Customer Profitability Review Policy

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Screenshot of the first page of Customer Profitability Review Policy

The purpose of this policy is to provide guidance to the marketing department on how to prioritize the customer profitability review process, to implement standard controls over the customer profitability review process and to create a vehicle for communicating key profit margin variances to management.

The scope includes all assumed and ceded traditional mortality risk and specialty treaties reported via the customer profitability report and administered by the company. In this policy, customer profitability is defined as the expected profit margin received from a treaty’s inception through the end of the most recent quarterly financial close.

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