Refine strategies and develop new opportunities for growth with the help of Conning’s Insurance Research Group. Make the most of our industry expertise as we work with your management team and corporate boards


Case Study: External Assessment & Strategic Planning for Regional Multiline Insurer

  • Completed multiple strategy assignments assisting farm/agriculture-focused mutual insurer.

  • Analyzed market conditions and company to develop differentiated strategy based on affinity relationships.

  • Facilitated session with Board to confirm strategy and identify key initiatives for management to pursue.

  • Engaged by management to assist with strategy planning and implementation.



Case Study: Retirement Income Opportunity Analysis for National Insurer

  • Developed market and opportunity analysis of retirement income market-for-life insurer to aid in expansion planning.

  • Identified key success factors for market participants.

  • Led a facilitated review session with management to present analysis and engage in a discussion of key issues for new entrants.


To begin a discussion with Conning on how we might help you with your current initiatives, please contact Alyssa Gittleman at 888-707-1177 or