Stratigic management from re-active to pro-active

1
Stratigic managementfrom re-active to pro-active

• Personal introduction
• Ad Poot, Master in Law
• Managing Director at Steegh Insurance, an
  insurance intermediary in the Netherlands
• Regional Chairman of Dutch branche-organisation
  for independent insurance-intermediairies
• Member in international brokers network
  Euribron
• Steegh Insurance is member of the (independently
  working) intermediary chain of Aegon Netherlands

2
Stratigic managementfrom re-active to pro-active

• Situation in The Netherlands, not different than
  elsewhere with this crisis
• Sudden image problem op financial/insurance
  industry
• Changing client-attitude as consequence but also
  because of broader knowledge and cost
  transparency
• Changing laws and severe supervision

3
Stratigic managementfrom re-active to pro-active

• Also stronger needs in advisory role
• Looking ahead to new opportunities and markets
  (both national and international)
• This with costs-awareness en R.O.I.
• gt Therefore challenging times for insurance
  brokers

4
Stratigic managementfrom re-active to pro-active

• - Changing management to manage the threats/risk
  and take the opportunities
• Make sure we are able to act as advisor for our
  clients
• Be very transparent about earnings
  provision-wise or fee.
• Be pro-active in the portofolio management and
  follow your client

5
Stratigic managementfrom re-active to pro-active

• Operational excellence in own organization
• Investing in good ICT and in specific CRM
• Investing in personal to train and update
  specialism and attitude
• Investing in contacts with schools for
  traineeships and improvement of education-level

6
Stratigic managementfrom re-active to pro-active

• And as we are on international congress, last but
  not least
• Follow your client in foreign countries and and
  make sure the get the local advise and
  (insurance)partner gtEither through own
  company-network or through international
  co-operation/network