Davide Morosi Email & Phone Number

Milan, Lombardy, Italy

Le società OLIFE CONSULTING BROKER è una società indipendente, senza alcuna partecipazione e conflitti d'interessi, che si occupa di consulenza e intermediazione assicurativa. Operiamo sul mercato italiano e comunitario e ci rivolgiamo a Clienti Istituzionali, Private, Imprese ed Affluent.Autorizzata da 14 primarie Compagnie Assicurative, ha in corso collaborazioni con prestigiose società di gestione finanziaria, italiane e svizzere, SIM, Family Office, CF finanziari indipendenti, Promotori finanziari, Agenti, Broker e Consulenti assicurativi. Il core-business sono le SOLUZIONI A PROTEZIONE DEL PATRIMONIO:- PRIVATE INSURANCE: polizze unit linked ad architettura aperta, NON STANDARDIZZATE- CAPITALE GARANTITO E MULTIRAMO: soluzione assicurative d'investimento ramo I a capitale garantito e soluzioni "multirarmo" (ramo I e III) con linee d'investimento, un ampio set di strumenti finanziari sottostanti, meccanismi di "stop loss", ecc.;CONSULENZA / INTERMEDIAZIONE:- PROTECTION: polizze keyman, D&O (Director & Officer), RC Professionali- SANITARIE: sussidi di sanità integrativa di primari player, di Fondi e Società di Mutuo soccorso- PASSAGGI GENERAZIONALI ED ESIGENZE SUCCESSORIE: analisi e soluzioni per privati ed imprenditori

Asti Area, Italy

Distribution:Development of the Tsunami Business modelResponsable of all distribution activities through 10 Banks, 1 Health Fund, 9 Insurance Companies providers and other sales channels (on going to define)Definition and manage of an innovative live reporting system (for sales and to measure the KPI of the Company)Training activity in cooperation with the Insurance CompaniesMarketing:Definition of product strategy (Motor, Family, SME, Health and Retirement)Development of new insurance products for banks and for other distributorsDefinition of all the marketing and communication supports (off line e on line) for sales channels and for the CompanyManagement of Company Events: e.g. ABI Bancassurance Forum (October 07th, 2014) and others, Banks Committees, ect.)Support for new communication strategy of recent Italian Health Fund (FAB - Fondo Assistenza e Benessere)

Milan Area, Italy

Marketing activities:- Product Marketing: all activities- Training activities for the banks channel- Field force supports- Sales reports and market analysis- Incentive and loyalty programsStrategic activities:- Bancassurance development (multichannel project leader. Signed new commercial agreements with regional banks in agreement with American "shareholder planning, of Prudential Financial Inc.)Staff: 5 employees at my hiring and 3 employees after company reorganization (two years later).

Management activities Life and Non Life (multichannel distribution: 30 banks, 100 agents, 5 brokers, 2 dealers and about 6.500 sellers, employees and independents):Support and development of the sales channels:- Product Marketing: launch new products such as CPI solutions for mortgage and loans and others for the new channels: agents and dealers- Field training activities and E-learning system development - Sales reports and market analysis- Incentive and loyalty programs Bancassurance Development (core business)Staff: 10 employees (1 stager)

Milan And Genova

Management of activities Life and Non-Life (1.200 point of sales and 2.800 sellers, employees and independents)Trade Marketing:- Product Marketing (several kind of distribution channels)- Field Training (responsable of all activities with 10 independent consultants trainers, IVASS compliance) - Sales Analysis (automatic reporting system for the field force and the top management)- Incentive ProgramMarketing Communication (on line and off line)Management of the websitesBancassurance development support: study of the dedicated solutions such as CPI products (life and non- life), unit and index linked and standardized products.Staff: 3 employees

Milan Area, Italy

Field Force Training (responsible of all training programs and trainer with 300 days of training developed during two and a half years)Development of the CRM project (activate a dedicated contact center to improve the customer cure, the post sales assistance and retain the clients)Staff: 1 employee

Milan Area, Italy

Bachelor'S Degree, Economics

Corso Di Specializzazione Di 2° Livello-Cs2, Clientela Retail E Soluzioni Ltci