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Actuarial and insurance solutions 

In addition to audit, enterprise risk management, tax advisory, financial advisory and management consulting services  Deloitte's GFSI practice provides to insurance clients, the Deloitte actuarial and insurance solutions (DAIS) team is uniquely positioned to combine actuarial and consulting expertise to provide actuarial and insurance consulting services to our insurance clients.

Services offered

  • Comprehensive financial, economic and strategic advice

If your company faces a major financial undertaking such as a merger, divestiture, acquisition or capital campaign, we can help. Our financial advisory services practice offers pre-eminent advice to clients on critical financial and economic events and transactions through the integrated global service lines of Corporate Finance, Valuation, Dispute Consulting & Forensic Investigations, and Reorganization Services. The experience, deep industry knowledge and specialized skill sets of our dedicated FAS professionals around the world, combined with the resources of the Deloitte network, enable us to provide unparalleled value to our clients.

  • Merger and acquisition

M&A work continues to be a significant consulting area for DAIS and the area most suited to our skills and products. Working on either the buy side or sell side we prepare full valuation services and due diligence reports on the targets.

  • Market entry strategy

We have done Strategy work for most markets in Asia including China, Korea, Taiwan, Thailand etc. Studies include competitor analysis, market analysis and studies of the regulations, compliance and insurance laws. For multinational insurers seeking to enter the China market, DAIS conducts market research on the demographics and attractiveness of the life insurance market, and established a database of financial data of insurance companies, product data and product strategy.

  • In distribution related services

DAIS build models of the agency and bancassurance sales forces, develop sophisticated models for projecting product sale volumes and build financial cases for expansion, purchase or re-organization of the current distribution strategy.

  • Actuarial projection models

DAIS developed, implemented and operationalized a comprehensive actuarial projection model for companies in the market. Working closely with our clients and their foreign investor’s actuaries throughout the implementation process, we identified and addressed several key issues related to companies operations, products and plans.

  • Management and business strategy

DAIS develops business plans and provides advice on entry strategy, operational and marketing strategy, cost management, and expense budgeting. We assist clients to set independent relevant modeling assumptions and build actuarial models, to support clients’ market entry plans and we have assisted with the pricing and development of a proposed set of new products for companies in the market.

  • Financial management and risk management consulting

Financial Management and risk management has developed rapidly in recent times and today demands a significant amount of our consulting time and resources. Clients seek to better understand their balance sheets and the hidden risks within when economic environments change for the better or worse. DAIS can construct sophisticated models to measure and quantify these risks and assist clients to find solutions, develop responses or take preventative strategies.

  • Regulatory consulting

The complexity and fragmentation of regulation within the insurance industry continues to challenge companies of all sizes. We can evaluate the impact of new regulations on your products and develop appropriate compliance systems. Using a multidisciplinary approach to regulatory affairs, we create solutions that ensure compliance and improve overall organizational efficiency. Our advisers are cross-trained to handle regulatory compliance for all segments of the insurance industry.

  • Internal control assessment
  • Regulatory compliance structures
  • Policy and procedures review
  • Inspections and deficiencies support
  • Compliance design and implementation
  • Peer group benchmarking

Contact us

  • Simon Walpole
    Partner,
    DAIS, Hong Kong SAR
  • Eric Lu
    Partner,
    DAIS, Beijing
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