We provide advice that creates a list of campaign or scheme business targets. We advise on all aspects of the marketing mix including copywriting, e-marketing, brochureware, web-site, PR and any campaign incentives. We then acquire the list of target market contacts and start working.

Case Study

We worked with the broker on a sales and marketing strategy that combined our tele-marketing with an integrated, well targeted direct mail initiative. We established the total contact data for the Scheme sector (20,000 plus), agreed a part-purchase to reflect the brokers resources to respond to our appointments and leads and commenced a campaign. We agreed an action decision path for the broker that was premium and geographic specific, allowing for an economic mix of appointments and leads.

In the first year the broker secured 70 new clients, wrote new gross premiums of over £1.5m, generating commission in excess of £250,000. The EXCEL fee was circa £20,000.