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Agent Showcase - Case Histories

When you come to us with a creative project or a coaching need in mind, we always start by asking you: “What do you want to make happen?” Sometimes the answer is: Build a more favorable sales and service climate for our CSRs and producers. Or: Get us qualified new business inquiries to follow up. Or: Revamp our Web site so we get more new visitors and more repeat visitors. Okay, we say. Every project begins with a results objective, one that is measurable. Then we go to work to find the right strategy to meet your need and resources (people, time and money). Here are a few mini-cases. We welcome your questions about these projects.



Case: New Web-site

Client

Keefe Insurance Agency
Franklin, MA

Objective

Generate quality leads prospects; provide convenience services for customer retention.

Read more...
 
Case: Personal Lines Newsletter

Client

The Mazzeo Agency, Inc.
Woodbridge, NJ

Objective

Retention and up-selling of current customers.

Read more...
 
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