Baseline Assessment
The first step toward professional Insurance Management
Where does your organization stand today? And where do you want to go?
To elevate your Insurance Management, insight is indispensable.
With a baseline assessment, we map out how your organization currently performs in terms of insurance policy, structure, and processes. You gain a clear view of what’s working well, what can be improved, and where risks or inefficiencies are accumulating.
This is the starting point for gaining control, strategy, and professionalization.
Objective insight into your current position
We assess your current level of Insurance Management – from policy documents to file structure and compliance.
Concrete recommendations for improvement
You receive a concise, tailored report with actionable advice aligned to your organization, sector, and risk profile.
Strategic roadmap to professionalization
You gain clarity on the steps needed to mature your Insurance Management – with decisions that align with your goals.
How we conduct the Baseline Assessment
Every organization is unique – that’s why we always start with a personal intake meeting to map out your goals, internal structure, and challenges.
Next, we analyze your existing insurance strategy, relevant processes, and documentation – such as policy documents, portfolio contents, and organizational roles.
Based on this analysis, you receive a clear overview of the current situation along with concrete improvement recommendations. No reports filled with abstractions – just practical advice you can act on immediately.
Is a Baseline Assessment relevant for your organization?
The baseline assessment is suitable for any organization seeking to gain control over risks and insurance – whether facing growth, restructuring, or optimization. You don’t need to have a starting point; we create it together.
Does this sound familiar?
- You’re newly responsible for Insurance Management
- Your policy is fragmented or undocumented
- There are doubts about the currency of your policies
- You want to be better prepared for conversations with your broker
- You’re looking for a foundation for strategic, risk-driven Insurance Management
If so, the baseline assessment is a safe and smart first step.
