PINWHEEL CONSULTING LTD
ASSURING THE FUTURE • DIFFERENTIATING YOUR POSITION • EFFECTIVE MESSAGING
ARE YOU DOING ALL YOU CAN TO ASSURE THE FUTURE?
Providing Consulting Services for Insurance and Financial organisations.
Helping Companies:
Communicate Vision of Future Risk
Differentiate Their Products and Services
Effectively Communicate Messages
ABOUT US - Rosanne Bachman CPCU, Director - OUR PHILOSOPHY, OUR IDEAS - WHAT'S IN A NAME?
SERVICES - BESPOKE TRAINING - STRATEGY - PERSONAL COACHING - MIND MINING - LEADERSHIP/MOTIVATION - UNDERWRITING REVIEWS - PUBLIC SPEAKING
Rosanne Bachman CPCU - Director
Experience
The 24 years Rosanne has spent in the Insurance Industry has taken her around the world from Chicago, Minneapolis, St. Louis, Hong Kong, London, Germany and back to London. She has 17 years of Property and Casualty experience with two major primary insurers, plus, most recently, 7 years in a senior Casualty role for a leading reinsurer. During 18 of her 24 years in the industry,
she held management positions including regional roles for Asia, and Europe/UK/Middle East/South Africa.
Expertise
Rosanne's area of expertise is out-of-the-box solutions. She holds a unique combination of
technical expertise and highly creative communication, marketing, leadership and motivational skills. Emphasis in the Insurance industry today is on the technical skills or the Science of Underwriting. However, to be in the best position to face the future, that science needs to be supported by the Art of Underwriting, Communication and Marketing.
The environment of risk has changed and looks set to continue to change at a rapid pace. Underwriting vision needs to move from a reactionary vision to an anticipatory vision. There are, however, skills needed aside from underwriting to face the challenges of today's and tomorrow's risk environment. Insurers need an effective method of messaging and a clear message to deliver. Every communication with a client should be thought of as an advert, a reinforcing message of who you are and why you deserve their best business. Bringing all these pieces together builds an image. That image reinforces how insurers differentiate their underwriting, underwriters and company.
Differentiating yourself from the competition fosters a sustainable competitive advantage and a better position in the marketplace.
Whether you call it a Pinwheel (American English), a Wind Mill (UK English), a Windrad (German) or a Girondola (Italian), the company name comes from the toy that children play with at the beach, or a decoration you might find in a garden. The pinwheel symbolises what PinwheelConsulting can help companies achieve. If you take a pinwheel and shift its position, it begins to
spin around as it catches the wind. As you keep adjusting the pinwheel to catch the wind, eventually you will find the position where it spins steadily.
Businesses operate best when the company, people, vision and strategy are all in the right
position. When all that is aligned, your business operates more effectively and efficiently, thus the tagline <Managing Momentum>. Today's business environment is so fluid that even with great momentum it is always a challenge to maintain that momentum as business environments change direction.
BESPOKE TRAINING
Does everyone in your organisation have the right level of skills to help you differentiate your company, put you in the best position, deliver consistent messages?
We can help you with:
•Future Focused Underwriting
•Consistent Messages Delivery
•Image Building
•Execution Follow-up
•Client Segmentation
•Renewal Planning & Execution
STRATEGY - Reviews or planning.
Are you looking at a new market or new line of business?
Do you need to review your current strategy?
Why use a consultant?
A second set of eyes may see some things differently. Questions are as important as the
answers when planning a strategy. Someone from the outside may have an easier time
questioning the rationale or data. A consultant with experience OUTSIDE AND/OR
INSIDE YOUR MARKET can add a different dimension to your thought process.
PERSONAL COACHING
Do you have time to give one-on-one coaching to bring employees to the next level?
We can help you with Personal Coaching Sessions on:
•Negotiations
•Effective messaging
•Delivery techniques
•Individual Account Renewal
Negotiations
MIND MINING
Are there new ideas just dying to get out in the very corridors of your company?
Let us help you do some mind mining!
Some of the best ideas come from within. Employees want to put forth an idea but don't
know the obvious path or are concerned how it will be received. A free environment to help those ideas come out might give you the next great idea. Follow-up and implementation are key to making an idea a reality. We can help here also.
Possibly one of the most frustrating things for employees is to know what needs to be changed but feel they don't have an avenue to an audience. Just listening to ideas
increases employee satisfaction.
LEADERSHIP/MOTIVATION
Are you looking for a new and effective way to inspire and motivate employees?
We can work with managers to help them find the best way to get the employees to "see" what you are saying.
We can help you spread your vision.
UNDERWRITING REVIEWS
Do you need a second set of eyes to review your current accounts?
We can come in and review files to give management a second opinion on the level of risk at hand. Liability a speciality, however property books can be reviewed also.
PUBLIC SPEAKING
Rosanne has been doing public speaking since 1994. She is a dynamic speaker that
strives to leave the audience with something to think about. She looks for creative ways to help people "see" what she is saying. She draws analogies from everyday life to help people understand issues. An example would be using the topic of Football and correlating the difference between American Football and Football to help people understand the US legal system.
RISK MANAGED ACCOUNTS
Pinwheel Consulting can offer:
A programme that looks at how risk has changed as well as how loss patterns have changed and will continue to change around the world. Followed by facilitating a meeting to assist you in reviewing your current and future exposures using exercises such as:
•Disaster Trees - What are the knock on effects of a loss?
•Correlating Uncorrelated Events - Are there other related/unrelated loss scenarios you can take lessons from?
•Review of precursor events.
The purpose is to give people a broader view of risk beyond their departmental/regional
vision and to ensure that risk is reviewed via dynamic means and not just static or
statistical methods.
SPEAKING EVENTS
•AMRAE - FRENCH RISK MANAGERS ASSOCIATION Annual Conference 2005:The U.S.- An Insurable Future?
•BIBA - Manchester 2003: Zen and the Art of Underwriting
•Euro Legal Reinsurance Reborn Conference - March 2002: Predicting Future Trends
•LLP - 1998, 1999: Future Issues in the Reinsurance Market
•Italian Market Place 2000: U.S. Insurance Issues
•French/Belgian Market Place 1999: U.S. Insurance Issues
•Greater Kent Insurance Association: U.S. Liability Issues
•Hong Kong Market Place 1995: U.S. Insurance Issues
•Taiwan Market Place 1995: U.S. Insurance Issues
•Various Insurers/Underwriting/ Management/Client Meetings in the U.K., Denmark & France
(You can download The U.S. - An Insurable Future? by visiting www.pinwheelconsulting.com/An_Insurable_Future.pdf. Requires Acrobat Reader.)
CONTACT
Pinwheel Consulting Ltd
Registered in England and Wales No. 05158036
Registered Office:
30 New Road
Brighton BN1 1BN
T: +44 (0) 20 7483 0532
M: +44 (0) 79 4115 9817