New Insurance Business

� consulting company with focus on insurance industry

� based in the heart of Europe (St. Gallen, Switzerland)

� limited liability company under Swiss law

� operational since January 2015

� four pillars of new insurance business

� Consulting: strategy, products and investments, process and project management

� Connecting: liaison- und cooperation management

� Concepting: innovation, digitization and enhancing of business models

� Conferencing: events, workshops, seminars, conferences, roadshows

� broad network of consultants and cooperation partners

� managing director and founder: Frank Genheimer – actuary, more than 13 years of experience in

European insurance business

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Consulting

Strategy

� some keywords

� review, development and implementation of a new business strategy / product strategy

� concrete support

� Do you already have a new business strategy / product strategy and would you like to have it

reviewed, challenged or implemented? Would you like to have your product portfolio analyzed,

optimized or simplified? Or would you like to develop an individual and holistic derived new

business strategy and systematically deduce your new product strategy?

� We support you in all project phases – project planning, status analysis, strategic options,

assessment and decision paper, implementation plan, realization and monitoring of

implementation.

� experiences

� product strategy for an European life insurance group with a two-brand-strategy, European

product strategy for a Swiss insurance group, diverse new business and product strategy

workshops, support a pension fund in reorientation of business model, digital business models

(FinTech, InsurTech)

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Products & Investments

� some keywords

� product development from a to z and beyond

� concrete support

� Are you in the beginning or in the middle of a product development project and do you have

specific actuarial, financial or risk related issues? Would you like to enhance your existing

investment-linked products with new investment strategies? Do you try to strike a balance

between product complexity, saleability and demanding customer?

� Whether new development or advancement – we support you from idea creation over impact

analysis to realization and market launch.

� experiences

� development of first dynamic hybrid product and enhancements, development of first

investment-linked product that combines funds and structured products, modular and flexible

cross-country product platform for guarantee products, reorganization of investment department

as well as analysis and restructuring of investment portfolio, reorganization of investment process

and custody structure, tranche products

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Process- & Project Management

� some keywords

� project management and coaching

� analysis, optimization and documentation of processes

� concrete support

� Do you have a really important project that is demanding in terms of functional, human or time

aspects? Would you like to relieve your (internal) project manager? Or would you like to analyze,

optimize or redefine your internal processes?

� We offer broad based support on planning and management of projects and deliver new impulses

for your processes.

� experiences

� product development process, product controlling process, investment process, strategy process

� project manager for projects in the area of product development, investments, product

management, business and strategy development

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Connecting

Liaison &Cooperation Management

� some keywords

� identification and selection of cooperation partner and interface management

� concrete support

� Do you already have cooperation partner and would you like to generate additional benefits?

Would like to optimize the administration of your assets or would you like to consolidate your

product partnerships? Do you intend to develop a new product and do you need for a specific

component or the technical realization in back and front-end a new partner?

� We foster and stimulate your cooperation – from analysis of demand, selection process, interface

management and communication to realization and maintenance.

� experiences

� selection of fund providers and funds (e.g. for dynamic hybrid products), selection of structured

products (e.g. for tranche products), cross-country product platform for saving and annuity

products, connecting start-ups with insurance industry, support a FinTech in elaborating its range

of services, cooperation with start-ups

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Concepting

Innovation

� some keywords

� innovative investment products, modern guarantee products, investment-linked products

� lifestyle programs («telematics») for risk and health insurance products

� concrete support

� We support you from idea creation over concept and impact analysis to realization and market

launch.

� We assure the technical implementation in back and front-end.

� experiences

� development of first dynamic hybrid product

� development of first investment-linked product that combines funds and structured products

� development of a modular and flexible cross-country product platform for guarantee products

� realization of products in back and front end

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Digitization and Enhancing of Business Models

� some keywords

� concepts and prototypes on digitization of insurance products and related services

� enhancement of business models (e.g. towards ecosystems «health» and «mobility»)

� concrete support

� We support you during the digital transformation tactically and strategically.

� experiences

� development of a modular and flexible cross-country product platform for guarantee products

� concept, study and prototype for an ecosystem «finance cockpit»

� studies on front-end for different products / insurance segments

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Conferencing

Conferencing

� some keywords

� exchange of experiences, knowhow transfer, moderation, seminars, workshops, conferences, talks

and presentations

� concrete support

� Are you in the beginning of developing a new business strategy or product strategy and do you

need assistance in planning a kick-off meeting? Would you like to hold an interdisciplinary

workshop and are you looking for a neutral and diplomatic moderator? Or do you plan a product

roll-out and are you searching for a neutral expert talk?

� We round out your plans and initiatives with a tailor-made support and offer guidance on change

processes.

� experiences

� seminars and trainings, in-house workshops, talks and presentations for conferences and events

� co-founder of Insurance Knowledge Center (IKC)

� please compare following list of public events

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Event-o-graphy

� April 2014 – International Congress of Actuaries (IAA, Washington DC) | Actuaries – The next generation

� September 2014 – 11. Junges DAVorum (DAA, Hamburg) | Die Welt der Produktentwicklung

� October 2014 – Seminar (DAA, Cologne) | Von der Neugeschäftsstrategie zur Produktstrategie

� March 2015 – max.99 (DAA, Cologne) | Produkt-Weltreise: In sechs Vorträgen um die Welt

� April 2015 – Produkte après-midi (SAV, Zurich) | Produkte & Strategie

� June 2015 – Seminar (Croatian Institute for Insurance & Actuarial Association Croatia, Zagreb) | Square the circle: product development in risk-averse business culture, low interest rate environment, volatile markets and increasing regulation

� September 2015 – Talk (DWS Altersvorsorge-Spezial 2015, Frankfurt) | Blick über den Tellerrand: Schweizer Lebenbranche im Niedrigzins

� September 2015 – max.99 (DAA, Cologne) | Inforce Management

� October 2015 – Seminar (DAA, Cologne) | Strukturierte Finanzprodukte und Indexpolicen

� November 2015 – Insurance Forum 2015 (Euroforum, Zurich) | Fintech goes Insurance: Ist die Assekuranz offen für disruptive Innovationen?

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Event-o-graphy

� November 2015 – Seminar (EAA, Munich) | European Product Development

� December 2015 – Produkte après-midi (SAV, Zurich) | Die Welt der Lebenprodukte – noch Raum für Innovationen?

� March 2016 – Junge Aktuare (SAV, Zurich) | FinTech, InsurTech, InvestTech, HealthTech: (R)Evolution im Paradies?

� April 2016 – Conference on inforce management (BHF Bank AG, Frankfurt) | Bestandsmanagementist das neue Business Development

� May 2016 – Insurance Inspiration Laboratory (msg Poland, Warsaw) | Presentation on past, presence and future of life business (a product perspective)

� May 2016 – Annual meeting of Czech actuaries (CSA, Prague) | Presentation on altitudes and perspectives of life product development

� June 2016 – Produkte après-midi (SAV, Zurich) | Produktplattformen in der Lebensversicherung

� June 2016 – Seminar (AVÖ, Vienna) | Leben zwischen Innovation, Digitalisierung und Bestandsmanagement

� September 2016 – max.99 (DAA, Cologne) | Mit FinTech & Co zu Innovation und Digitalisierung

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Event-o-graphy

� September 2016 – Seminar (EAA, Amsterdam) | Innovations in Life Product Development & Management

� September 2016 – International Life Insurance Conference (Zagreb) | Talk 1: Yin & Yang in Life Business / Talk 2: FinTech & Co: (R)Evolution in Paradise?

� October 2016 – Seminar (AVÖ, Vienna) | Neugeschäftsstrategie und strukturierte Finanzprodukte in der Lebensversicherung

� November 2016 – Conference on future of life insurance business (BHF Bank AG, Frankfurt) | Digitalisierung, InsurTechs und Co: Aufruhr und Aufbruch im Paradies

� December 2016 – Quantitative Techniques in Financial Stability (EIOPA Advanced Seminar, Frankfurt) | Life Insurance Saving Products: Evolution – State of the Union – Latest Developments

� December 2016 – Webinar (EAA) | FinTech & Friends - Technology Meets Financial Services

� April 2017 – Seminar (Zagreb) | Past, presence and future of life products

� April 2017 – Produkte après-midi (SAV, Zurich) | Produktlandschaft in der Lebensversicherung

� May 2017 – Webinar (EAA) | Digital Transformation of Insurance Services

� May 2017 – Seminar (AVÖ, Vienna) | Produktlandschaft in der Lebensversicherung

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Event-o-graphy

� June 2017 – Webinar (DAA) | Produktlandschaft in der Lebensversicherung: Vergangenheit, Gegenwart und Zukunft

� September 2017 – InsurTech Conference (Magic of Innovation, Vienna) | Vortrag und Moderation

� September 2017 – Seminar (Versicherungsforen Leipzig, Linz) | Kooperationsmöglichkeiten mit InsurTechs – Eine ganzheitliche und internationale Sicht

� since September 2017 – Webinarreihe (profino) | Produktlandschaft in der Lebensversicherung

� October 2017 – Seminar (EAA, Milan) | A Primer in Life Insurance Products

� October 2017 – Seminar (Versicherungsforen Leipzig, Frankfurt) | Prüfung der Solvabilitätsübersicht – Erfahrungen aus Sicht der Prüfer

� November 2017 – Produkte après-midi (SAV, Zurich) | InsurTech, Machine Learning, M&A Insurance

� November 2017 – Herbsttagung (DAV, Stuttgart) | Digitale (und mentale) Transformation

� December 2017 – Seminar (Management Circle, Dusseldorf) | Digitalisierung von Versicherungsprozessen

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contact

Contact

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Photo Credits

� 03: Paul Bence on Unsplash

� 07: William Bout on Unsplash

� 09: Kelley Bozarth on Unsplash

� 12: chuttersnap on Unsplash

� 18: Pavan Trikutam on Unsplash

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New Insurance Business GmbH

Berneggstrasse 36CH – 9000 St. Gallenwww.newins.biz

Frank Genheimer (Aktuar DAV / SAV)

Managing Director | Founder+41 (0)79 71 350 71fg@newins.biz

Company Profile

January 2018