GROWING LIKE A WEED

The new tools and new programs we developed for a respected national insurer helped garner new sales from prospective and existing clients alike.

Challenge:
A leading national insurance provider sought to generate new customer leads and a coordinated acquisition program, including an effective cross-sell program directed at current clients.

Goals:

1. Increase re-enrollment among current clients.
2. Increase the number of clients with more than one type of policy.
3. Increase agent participation in company marketing and prospecting programs.

Taylor Solution:

1. Provide agents with the single-stop web solution with multiple functions.
2. Deliver a robust, closed-loop lead generating tool with automatic features to ensure that all potential clients received communication.
3. Leverage our personalization skill in both 1-to-1 marketing and language versioning on behalf of the client.

Results:

1. The cross marketing program for life insurance produced $12 million in new policies in a 3-month period.
2. The lead generation program delivered 28 million “scrubbed” leads to its agent base in a 3-year period.
3. Agent participation in the company-endorsed marketing programs grew from 22% to over 60%.