Ohio Mutual - BlueCozmos

Ohio Mutual Insurance Group is developing a new marketing channel strategy. The general purpose of this effort is to “flip the script” of marketing and illustrate the value of policy ownership at Ohio Mutual by presenting preventative claim mitigation techniques. Ohio Mutual believes that giving ideas on preventing a need for a claim creates new perceived policy value.

Ohio Mutual has not yet fully developed the distribution channel, customer database, or a complete portfolio of tools and tips to mitigate claims, and it is actively pursuing strategy and implementation partners.

BlueCozmos designed the questions below to solicit opinions and information on this effort as it develops. These will help create a precise statement of work to assist Ohio Mutual.

Please complete the questions by the end of business day, September 23, 2022.

Strategy Research

TELL US WHAT YOU CAN

Tell us all you want us to know.

Ohio Mutual Benefits Member Advantage

Specific objectives drive every project. Please detail this efforts objectives: *

What is the project's overall purpose? (For example, to educate, create or enhance an image, fill legal requirements, build customer loyalty, etc.)

Primary objective *

Please provide as much detail as possible. Don't worry, we can change it later if needed.

Secondary objective *

Please provide as much detail as possible.

Ohio Mutual offers several lines of coverage types. Which lines does this effort include?

Let's assume we select one line as a test for this effort; which would it be and why?

Client Milestones

Describe which milestones in the life of a policy are essential to address in this effort and (briefly) why?

Customer communications

Briefly describe the types of regular communications clients receive from Ohio Mutual, both electronic and print. Please include monthly statements, invoices, and policy updates

Claim Mitigation

Provide a quick list of claim mitigation techniques you would like to see in this effort.

Ohio Mutual Policy features and benefits

What makes you different than your competitors? And how do your clients benefit from these differences?

Rank the benefits of Ohio Mutual Products (in general).

Ohio Mutual Competition

What are other Insurance Companies (locally and nationally) most similar to your organization in services and personality? (Please provide URLs)

What other Insurance Companies (brands) do you most admire? (Provide URLs)

What organizations (and brands) outside of your industry do you most admire or desire to emulate?

What other local and national firms are most similar to your organization in both services and personality? (Please provide URLs.)

What other firms have a brand that you most admire? (Again, please provide URLs.)

What organizations (and brands) outside of your industry do you most admire or desire to emulate?

What about these organizations’ brands attract you?

Budget/timeline Considerations

Please list any budget, schedule, limitations, etc., that may impact this project.

Single most important point or objective with this effort.

How will life be better once this effort has been created and implemented?