Rapid Rescue and Recovery
Specialist Insurance Provider
The Situation
This growing insurance provider was in trouble. Five recent losses, multiple opportunities at risk, and a team working harder but getting nowhere. They needed urgent help—without disrupting live submissions.
90-Minute Diagnosis
One discovery call revealed the usual suspects that were holding them back from winning consistently.
Key Issues Identified
- No consistent review process
- Answers missing the point
- Weak social value responses
- Overloaded content, light on persuasion
- Team losing confidence fast
Urgent Need
They needed immediate support that wouldn't disrupt their live submissions whilst building long-term capability.
The Six-Week Fix
We provided embedded support without disrupting their workflow, focusing on immediate wins whilst building sustainable processes.
Process Overhaul
Established clear roles, timelines, and version control to eliminate confusion and improve efficiency.
Question Interpretation Training
Taught the team how to really understand what evaluators want, not just what they think they want.
Social Value Reset
Created credible social value offers rooted in company values rather than generic commitments.
Writing Workshops
Focused on structure, tone, and evidence-based persuasion to create compelling responses.
Independent Review
Provided final quality checks before submission to ensure consistency and professional standards.
The Results
Within six weeks, they moved from crisis to confidence with tangible wins and sustainable processes.
Won three competitive tenders during the six-week support period, delivering immediate ROI.
Team fully adopted new processes with clear ownership and accountability structures in place.
Team morale transformed from desperation to confidence, with clear understanding of winning approaches.
Established professional standards that could be maintained without ongoing external support.