Dear reader,

With 2012 just launched, the new year is presented for the insurance sector as a time full of important challenges and commitments, in which, according to the experts, there will be 3 pillars on which the business model will be based.

On the one hand, the  regulatory system , where there has already been a great debate with the arrival of Solvency II so that the distribution of risks is more equitable between client and insurer; on the other, the  channel , currently dominated by bancassurance but where it is necessary to become aware of the need to change the commercial approach; and finally the  client, a key element for this year 2012 and on which it will be necessary to work intensely to achieve greater awareness and clarity in the treatment. In this way, insurers must put all their efforts into making the customer the main axis of the business, protecting the portfolio rather than launching to look for new customers and launch loyalty policies and new actions to encourage retention in the different branches. .

For this reason, this new issue of our newsletter focuses precisely on the importance for insurance companies of having an adequate client management strategy to guarantee the survival of the company in an increasingly competitive environment.

In this way, after the success achieved with the publication of our study “Client management in insurance companies” and in which 39 of the main insurance companies in the country collaborated, Cognodata is already working on the second edition of this study, in which we encourage you to participate. In the  El Despertador section  you can find a  video  in which Javier Yuste Heredero, Director of the insurance sector at Cognodata Consulting, explains in detail the key points of customer management addressed by the study as well as the benefits that the participating insurers will obtain with your collaboration.

We encourage you to enroll your insurance company in this study by writing us an email at  and in a few months you will be able to obtain a copy of the study completely free of charge, which will include an updated vision on what are the functions that Insurers include within the concept of customer management, how they are organized to carry it out and what are the main barriers to be broken by professionals to promote their development.