• SITUATION: Zurich Insurance as the product manufacturer did had little to no relationship with the end policyholder.  This shifted the power of the sale to the business insurance broker.

  • CHALLENGE: Without the relationship, Zurich didn’t know when the commercial insurance policies were renewing.  Build a digital lead gen program in North American and scale globally.

  • IMPACT:  Launched the program in eight weeks.  X2 improvement in leads vs. traditional email programs.  Conversion rates increased by 20%.  $5M in incremental policy value.  Global expansion to UK and LATAM.


  • LinkedIn - White Circle

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