INSURANCE SECTOR

Operational solutions for insurance companies and brokers.

Rigorous, regulation-compliant support for acquisition, portfolio management and customer relations in the insurance sector.

Insurance: a world of high standards and compliance.

Insurance is a sector subject to strict regulatory constraints, long decision-making cycles and absolute confidentiality requirements. Industry players — insurers, brokers, mutual insurers, reinsurers — need operational partners who understand these realities from the inside.

Alpenor Group provides insurance players with operational teams trained in the specifics of the industry: individual and group protection, property & casualty insurance, personal insurance, institutional brokerage and distribution of regulated financial products.

All our services are delivered in strict compliance with the regulatory frameworks in force in our clients’ jurisdictions: FINMA (Switzerland), ACPR / ORIAS (France), FSMA (Belgium), CAA (Luxembourg), AMF (Québec). Personal data is processed in compliance with the GDPR and the Swiss Federal Act on Data Protection (FADP).

Our areas of expertise in the insurance sector

Distribution Network Development & Partnerships

Acquisition and management of partner broker networks, identification and qualification of business introducers, development of institutional B2B partnerships in insurance distribution.

  • Identification of partner brokers and general agents
  • Qualification and management of distribution networks
  • Development of institutional partnerships

Qualification Campaigns & Appointment Setting

Qualification of prospects for personal insurance, property & casualty or protection products. Qualified appointments for your specialist advisors, with the prospect’s needs, profile and expectations presented ahead of the meeting.

  • In-depth qualification based on product criteria
  • Appointment setting for insurance advisors
  • Complete file handover before each meeting

Operational Support & Customer Relations

Partial or full outsourcing of relationship management in insurance: handling subscription requests, following up ongoing files, supporting policyholders through their procedures, in strict compliance with personal data protection.

  • Handling of subscription and cancellation requests
  • Claims file follow-up in liaison with internal teams
  • Policyholder reception and guidance (multichannel)
  • Strict GDPR / FADP compliance across all processing

Our role & scope of intervention

Alpenor Group acts as an outsourced operational partner. We do not provide insurance advice or carry out insurance distribution activities within the meaning of the IDD (Insurance Distribution Directive) regulations without being expressly authorized to do so. Our services support our clients’ authorized teams, in accordance with the allocation of regulatory responsibilities.

Do you operate in the insurance sector and are you looking for a trusted operational partner?

Our teams are available for a confidential meeting to analyze your needs and propose a suitable engagement model.

Request a confidential meeting