Case Study 1
Enterprise Strategy Development – Pioneer Financial Services, Inc. (PFS)

Case Study 2
Strategy & Restructuring – Utilities Mutual Insurance Company, Inc. (UMI)

Case Study 3
Governance – Royal Neighbors Association (RNA)

Case Study 4
Operations Diversification – Univest Bank Corporation (Univest)

AIM assisted this fast growing regional bank through a rigourous planning
process to diversify into insurance. AIM research identified critical
success factors to create product and entry opportunities with
value propositions that leveraged the bank’s resources and mission.
Univest entered the insurance industry as a distributor of insurance products
by acquiring strategically positioned insurance agencies. Univest
now has more than 30 dedicated professionals selling
and managing personal and commercial insurance.

Case Study 5
Product Diversification – Homeowners' Warrant Corp. /HOW Insurance Cos. (HOW)