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It's All About The Relationship

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$70 Billion Retail Bank > #1 Intl Real Estate Corp > $28 Billion National Savings Bank > $558 Billion International Insurance Corporation > $327 Billion National Thrift >  

$558 Billion International Insurance Corporation

 

  OBJECTIVE

     •  Create synergy and cross-sell opportunities between the corporation's real estate 

          and insurance business units

     •  Provide one-stop insurance and real estate solutions

 

  TARGET

     •  Agents of both business units, and their clients

 

  SOLUTION

     •  Develop marketing program for the 'Co-Location Project,' which provides insurance  

          solutions to homebuyers and sellers.  Similarly, it provides real estate 

          recommendations to insurance clients

 

  PROGRAM OVERVIEW

     •  Establish plan to introduce program to selected real estate and insurance offices, to include kick-off events, collateral 

          materials, operational program and timetable

     •  Develop marketing plan and guide for effective program introduction and growth

     •  Introduce special events concepts to generate community involvement and customer leads

     •  Provide compliance recommendations regarding regulatory issues (RESPA)

 

 RESULTS

     •  Increased in-house business and cross-sell between insurance and real estate units

     •  Created over 50,000 sales opportunities and a 16% increase in cross-sell