Managing the transition of large, complex books of business is a high-stakes task. Whether onboarding new portfolios or offboarding legacy ones, the process can place significant strain on internal teams and expose firms to operational risk.
Davies offers a dedicated solution. Our ring-fenced teams of subject matter experts and project professionals specialise in managing these transitions. We also ensure that onboarding and offboarding activities are delivered efficiently, with minimal disruption to day-to-day operations.
Our approach is structured and scalable. We work closely with clients to understand their specific needs, timelines, and risk profile. This allows us to tailor each engagement, ensuring a smooth handover and continuity of service throughout the transition.
By shielding internal operations teams from the complexity of transition work, we help maintain business-as-usual performance. Our teams manage the detail—data migration, process alignment, stakeholder communication—so your teams can stay focused on core responsibilities.
We also bring deep experience across multiple sectors, including insurance, financial services, and regulated industries. This allows us to anticipate common challenges and apply proven methods to avoid delays, errors, or compliance issues.
Whether you’re scaling up, consolidating, or exiting a market, our onboarding and offboarding services provide the support you need to move with confidence.
Download the full tear sheet to learn more about our service offering and how we can support your transition needs. Get in touch to speak with our team and explore how Davies can help you manage change with minimal risk.
