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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 all you want us to know.

Ohio Mutual Benefits Member Advantage

Ohio Mutual Benefits Member Advantage

What is the project's overall purpose? (For example, to educate, create or enhance an image, fill legal requirements, build customer loyalty, etc.)
Please provide as much detail as possible. Don't worry, we can change it later if needed.
Please provide as much detail as possible.
Ohio Mutual offers several lines of coverage types. Which lines does this effort include?
Describe which milestones in the life of a policy are essential to address in this effort and (briefly) why?
Briefly describe the types of regular communications clients receive from Ohio Mutual, both electronic and print. Please include monthly statements, invoices, and policy updates
Provide a quick list of claim mitigation techniques you would like to see in this effort.
What makes you different than your competitors? And how do your clients benefit from these differences?
What are other Insurance Companies (locally and nationally) most similar to your organization in services and personality? (Please provide URLs)
Please list any budget, schedule, limitations, etc., that may impact this project.
How will life be better once this effort has been created and implemented?
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