--- title: "Strategy, design and technology cases | Stage" description: "Stage cases with Chubb, Marsh, Qsaúde, Pearson, TOTVS Techfin and others in operational efficiency, revenue and experience. Filter by industry." url: "https://stage.consulting/en/cases" lang: en updated: 2026-10-26 publisher: Stage Consulting --- 1. [Home](https://stage.consulting/en) 2. Cases Cases # Real results, proven strategies. 33 cases selected from more than 380 projects for more than 65 economic groups. Filter by industry or by type of solution. [I want a case like this](https://stage.consulting/en/contato) **+380** projects delivered **+65** economic groups **NPS 78** 2021 to 2025 average ## Stage consulting cases Chubb Insurance Strategy Technology ### Lean issuance: fewer steps from quote to policy We redesigned the issuance process with Lean and Agile: fewer areas involved, a single process owner, a single invoice to the broker and automation of the quote letter and policy specification. Qsaúde Healthcare Strategy Experience ### From strategy to a health plan e-commerce Strategic planning, mission and values, OKRs, governance and a business plan through 2032. In parallel, we designed and developed the health plan e-commerce, delivered on time and integrated with the back-end. Mercer Marsh Benefits Insurance Strategy Data and AI ### One operating model for 11 Latin American countries We harmonized the regional operation based on the TOM and global processes: a new model by client segment, a right size calculator, a service catalog, a roadmap by country and the new structure implemented in Mappu. CareUp Healthcare Marketing Experience ### A Black Friday that more than tripled sales For the aesthetic treatments beauty venture, we delivered rebranding, an integrated e-commerce, a management dashboard for the units and a three-phase Black Friday campaign. Pearson Education Experience Strategy ### Student and teacher journeys and the portal that unites them Research, interviews and benchmark for a unified view of the journeys. The result became a working prototype of an integrated portal, with distinct flows for students and teachers. TOTVS Techfin Financial services Strategy M&A and finance ### Strategy and new products for the joint venture between Itaú and TOTVS Addressable market, target audience, value proposition, high-level architecture, roadmap and business plan for each product, plus the JV budget that supported the vision behind Itaú's R$ 1 billion investment. Marsh Insurance Strategy Data and AI ### Optimal capacity for operations, claims and fiduciary (P&C) Benchmark with four brokers, shadowing with analysts and time measurement to define each area's capacity and a roadmap of initiatives by impact and effort. Wiz Insurance Experience Technology ### Client portal for policies, renewals and new insurance For Wiz Corporate, the group's B2B arm, we created the portal where companies view policies, renew and purchase insurance, plus Salesforce flows and integrations for the sales and operations teams. Alares Financial services Data and AI Technology ### Proprietary credit score and credit engine Without a credit model, defaults weighed heavily. We modeled the score using only internal data, created the cutoff tool and, in the next phase, developed and implemented the credit engine. Localiza Financial services Strategy ### Financial products for the ecosystem Market analysis, benchmark and interviews with repair shops and ride-hailing drivers to recommend the new line of financial products. Marsh Insurance Strategy Technology ### Simplified Placement Center: manual tasks moved out of sales We mapped Portfolio Solutions, Multinational and Retail to move operational activities to hubs, and automated the assembly of the Property comparison chart. Wizard by Pearson Education Strategy Technology ### New ERP for the school network We mapped the current landscape and future requirements and compared vendors with a multi-criteria decision model (MCDA). The decision came ahead of schedule, with a roadmap in waves. Optinsure Insurance Strategy M&A and finance ### Spin-off of AON's middle market portfolio We supported the creation of Optinsure from strategy to operation: value proposition, spin-off governance and PMO, mission and culture, processes and a new organizational structure. Raízen Energy Strategy Data and AI ### VP of People: journey, processes and the first people analytics Employee journey, more than 200 processes mapped, new bonus letters with automatic error correction, VMO for the people budget and the connection with a fintech for M&A analysis. Qsaúde Healthcare Experience Technology ### Proposal platform for brokers Internal and external brokers create proposals and track each client's status through every stage of enrollment, with more autonomy in the sale. Jeitto Financial services Strategy Data and AI ### Billing, collections and customer service risks We mapped processes, tables and systems for Jeitto 2.0 and supported the Dock assessment. On another front, we quantified customer service risks and designed mitigation plans. Chubb Insurance Strategy ### TOM Multilines and Commercial: the right structure for each area Target Operating Model on three pillars: Right Model (frictionless processes), Right Size (no idle capacity) and Right People (the right profiles), with redesigned governance and a development plan. ChatSkills Education M&A and finance Strategy ### AI-powered corporate learning edtech, from plan to fundraising With NexStage Partners, we built the business plan, financial modeling, M&A strategy and positioning of an edtech with B2C and B2B acquisition. Chubb Insurance Strategy ### Insurance in the digital bank: Chubb and Nubank structure We reviewed the organizational model of the Chubb–Nubank operation with SIPOC, a new product implementation process and a development track for the POs. MRCLA, part of the Mitsui group Logistics Strategy Marketing ### NewCo, brand and content for multimodal transportation Strategy for a B2B marketplace NewCo, seminars for the group's companies, new branding and content creation for the shift from rail to multimodal. Qsaúde Healthcare Experience Technology ### Enrollment management software System used by internal teams throughout enrollment: document tracking, medical interview and the business rules for each stage. Carrefour Retail Technology Data and AI ### Crawlers for the omnichannel strategy We developed crawlers and bots that read partner apps such as iFood, Cornershop and Rappi and feed a relational database with BI dashboards. Multinational benefits broker Insurance Strategy Experience ### Outsourced service model in 5 countries We defined the operating model for level 1 support, with flows, business rules, KPIs and the CRM (Zendesk) requirements for the external provider. Shopbanx Financial services Experience Technology ### Entrepreneur platform: card machine, credit and receivables advance A new solution for clients to track POS sales, credit, receivables advances and company data, and to purchase new products in one place. Pearson Education Experience Technology ### Digital Teacher’s Guide (proof of concept) Starting from how teachers use the printed guide, we created an interactive digital version with resources for everyday teaching and a foundation for new licensing and subscription models. Gerando Falcões Nonprofit sector Data and AI ### KPIs for the As Mara project Dashboards and data engineering to track the project that trains women in vulnerable situations for professional work, starting from the Gerando Falcões Bazaar. Multinational insurer Insurance Data and AI Technology ### From Excel to real-time actuarial data The actuarial close depended on spreadsheets extracted from legacy systems. We built a data lake on a Medallion architecture connected to the source systems, from data processing to visualization. Confidential client Technology and services Data and AI ### Revenue assurance: revenue that was not being billed Immersion in billing, analysis models and new processes for the billing area, with dashboards and data engineering. Qsaúde Healthcare Experience Marketing ### From brandbook to design system We integrated marketing and design with a complete brandbook and used the same rebranding to redesign internal and external channels. Corporate training Education Experience Technology ### Course app for operators Flutter app for iOS and Android with short, social-media-style lessons and quizzes at the end of each class, to train teams at scale. Pharmaceutical manufacturer Healthcare Strategy Marketing ### Brand positioning for small pharmacies For the generics division of one of the country's largest pharmaceutical manufacturers, we studied consumer attention at the point of sale (eye gazing) and proposed brand positionings. Vou Pra Lá Tourism Experience Technology ### Bookings for experiences and accommodations Digital experience for discovering and booking accommodations and travel experiences, from journey design to responsive front-end. Casa Veraneio Tourism Experience Technology ### Personalized booking flow Website and booking flow that help guests find the ideal lodge, with mobile-first navigation. No cases match this combination. Try another filter. Testimonials ## Who has worked with Stage. > Quality of delivery and clarity in information sharing, deadlines and subject knowledge. **Luciano Santos** P&C Vice President, Chubb Project: Lean: operational transformation of quoting and policy issuance > Engaged and highly committed team. Structured and fully dedicated. Discipline, commitment, strategy. **Vanessa Gordilho** VP at Vibra, CEO of Qsaúde at the time of the project Project: Strategic planning, budget, MVV and OKRs, and technology projects > Commitment to delivery and quality. Excellent support and professionalism. **Bruno Amorim Campos** COO LAC, Mercer Marsh Benefits Project: New operating model and operations transformation in Latin America > Stage team is very knowledgeable and efficient in handling various aspects of the project. Top notch professional service. **Nasir Mahmood** VP IT Strategy & Operations, Mitsui Knowledge Industry Project: Technology market research in Latin America Clients ## Companies that trust Stage. Qsaúde Mercer Marsh Benefits Optinsure Localiza Alares Together, we build ## Want the next case to carry your name? Tell us your challenge. We will show you similar cases and where to start. [Talk to Stage](https://stage.consulting/en/contato)