Drive client value and trust with relationship data
Enable practice leaders to connect with board executives, risk, audit and other committee members, C-suite such as chief risk officers, general counsels, and other decision-makers to identify synergies for mutual growth.
Reach partners to develop and scale innovative solutions and identify new opportunities with warm introductions and referrals from existing client relationships, alumni, and service providers, and M&A advisors e.g.investment banks, law firms and consultants to offer integrated client services and solutions.
Help your clients and your company identify current and future talent from a globally expanding database designed for searching by unique talent search criteria including diversity and inclusion.
Insurance thought leaders use the expansive dataset for the latest insights and knowledge of sectors, clients, and competitors to inform company strategy and decision making to increase client and shareholder confidence.
Benchmark market position, conduct peer analysis, and track people movements to review, refine and reposition solutions, client relationship management, and business development strategies for growth and innovation to exceed client expectations.
Invest in and focus on the client relationships that matter and are meaningful to your company. Map relationships from the individual to your network to the market to find the people behind deals, transactions, and portfolio companies to quickly identify the connections most likely to drive successful conversations with positive outcomes.
Go beyond your customer relationship management system (CRM) to launch business development, sales and marketing initiatives to build a robust sales funnel by targeting the most actionable audience.
Research the backgrounds of executives and policyholders as part of underwriting due diligence with in-depth knowledge of the individual.
Integrate BoardEx data with your CRM system for a consolidated and always current view of clients, prospects and progress against opportunities and to manage risk and knowledge across account teams and the company.
A 360-degree view of insurance talent in your company’s applicant tracking system helps you monitor and track candidate progress.
Source and profile speakers and ambassadors for strategic relationship programmes and other marketing activities.
Recommend associations and affiliations to Not-for Profit and other organizations for practice leaders and client executives to join to deepen account relationships with strategic external engagements.