Summary of our successful case of an insurance company:


Insurance sector of Financial Services

Background of client:

One of the leading insurance companies in the world, their Hong Kong branch was founded over 125 years ago.

Business Challenges:

Conventional insurance sales agents focus on the warm market, which can shorten the sales cycle and increase the closing rate. However, for most agents, the warm market does not last long; once they use up that resource, they can only turn to the cold market, and their income drops drastically. Many agents even have to leave their job because they lack effective ways to tackle the cold market.

Challenge Statement of the Transformation Project:

How to create unlimited high-trusted prospective customers through an innovative social sales model

Types of Transformations: 

Sales Model transformation and Digital transformation

Duration of Project:

12 months

Strategies for Transforming Business & Resolving Challenges

We innovated a high-speed, large-volume, low-risk social sales model to replace traditional face-to-face cold calling. That helped the sales agents to empathize better with their prospects in the cold market and hence, build better bonding with them with less time.

Key Performance Indicator(s) of the Project:
  • Personal influencing power on social media channels
  • Closing rate
Breakthrough Business Results

The personal influencing power of the involved agents rose to 90%, and their closing rate in the cold market shot up to 124%.

International Recognition

We were invited by Professor Jill Stefaniak of the University of Georgia to publish this successful transformation project with breakthrough business results in her management textbook, Cases on Learning Design and Human Performance Technology, in 2019.

For the details of our international publication of this case, please click the below link:

For the first three pages of our case (i.e., Chapter 15), please click…..

Buy the book through major online bookstores: Amazon, Book Expenses, IGI Global

Preface of the book: 8-page Preface

Table of Contents: 8-page detailed table of contents

Our Contribution to the education sector

As one of the market leaders of Business Design Thinking in Hong Kong, it is our pleasure to contribute our case study on Insurance Banking Industry (Project title: Creating Unlimited Business Opportunities for an Insurance Salesforce) to VTC IVE Business Design Thinking Casebook 2019.

Our Proven Track Record in other Sectors

To maximize the ROI of transformations, we have helped enterprises to innovate their business models, products, and services to generate breakthrough results, including revenue, profit, market share, customer acquisition & retention, and employee engagement. To enhance the success rate of transformations, we have developed the best practices of Design Thinking and innovation management for 8 aspects: aviation, banking, hotel, insurance, retail, public transport, manufacturing, and community development.