A cooperative life insurance provider in Switzerland, with many years of commitment to client-centric growth and cooperative principles, aims to integrate sustainability as a core component of its corporate strategy by 2028. The organization seeks to address evolving Environmental, Social, and Governance (ESG) standards. The Swiss insurance market increasingly incorporates sustainability, making it vital for the company to differentiate itself through innovative approaches to social sustainability while maintaining and promoting its cooperative identity.

A qualitative approach was used, including a document analysis of company materials and relevant literature to assess current strategies. Semi-structured interviews with sustainability experts validated the findings, while a gap analysis identified strengths and improvement areas for the company's social sustainability initiatives. The competitor analysis provided insights into the competitive landscape, and a group discussion with the company’s sustainability team aligned perspectives and prioritized recommendations.

The research highlights that while the organization has a strong foundation in cooperative values, it must address gaps in its sustainability strategy to fully leverage emerging opportunities. Strengthening community engagement can enhance its cooperative identity, societal impact, and public image. Comprehensive sustainability reporting is crucial to meet rising regulatory requirements, including Swiss standards and local net-zero targets. Tailored workshops and events for diverse audiences, both online and in-house, could build customer proximity and trust. Addressing underserved demographics, such as women in part-time roles and immigrants, offers opportunities for differentiation. Additional recommendations include employee sustainability training, partnering with green technology firms, and aligning investment portfolios with global climate goals. These initiatives aim to enhance the organization’s social impact, competitive positioning, and long-term sustainability.