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Case Studies/Global commercial insurer
Financial Services | Insurance

Building the First B2B(2B) Broker Lead Generation Program in North America

Financial Services | InsuranceDemand GenerationEnterprise
20%Increase in conversion rates
$5MMore policy value than expected
1stB2B(2B) broker program in North America — now expanding globally

The Challenge

The client is one of the oldest and largest commercial insurers operating in North America, with European roots and a book that runs from small businesses through to major national enterprises. But the customer relationship sat with the broker — and without it, the insurer had no visibility into when commercial policies were coming up for renewal. The company needed a digital lead generation program it could build in North America and scale globally.

The Approach

We built the first B2B(2B) lead generation program for brokers: digital demand generation layered on top of the insurer’s existing commercial insurance policies, designed to reach end customers through the broker relationship rather than around it. That gave the business a more efficient way to connect with both customers and prospects, on a model built to travel to new regions.

The Results

The email marketing program grew leads for broker websites exponentially. Conversion rates rose 20%, generating $5M more in policy value than expected. With North America proven, the next step is expansion into Latin America and the UK — opening new markets on the same engine.

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