Serving insurance producer and carrier organizations
Our Insurance Sales and Distribution practice helps insurance producer and carrier organizations navigate the macroeconomic trends and signature issues they face in today’s marketplace.
Drawing on deep industry experience and ecosystem alliances across the insurance producer and field sales distribution journeys, we specialize in delivering strategic approaches across people, process, data, and technology to help our clients drive new customer acquisition, improve retention, and penetrate existing customers and households.
By deepening your understanding of targeted distribution partners and deploying engagement strategies across your channels to improve relationships and increase production among brokers, agencies, and carriers.
By striking the right balance between digitally powered and human interactions at the key moments that matter to deliver an insights-driven end-to-end experience for your producers and agents.
Drive value and efficiency from sales and distribution data
Activate your data and information through artificial intelligence (AI), Generative AI, and digital to drive channel effectiveness, uncover deeper insights, and increase your value proposition across sales and distribution processes.
Deploy sales effectiveness, compensation, and incentive strategies to motivate your producers and sales teams, and streamline administration by selecting, planning, and implementing vendor-supported solutions.
Deloitte 2024 global insurance outlook: Life and annuity (L&A) insurers
Find out more
Our Latest P&C Industry Advantage Sales Asset
Consistent with Deloitte’s Industry Advantage program, the Commercial P&C industry’s focus on profitable growth and increasing expectations for Field Sales and Underwriters are driving carriers to make significant digital investments in an integrated Distribution and Underwriting experience. FSConnect for Commercial Insurance is a cutting-edge solution built using Salesforce’s Financial Service Cloud and GenAI capabilities to integrate distribution and underwriting, streamline the underwriting process, and facilitate informed decision-making with below key features.
Field Sales and Underwriter Dashboard: provides insights on priority submissions and tasks along with key KPIs
Submission 360 View: holistic view of submissions to empower underwriter to efficiently perform underwriting processes
GenAI Enabled Capabilities: provides submission summaries and chat bot assistance for informed decision-making
Document Management: ability to view, upload, and preview documents required during underwriting
Submission and Task List View: structured view of submissions and tasks with an ability to filter and sort based on priority or status