Data driven Sales and Marketing

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.


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.


Noema reviewed the traditional lead generation channels and the data available through these channels. Noema also reviewed potential new sources of quality data that validates the prospect. Noema build system to obtain data from these legitimate sources and leverage its analytics platform to identify individuals whose license is expiring in next 90 days with need to obtain professional training credits to fulfill their license credentials.

Business Impact

Technology Impact

No-obligation Consultation
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