Agency New Business Case Study:

Insurance Focused Marketing Agency

Located in Connecticut

This full service agency focused on the insurance industry came to us to help them generate new business. This agency had cycled through three different Business Development Directors in as many years, with little or no client acquisition as a result.

Like many larger firms, email outreach/breakthrough was initially difficult, so in this case, direct mail (a currently uncluttered space) and phone outreach, backed by solid research from the RSW/US new business director to show her understanding, was critical.

Six months after the initial meeting with the fifth largest P&C insurance company in the country, the agency signed a contract for a project in the six-figure range. A combination of hard work, reliable research, and a positive and persistent attitude enabled the RSW/US New Business Director to land this agency an important project with one of the nation’s largest insurance companies.

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