NFL Consulting Negar Felix Lawrence iA Groupe financier

NFL ConsultingNegar Felix Lawrence

iAGroupe financier

Mandate Analysis Strategy Implementation Financials

AGENDAMandate

Analysis

Strategy

Implementation

Financials

MANDATE


To increase the life insurance sells and number of prospects

in Gen Y by

MANDATE

Establishing a new communication plan

Encouraging the target to purchase life

insurance packages

Proposing ideas for a better distribution

strategy for the life insurance products

ANALYSIS


INDUSTRY

Personal insurance has seen steady growth in Canada

As a growing cohort, Generation Y`s specific wants need to be catered to

Insurance is a significant life choice and Gen Y is looking for information


COMPETITIVE

SL

Education

Value

ML

iA


CONSUMERBudding Adults

(21-25)University

Students (18-21)Wanderers

(21-25)

Slogan Starting the rest of their lives

Studying for the rest of their lives

Wondering about the rest of their lives

Composed ofYoung families,

newlyweds, recent grads

Students Those with no solid commitments

Identifiers• Career is

beginning • Looking to

settle down

• Work part time• Tight budgets

• Futures are uncertain

• Jobs, not careers

Values

• Family • Trust• Social

Responsibility • The Future

• Seek value• Parents` advice

• Stability• Opportunity


CONSUMERBudding Adults

(21-25)University


(21-25)









settle down




Values





So what?Not all demographics can afford to invest in their futures

Values are deeply rooted and must be addressed

Family is very important regardless of segment


SWET-O

STRENGTHS WEAKNESSES EUREKAS! THREATS


SWET-O

STRENGTHS

iA is the pride of Quebec

4th in Canada, 2nd in Quebec

WEAKNESSES EUREKAS! THREATS


SWET-O

STRENGTHS

WEAKNESSES

Products are not easily understood

Product is not the 1st priority for Gen

Y

EUREKAS! THREATS


SWET-O

STRENGTHS WEAKNESSES

EUREKAS!

Extensive understanding of

Gen Y cohort

Trust within close groups is invaluable

THREATS


SWET-O

STRENGTHS WEAKNESSES EUREKAS!

THREATS

Larger companies can move in quickly

Economic downturn will affect

investments


SWET-OSTRENGTHS WEAKNESSES

EUREKAS!

OPPORTUNITIES

THREATS


SWET-OSTRENGTHS WEAKNESSES

EUREKAS!

OPPORTUNITIES

Act as an educator to make insurance understandable

Capitalize on extensive knowledge of target market

Create and convert loyals

THREATS

STRATEGY


TARGET MARKETBudding Adults

(21-25)University


(21-25)









settle down




Values






TARGET MARKETBudding Adults

(21-25)University


(21-25)









settle down




Values





Your Brighter Future Insured Now.

Assurez votre brillant futur maintenant.


VALUE PROPOSITIONEmpowerment

Security

Simplicity

Relatability


POSITIONINGEmpowerment

Security


PRODUCT

Same Great Product


PRICE

Same Great Price


PROMOTIONLoyalty and ReferralPersonal

Communication Other

Your Brighter Future Insured Now.Assurez votre brillant futur maintenant.


PROMOTION

Branded Content

Creative articles

LinkedIn, Website, Blogs

Relatable and simple

Loyalty and ReferralPersonal Communication Other



PROMOTION

Community Events

Business Conferences

Wedding and Housing Showcases

Neighbourhood Park Events




PROMOTION

Exceptional Customer Service

24/7 Hotline

Simple Online Portal

Personal Advisor




PROMOTION

iA Thank You ProgramPoints granted for loyal customers

Points for making an appointment with your advisor

Multiplier points program for referrals




PROMOTION

SponsorshipFamily Events

Educational Events

Environmental Sustainability Events




PROMOTION

AMFAutorité Marchés Financiers

Exceed industry standards

Build customer trust

Gain competitive advantage




PROMOTION

Ad WordsAssurance

Assurance vieConseiller financier

Assurance vie permanente/temporairePlanification familiale

Planification financière




PROMOTIONAL CALENDAR

Promo jan. fév. mars avr. mai juin juil. auot sept. oct. nov. déc.

Ad Words

Community Events

Social Media Education

Sponsorship Events

Customer Service Support


DISTRIBUTION

Rencontres en personne(confiance)

Analyse des besoins financiers sommaire en ligne via outil simple

Rencontres sur les lieux de travail

IMPLEMENTATION


TEMPS

Immediat0-4 m

Court4-8 m

Long8-12


IMMEDIATAction Cout

Contenu sponsorisé 10 000$

AdWords 250 000$

Ligne téléphonique 24/7 75 000$

Développer le programme Remerciement iA

50 000$

Création des vidéos promotionnels

20 000$

Médias sociaux 5 000$

Total 410 000$


COURTAction Coût

Organiser les évènements relationnels (20 villes)

20 x 20 000$=400 000$

Lancement des vidéos promotionnels

50 000$

Outil d’ABF en ligne 5 000$

Total 455 000$


LONG

Action CoûtÉvènements sponsorisés(charités, RSE, sports)

150 000$

Cadeaux à rendre pour Programme Remerciement

100 000$

Total 250 000$

FINANCIALS


ESTIMATIONSAnnées 2014 2016 2017 2018

Prime moyenne (annuelle)

500$ 500$ 500$ 500$

Nouveaux contrats (Québec) Croissance 5%

242 305 266 535 279 861 307 847

Part de marché 14% 17% 20% 22%

Contrats souscrits cette année (iA seulement)

33 922 45 310 55 972 67 726

Total 16 961 000 22 655 000 27 986 000 33 863 000


RETOUR SUR INVESTISSEMENT MARKETING

Retour sur investissement marketing

𝑅𝑒𝑣𝑒𝑛𝑢𝑠𝑚𝑎𝑟𝑔𝑖𝑛𝑎𝑢𝑥 𝑑𝑖𝑓𝑓 é 𝑟𝑒𝑛𝑡𝑖𝑒𝑙𝑠(2016−2014)(% 𝑚𝑎𝑟𝑔𝑒𝑏é𝑛é 𝑓𝑖𝑐𝑖𝑎𝑖𝑟𝑒) - investissement marketing 𝑖𝑛𝑣𝑒𝑠𝑡𝑖𝑠𝑠𝑒𝑚𝑒𝑛𝑡𝑚𝑎𝑟𝑘𝑒𝑡𝑖𝑛𝑔

5694000 (60% )− 1 115 000$ 1 115 000$


RETOUR SUR INVESTISSEMENT MARKETING

Retour sur investissement marketing

𝑅𝑒𝑣𝑒𝑛𝑢𝑠𝑚𝑎𝑟𝑔𝑖𝑛𝑎𝑢𝑥 𝑑𝑖𝑓𝑓 é 𝑟𝑒𝑛𝑡𝑖𝑒𝑙𝑠(2016−2014)(% 𝑚𝑎𝑟𝑔𝑒𝑏é𝑛é 𝑓𝑖𝑐𝑖𝑎𝑖𝑟𝑒) - investissement marketing 𝑖𝑛𝑣𝑒𝑠𝑡𝑖𝑠𝑠𝑒𝑚𝑒𝑛𝑡𝑚𝑎𝑟𝑘𝑒𝑡𝑖𝑛𝑔

5694000 (60% )− 1 115 000$ 1 115 000$

Retour sur investissement marketing An 1

= 2,31


FINANCESFormule Gagnante Exemple

Connaissez vos ratios 75 $ /rdv


FINANCESFormule Gagnante Exemple

Connaissez vos ratios 75 $ /rdv

Augmentons le nombre de rendez-vous !

Et avec de meilleurs conseils, augmentons la moyenne de prime /

contrat

To increase the life insurance sells and number of prospect in

Gen Y by

CONCLUSION

Establishing a new communication plan

Encouraging the target to purchase life

insurance packages

Proposing ideas for a better distribution

strategy for the life insurance products

Your Brighter Future Insured Now.

Assurez votre brillant futur maintenant.

Documents

NFL Consulting Negar Felix Lawrence iA Groupe financier