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$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 home buyers 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