challenge

How do you identify growth opportunities for Penn Mutual?


Solution

Summitry's Behavioral Competitive Structure (and Consumer Segmentation) identified new opportunities and a under-penetrated/ high-value segment to target.


Results

John Tait, former Penn Mutual/ JMS Chairman commented, “Now we have clarity of our mission and well designed strategies to manage our portfolio with focused messaging”.

Thank you for your fine presentation. We are hard at work incorporating your findings into our strategic plan.
— Mr. John Tait, Chairman and CEO; Penn Mutual