Research Services for the Insurance Industry

Research Optimus offers cost-effective market research for insurance industry to enable success in the insurance sector that often depends on early demographic trends delectation for decision-makers. For example, changing life expectancy and population growth patterns can quickly impact the bottom line for even the most profitable insurance company.

Property and casualty insurance is providing significant growth for many insurance organizations — but some of the most promising opportunities are in emerging economies that have unique cultural and language challenges. ROP's global team includes foreign language experts and international analysts that can help insurance companies enter new markets more effectively.

Research Optimus can assist with targeted data mining and analysis of social media platforms to insurance clients as the internet enables insurance customers to rapidly compare costs, gather information and communicate with insurance users via social media. This can represent both a challenge and opportunity for the insurance sector.

Staying ahead of the competition and gaining on competitors in the insurance industry requires a deft balancing of competitive intelligence, marketing and cost management — all three are primary areas of ROP's insurance sector expertise. Avoiding regulatory and compliance difficulties is equally important in the ultra-competitive insurance industry, and Research Optimus has a legal team that can help in all insurance markets throughout the world.

Ways We Provide Research Services for Insurance Sector Clients

ROP's insurance experts can support insurance sector businesses with the following research services:

  • Macroeconomic Reports

    ROP helps insurance organizations by analyzing macroeconomic factors such as economic growth and interest rates. Our economists report on both developed and emerging insurance markets.

  • Demographic Analysis

    Research Optimus analyzes key demographic factors impacting each specific insurance sector client. This includes model building that encompasses education and income levels, life expectancy and population growth in various global markets.

  • Equity Markets Reports

    ROP examines worldwide stock markets and provides customized reports for users such as insurance company portfolio managers. We focus on risk assessment, investment idea generation, trend analysis and forecasts that are relevant for an overall investment portfolio.

  • Fixed Income Markets Reports

    Research Optimus assesses credit ratings, interest rates, currency fluctuations and debt levels that impact fixed income investment alternatives for insurance clients throughout global markets. Reports can be customized to include specific investment grades and include best bond picks for corporate and government bonds.

  • Structured Finance Reports

    ROP reviews structured finance products such as collateralized debt obligations, mortgage-backed securities and asset-backed securities. We prepare customized reports for insurers based on specific investment criteria.

  • Property & Casualty Segment Reports

    Research Optimus reports on product innovations, trends and developments in the P&C sector. This includes flood, windstorm and other hazard coverages for homeowners insurance.

  • Life & Pension Segment Reports

    ROP analyzes demographic and other factors impacting the life and pension segment. Our insurance sector experts make forecasts that reflect developments such as the pension funds landscape and activities of major players.

  • Reinsurance Market Reports

    Research Optimus evaluates major reinsurance companies and tailors reinsurance reports for each insurance sector client. We analyze products and services, regulations, trends and results in the reinsurance business.

  • Public Insurance Reports

    ROP assesses public insurance activities such as public pension plans and public health care. We examine trends, developments and government funding surpluses and shortfalls.

  • Market Entry Research

    Research Optimus helps insurance sector businesses to successfully enter new markets. Our team performs PEST analysis and looks at market sizing, insurance sector regulations and market entry barriers.

  • Primary Market Research

    ROP facilitates decisions by insurance industry decision-makers by performing customized original research. We can include interviews with experts and consumers, mystery shopping, mail surveys, online surveys and questionnaires.

  • Internal Finance and Risk Reports

    Research Optimus examines internal financial and other data to determine risk levels and balance sheet efficiency. Reports are customized to include specific factors such as interest rate risk analysis, cash flow, scenario and sensitivity analysis and investor relations.

  • Technological Updates

    ROP focuses on technology developments in the insurance field and publishes customized reports on a monthly or quarterly basis. We include insurance industry software research, mobile and cloud technology trends, big data developments and expert interviews.

  • Legal Reports

    Research Optimus performs legal research as needed by insurance sector clients. This can include compliance best practices, contract regulations, accounting legislation, tax regulations and reporting standards impacting insurers operating in specific countries.

  • Marketing Support

    ROP's insurance marketing team can develop SEO strategies and perform corporate image research. Additional activities include copywriting, website evaluation, brand and ad tracking, and social media support.

  • Valuation Support

    Research Optimus provides customized valuation support services for insurers such as total-loss valuation, duration matching, asset valuation, modeling support and valuation guidelines for each government jurisdiction.

  • Industry Reports

    ROP examines specific industry groups and reviews insurance needs and trends. We can customize reports for insurance sector users such as B2B relationship managers.

  • Data Analytics

    Research Optimus improves data management processes for the insurance sector with specialized data analytics. These methods include big data analysis, real-time data monitoring and visualization, dynamic analysis and data mining that encompasses multimedia and social media sources.

  • Presentation Creation

    Research Optimus creates professional PowerPoint presentations for specialized insurance industry audiences such as management, customers and investors.

  • Competitive Intelligence

    ROP helps insurance organizations review competitors with SWOT analysis, price strategy reviews, branch network analysis, company profiles, assessment of investment strategies, products/services analysis and benchmarking.

  • Transaction Support

    ROP provides advanced support for specialized insurance sector transactions such as tax and financial valuations, merger modeling, LBO/DCF modeling, M&A transactions and due diligence support.

  • Group Sales Analysis

    Research Optimus analyzes insurance sales activities by various parameters. These include sales split by region and product, single branch performance, branch network results, point of sale and online sales.

  • Business Intelligence Dashboard

    ROP enables insurance company decision-makers and departments to produce customized actionable reports that reflect multiple insurance industry metrics, goal tracking, performance scorecards and data visualization.

Providing Immediate Help to Insurance Sector Clients

Regardless of how quickly insurance-related businesses need help, Research Optimus can provide fast turnarounds — often on an overnight basis. Contact Us

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to