The deal is done. Now what? The reality of post-merger integration in insurance

Expert Led Workshop hosted by Julianna Yau Yorgan - M&A in Insurance: Inside a Post-Merger Integration.

Insurers turn to acquisition when organic growth slows, or when a licence, a book of business or a distribution channel is faster to buy than to build. The deal is announced with confidence and a number attached. Then the integration starts: IT costs climbing well before any synergy is realised, legacy systems that were meant to be retired still running, and teams on both sides absorbing integration work on top of everything they were already carrying.

Join Julianna for a walk through how an insurance acquisition comes together and what follows the announcement: the regulatory approval, post-merger integration planning and readiness, and the transfer of the acquired book of business. She will cover how Part VII, policy renewal cycles and announcement timing inform the programme plan, and why so much of what drives the cost only becomes visible once the deal is public.

You then look at how the integration process can follow a steady rhythm while still responding to unknowns–without overwhelming teams in both companies.