In a category built on trust, long-term relationships, and risk mitigation, brand health is often assumed—but rarely measured. As customer expectations shift and digital disruption accelerates, insurers that lack visibility into how their brand is truly performing risk falling behind.
At The Brand Consultancy, we help insurance brands turn brand health into a strategic advantage. Our research-led, executive-ready assessments uncover how your brand is perceived, where it stands against competitors, and what’s holding it back—so you can invest with confidence and grow with purpose.
Why brand health is a strategic opportunity in insurance.
Brand health issues don’t appear overnight—they build slowly and silently. Siloed teams, legacy messaging, an increasingly
competitive market, and M&A activity often create brand drift. Without a full-funnel view of brand performance, insurers risk misaligned messaging, wasted spend, and eroded trust.
We help insurance leaders:
competitive market, and M&A activity often create brand drift. Without a full-funnel view of brand performance, insurers risk misaligned messaging, wasted spend, and eroded trust.
We help insurance leaders:
- Identify where brand perception is limiting growth
- Align internal teams around a unified brand vision
- Rebuild trust through clear, values-driven messaging
- Prioritize investments that drive acquisition and retention
Our approach delivers the clarity needed to move forward with confidence—fast.
Every insurance brand follows a journey—from awareness to advocacy—but only the most successful ones measure performance at every stage. Understanding how brokers, agents, and policyholders move through the funnel is essential for unlocking sustainable growth.
At The Brand Consultancy, our Brand Health Assessment goes beyond traditional brand tracking. We deliver a full-funnel, business-aligned view of brand performance—from initial awareness to post-conversion loyalty—so you can see where momentum builds, where it stalls and why, and where to focus resources to drive competitive advantage and growth.
At The Brand Consultancy, our Brand Health Assessment goes beyond traditional brand tracking. We deliver a full-funnel, business-aligned view of brand performance—from initial awareness to post-conversion loyalty—so you can see where momentum builds, where it stalls and why, and where to focus resources to drive competitive advantage and growth.
Our methodology includes:
- Qualitative and quantitative research with brokers, agents, policyholders, and internal teams
- Competitive benchmarking to assess relative brand equity in the insurance landscape
- Brand stage mapping to pinpoint where awareness fails to convert into trust and action
Unlike surface-level metrics, our approach uncovers the real drivers of choice and retention. We help insurance leaders gain the strategic clarity needed to outpace competitors and invest with confidence.
"They played a critical role in helping us drive our aggressive growth goals. I attribute that to their understanding of the market, the fact that we worked with an incredibly accomplished team, and their process which was rooted in research insights that informed our decision making."
— Transamerica
— Transamerica
Ready to fuel business focus?
Let’s talk!