The solution demonstrates how to govern partnerships with a balance of commercial ambition and underwriting discipline. It provides data‑driven insight into partner performance, channel strategy, and economics to guide confident decision‑making. This enables organisations to deliver sustained, profitable growth across their distribution ecosystem.
Proven Impact
10–25% uplift in new business growth
Channel rebalancing, partner prioritisation, and territory redesign strengthen commercial focus.
2–5 point COR improvement
Tighter governance, clearer underwriting guardrails, and reduced leakage improve profitability.
Faster, board ready decision making
Board ready business cases delivered in 4–6 weeks enable faster executive decisions and investment clarity.
Problems We Solve
Our Approach
- Practitioner led advisory delivered by leaders with real carrier, MGA, broker, and programme experience.
- Analytics first approach using standardised partner economics, scorecards, and cohort models.
- End to end capability spanning strategy, licensing, filings, data, technology, underwriting, and change.
- Codified playbooks that accelerate diligence, onboarding, governance, and oversight.
- Integrated Davies ecosystem combining actuarial, underwriting, regulatory, claims/TPA, tech build, and change expertise.
Julie Zimmer
Partner
Julie Zimmer is a Partner within the Insurance Consulting industry at Davies, where she leads strategic initiatives across the insurance distribution ecosystem. With a career spanning over three decades, she has built a reputation for transforming how carriers, brokers, agencies, MGAs, and embedded providers access markets, serve customers, and scale through modernised distribution strategies.
Julie Zimmer
Partner
Julie Zimmer is a Partner within the Insurance Consulting industry at Davies, where she leads strategic initiatives across the insurance distribution ecosystem. With a career spanning over three decades, she has built a reputation for transforming how carriers, brokers, agencies, MGAs, and embedded providers access markets, serve customers, and scale through modernised distribution strategies.
