Client: Morgan Insurance Agency
Subject: Need online presence
Small commercial insurance brokerage, needed an automated back office solution to manage book of business efficiently. Also needed an online presence.
Find a backoffice solution tailored specifically for insurance brokers.
Create online presence:
- social media accounts
We spent hours testing software, attending webinars and held phone conference calls.
- Tested several different software solutions
- Discussed goals with client
- Worked together to build website and brand
- Implemented automated systems to manage book of business
- Planned a strategic launch to include social media posts and email campaigns
- Streamlined back office software with automation. Integrated with phone system and electronic signing capabalities.
- Revamp of brand, logo, website, business cards and email signature.
- Opening of social media accounts
Full functioning office, dynamic and responsive website, new logo, revamped brand, online presence.