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A professional approach, the capacity for clear thinking, the ability to work under pressure, skills as a communicator with Senior Management and skills as a facilitator to a common understanding with a group of senior managers 
Finance Manager, major UK life & pensions company
Design & launch new product & administration platform
Following a strategic review, this leading mutual insurance company decided to launch a new range of Protection products. We were engaged to work with the marketing and customer servicing teams to support the design of the product range and the administration processes and to prepare the Business case for the Board., .
In a mixed team of client and Optimos consultants, we engaged on five clear workstreams:
- Establish stakeholder objectives, measures and outline SLAs
- Design Governance responsibilities, reporting mechanisms & termination rights
- Model the economics & commercials including potential development costs
- Design the administration and customer servicing processes & hand-offs and technology support
- Develop an implementation plan, risks & issues
From a review of market-leading relationships, we put together a "Heads of Agreement" to be used by our client in negotiations with third party administrators. We identified the key evaluation & selection criteria and managed the client through the process to a final decision.