Conducted a cross-selling program for several dozen financial advisors that resulted in creating a consistent process for expanding services to current clients and improving account retention.
New Business Development:
We designed and delivered a business development program for a mid size general insurance firm that resulted in an increase in the number of new business appointments and opportunities.
Marketing Content Development:
We assisted a financial services firm in the development and creation of a content marketing strategy program to improve its marketing effectiveness and differentiate itself, this has resulted in a significant improvement in marketing and selling whilst reducing overall acquisition cost.
We delivered a workshop for a regional banks insurance division to assist their employees to make the jump from product coach to trusted advisor and improve the working relationship with retail branches.
Marketing Growth Assessment:
We assisted a major insurance company with a review of their personal lines portfolio, provided recommendations that has resulted in over 90% retention rate and 20% annual growth over the past five years.
We assisted a midsize general insurance firm to create and implement to focus from being a generalist to a specialist within several niche markets. This has improved its resources whilst growing top line premiums revenues and improve profitability.
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