The Challenge

CSE Insurance Group, a regional personal and commercial P&C provider owned by a major French conglomerate, COVEA, had overhauled its management, product, service and operations platform and was ready to focus on a refreshed brand identity. The firm was focused on expanding its share of the public service employee market it had focused on for decades.

Carpenter Group discovered that CSE’s loyal insurance agents had widened their reach to the general market. In addition, aggressive competitors were rapidly gaining traction with consumers by aligning products, services and experiences to segmented needs—including those of public employees.