Our Client
Catering to insurance agents providing continuing
education to secure minimum credits required to maintain
their business license. Client offers in-room as well off-site options. They also offer customized programs for enterprise customers. Client leverages their deep knowledge of the industry and extremely knowledgeable trainers who are SMEs in their respective fields. They are very well recognized in the insurance industry for their quality of service.
Challenges
In past several years, with increase in digital
shift, they have unexpected competition
that is emerging and evolving at a rapid
pace. Customers are also becoming more
conversant with remote digital trainings that
is also much cost effective. This change in
dynamics is challenging current business
model. Client subscribed to different lead
generation techniques about the quality of
data was not up to the mark and did not result
into any increase in revenue. This is causing
steady decline in overall revenue and growth.
Business Requirement
Business needed to find a solution that would
allow them to continue to retain their existing
customers as well tap into new agents for new
business. Business is looking for create ways of
lead generation that has much better hit ratio
as compared to proven traditional models.