Insurance GTM
Agent Network, Digital Distribution & Claims-Led Retention
Insurance distribution in India is dominated by agent networks, bancassurance, and increasingly, digital direct channels — each with different economics, conversion dynamics, and retention patterns. We design GTM programmes that grow agent productivity, build digital acquisition funnels, and create the claims experience and retention systems that make insurance brands sustainable.
36+
Industry Sectors
AI-Powered
GTM Research
B2B
Channel-First
90-day
First Results
What We Deliver
Concrete GTM outputs tailored to the realities of your industry — not generic frameworks.
Agent Productivity & Enablement Programme
Agent ICP, recruitment funnel, training curriculum for needs-based selling, product comparison kit, and performance management cadence for insurance agent networks.
Digital Direct Acquisition Playbook
Online quote-to-bind funnel optimisation, channel mix for health, term, and motor insurance, retargeting strategy, and drop-off intervention sequences.
Bancassurance & Corporate Channel GTM
Bank partner ICP, staff training programme, product placement strategy, and performance incentive design for bancassurance and affinity group channels.
Claims Experience & Retention Programme
Claims communication kit, settlement speed narrative, customer communication timeline during claims, and post-settlement retention and renewal programme.
Renewal & Lapse Prevention Playbook
Renewal reminder cadence, lapse prediction model brief, winback sequence design, and premium financing option communication for preventing policy lapses.
Regulatory-Compliant Needs-Analysis Kit
IRDAI-compliant needs analysis conversation guide, product suitability documentation framework, and disclosure requirement integration for agent and digital sales flows.
The Commercial Difference
Agent productivity determines growth trajectory
In insurance, the top 20% of agents typically generate 80% of new business. A structured enablement programme that raises the median agent from average to above-average performance has more P&L impact than recruiting more agents.
Claims experience is the real retention driver
Policyholders who have a positive claims experience renew at 85 to 90%+ rates. Those who have a negative experience churn at 60%+ rates. Investing in claims communication and settlement speed is the highest-ROI retention programme for any insurance company.
Digital funnel optimisation doubles bind rates
Most insurance digital funnels lose 70 to 85% of quote initiators before bind. A structured funnel optimisation programme — reducing form length, adding trust signals, and implementing cart abandonment sequences — can double bind rate without increasing traffic spend.
Lapse prevention protects premium income
A 2% reduction in policy lapse rate across a 100,000-policy book has the same P&L impact as acquiring 2,000 new policies — at a fraction of the acquisition cost. Renewal and lapse prevention programmes are consistently the highest-ROI investment in insurance.
Is This For You?
How We Engage
A structured, time-boxed programme with clear milestones at every stage.
Distribution & Funnel Audit
Audit agent productivity distribution, digital funnel conversion rates, bancassurance channel performance, and lapse rates by product and segment.
Programme & Playbook Design
Agent enablement kit, digital funnel optimisation plan, claims communication programme, renewal calendar, and lapse intervention sequence.
Launch All Channels
Agent training programme launch, digital acquisition campaign optimisation, bancassurance staff enablement, and renewal/lapse intervention go live.
Measure & Scale
Track agent productivity quartile shift, digital bind rate improvement, renewal rates, and lapse reduction. Scale winning channel programmes and refine underperforming ones.
Frequently Asked
Ready to Grow Your Insurance Distribution?
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