Zurich Financial Services

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Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

Case Details:


Case Code : BSTR113 For delivery in electronic format: Rs. 500;
For delivery through courier (within India): Rs. 500 + Rs. 25 for Shipping & Handling Charges


Corporate Strategy
Case Length : 24 Pages
Period : 1990 - 2002
Organization : Zurich Financial Services
Pub Date : 2002
Teaching Note : Not Available
Countries : Switzerland
Industry : Financial Services


The case provides detailed information on various functional areas of Zurich Financial Services (Zurich) including its human resource policies and finance. The case discusses the company's history since inception and market segments including consumer, corporate, commercial, small business and wholesale. The case also gives details of Zurich's globalization efforts and the various geographic regions in which the company operates including the revenues derived from these regions and various countries.

The case also includes information regarding company's social responsibility initiatives. It also covers the future prospects of Zurich and the problems being faced by the company due to the mismanagement of former CEO Rolf Hüppi.


» Overall understanding of the operations of a global insurance company

» The various product segments in the insurance industry

» Globalization initiatives taken by Zurich Financial Services


  Page No.
Introduction 1
History 2
Market Segments 4
Geographic Segments 5
North America Consumer 8
Human Resources 10
Social Responsibility 11
Finance 12
Future Outlook 14
Exhibits 15


functional areas, Zurich Financial Services, human resource policies, history since, inception, market segments, consumer, corporate, commercial, small business, wholesale, globalization, geographic regions, problems, mismanagement, Rolf Hüppi

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