Executive Summary

A regional reinsurer needed to stand out against global competitors. Proactive Worldwide surveyed 500+ brokers and clients, ran interviews, and benchmarked brand equity. The client refined messaging, addressed service pain points, and lifted brand equity scores within two years.

Business Question

How do brokers and clients perceive our brand versus global competitors, and how can we differentiate?

Research Approach

Proactive Worldwide conducted 500+ surveys, in-depth interviews, and competitive benchmarking, creating journey maps and KPI dashboards.

Key Findings

• High loyalty but weak innovation perception.
• Local expertise was valued but under-leveraged in marketing.
• Service pain points limited satisfaction.

Business Impact

The client launched innovation-focused campaigns, emphasized regional expertise, and improved service protocols, driving revenue growth and preference gains.