Initial Situation

Building on a preceding project focused on new sales channels, a Swiss health insurer aimed to further develop and validate a promising idea identified in the earlier phase. The goal was to assess its potential as a relevant additional sales channel by testing it with both customers and distribution partners. This would serve as the basis for informed resource allocation decisions.

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Our Contribution

• Defined key hypotheses and project goals for validation
• Created a pitch deck to facilitate a workshop with internal stakeholders and collaboratively refined the concept
• Engaged with external stakeholders to test the idea’s relevance and viability
• Developed a lean business case to support decision-making