanded field experience, innovation, strategic vision and human focus.
Experience
Over two decades supporting financial and insurance entities in the design, review and optimization of their insurance products and processes.
Full coverage in key areas
Startups, strategic consultancy, product development, regulatory adaptation of products, underwriting, marketing, risk administration, operations and training programs.
Customer-centric approach
Personalized solutions, close attention and a real commitment to results.
Our process of step-by-step consultancy
01 Diagnosis and Evaluation
Initial meeting
We begin with a personalized interview to understand the structure, needs and objectives of your organization.
Needs assessment
We analyze your products, processes, commercial structure and human equipment to identify areas of improved development.
Customized Strategic Proposal 02
Presentation of solutions
We share an action plan with strategies, tools and concrete recommendations, adapted to your reality.
Review and decision making
We review the plan together with you to define the next steps, prioritizing impact, viability and deadlines.
03 Implementation and Monitoring
Execution of the plan
We develop proposed changes: from the reformulation of products and processes to the training of your team of professionals.
Monitoring and Continuous Improvement
We evaluate results, measure impact, and adjust our approach to ensure an effective and sustainable transformation.
You want to take your company to a new level of efficiency and professionalism?
Let’s talk about how we can help you transform your products, processes, and teams.
testimonials
Our Clients opinion
How can we help you?
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