Case studies
Our consulting and interim management engagements
Engagements carried out by Parliance for insurance and social-protection players, presented anonymously.
Consulting offer
Strategy, transformation, AI and data consulting
Diagnostics, strategies, roadmaps and team support.
AI
Executive AI seminar
Design, preparation and facilitation of a seminar for 75 executives: impact of AI, AI strategy and governance, use cases.
AI
AI governance and roadmap
AI governance framework, AI system supervision requirements, roadmap, tracking of use cases, projects and action plans.
AI
AI model evaluation
Training and evaluation of foundation models through expert feedback, rubric design, scoring and document-quality assessment across consulting, data science, project management and software engineering.
Strategy
Motor insurance strategy
Positioning diagnosis, strategy and roadmap for motor insurance.
Customer
Customer reachability benchmark
Insurance market benchmark on customer reachability.
Strategy
National insurance strategy
Definition of the national insurance strategy and its roadmap.
Customer
CRM selection and pilot
CRM solution selection, budget reforecast, pilot, roadmap and customer-journey definition.
Data
Data-driven operations steering
Operational steering indicators for health and protection operations, operating model, data roadmap and capacity planning.
Product
Product strategy and roadmap
Diagnosis, market requirements and 5-year product vision for a contract and premium management solution.
Distribution
Technical review of a broker extranet
Technical review of the extranet portal for intermediaries (motor and home insurance).
Performance
Sales performance
Diagnosis and improvement of the organisation, processes and information system for sales and underwriting; industrialisation of pre-sales and sales.
Audit
Web portal project audit
Audit of a web portal and the related IT project for borrower insurance.
Organisation
Customer-oriented organisation
Diagnosis and design of a customer-oriented organisation across all functions, working directly with general management and the executive committee.
Organisation
Group–subsidiary HR framework
HR relationship model between the group and the subsidiary, HR synergies and HR plan.
Organisation
Management seminar
Preparation and facilitation of a seminar for the IT and Organisation departments: vision and operational performance.
Organisation
Reorganisation in a carve-out context
Diagnosis and redesign of the organisation (governance, structure, headcount, processes) after a shareholder change, target sales organisation, preparation of governance bodies and advice on the group–subsidiary relationship.
Transformation
Support for an IS transformation programme
Support to the programme sponsor on governance and steering, change management strategy and plan.
Product
Affinity insurance product
Opportunity study, business plan, design and launch planning of an innovative insurance product distributed through a specialised network.
Training
Group insurance development
Training of the management committee and the distribution network in group insurance, and development priorities in the context of the ANI.
Interim management offer
Executives in post
Executive roles held within our clients’ teams.
Technology
CTO / Head of business technology
Identification of AI- and data-driven automation use cases, oversight of their implementation, vision and roadmap for an AI and data-powered fundraising marketplace.
AI
Head of business development France
Development of the French market for an autonomous AI sales agent: product fine-tuning, campaigns, pipeline management and client acquisition.
AI
AI Country Managing Director France
Setup of the French subsidiary as Chairman, structuring of local operations, generative and agentic AI business development, supervision of AI projects.
Data
Data programme director
Design and deployment of the target data platform (Snowflake, Power BI, data catalogue, Azure): architecture, migration, data quality, governance and change management.
Compliance
Head of compliance and customer protection
Product oversight and governance, inducements and conflicts of interest, validation of documentation, handling of critical complaints, alignment with the supervisor.
Technology
CIO and Chief Data Officer, Executive Committee member
Tech Factory, PMO, cybersecurity, data and actuarial. IT reorganisation, IT roadmap, cyberattack response, IT investment plan and 3-year company strategy plan with the executive committee.
Transformation
Head of transformation and project portfolio
Creation of the transformation department: portfolio governance, budget and methodology, management of Product Owners, project managers, business analysts and UX/UI, CRM programme direction.
Regulatory
Regulatory project steering
Programme management and functional expertise on company-wide regulatory projects (responsible contracts, ACS) in a multi-mutual partnership context.
Products
New products programme director
Design, implementation and launch of four protection products, and direction of the responsible-contracts regulatory project.
Growth
ANI programme director
Structuring and launch of a group-wide health insurance growth programme in the context of the 2013 ANI.
Products
IT project director
Design, implementation and launch of three life and protection insurance products.
Our clients’ names are not disclosed. References can be provided on request, with their consent.
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