Case Study

Marketing & Training

Our Client

The client provides insurance agents with continuing education to receive credits necessary to maintain their business license. Training is provided either in-person or remote. They also offer customized programs for enterprise customers. With deep knowledge of the insurance industry and extremely capable trainers, they are well recognized for the quality of their services.
With the shift towards distance learning and technology-enabled training, the client finds themselves in an extremely competitive and rapidly evolving market, serving customers who are comfortable with these new tools and who have higher expectations. Despite pursuing several strategies meant to reach more customers and serve them differently the client is experiencing a steady decline in overall revenue and profitability.
The business needed to find a solution to retain existing customers while also finding new revenue opportunities. Client is looking for creative lead generation techniques that have higher conversion rates compared to traditional models.


Data View

Noema reviewed traditional lead generation channels and the data available through these channels, along with potential new sources of higher quality and expanded information about prospects. Noema built a system to mine these data sources and leveraged its analytics platform to identify individuals whose license is expiring in the next 90 days, therefore needing professional training to stay certified.

Business & Technology Impacts