Mid-market resilience Lusitania is a mid-sized non-life insurer within the Montepio group, with 501-1000 employees and a revenue range of 50M-100M. Sales opportunities exist in expanding coverage, cross-selling non-life products, and leveraging bancassurance partnerships through Montepio’s ecosystem to reach more SMEs and individuals seeking robust financial backing.

Socially focused value The company emphasizes human-centric, socially responsible values and community well-being. This positioning can be leveraged to propose ESG-aligned insurance products, risk management services, and employee benefit programs that appeal to organizations prioritizing sustainability and social impact.

Digital engagement Existing tech stack includes Sitecore, jQuery, MudBlazor, WhatsApp Business, and reCAPTCHA, indicating an investment in customer-facing digital experiences. Opportunity to upsell advanced digital onboarding, telematics, and automated underwriting to streamline policy purchase and claims for efficiency.

Growth readiness With 37 years in Non-Life and a broad product suite, Lusitania appears poised for expansion. Sales plays could target mid-market to enterprise clients with bundled non-life coverages, risk consulting, and value-added services that complement their existing portfolio.

Strategic partnerships Being part of the Montepio group suggests potential for bancassurance or co-branded solutions. Identify opportunities to integrate insurance offerings with Montepio’s financial services, SME financing, and digital channels to drive cross-sell and distribution scale.