Solutions | Sales Support
USI

Objective:

USI is one of the eighth largest insurance brokerage firms in the US, whose recent growth had been accelerated through acquisitions.

  • To unify the national broker sales force, which had been cobbled together through acquisitions.
  • To create a means for company knowledge, expertise and talent to be identified and shared across the many company branch offices.
  • To expedite the development of more professional, targeted presentations and proposals utilizing company intellectual capital, and experts.

Strategy:

Create a robust interactive site that could serve as repository for intellectual capital and industry date, a forum for knowledge exchange, collaboration and instant communication and a sophisticated research tool.

Solution and Results:

  • Project managed the design and implementation of a custom, MS SharePoint site with specialization in ten industries, data feeds from Factiva, First Research and Lexus/Nexus, special communication, collaboration and research features, and a repository of company intellectual capital.
  • Worked with internal IT team and external development vendors on design, navigation, page layouts and data feed security issues.
  • Wrote and loaded industry content, managed all aspects of site implementation, testing and launch.
  • Within the first week of launch USI specialists from around the country found each other, collaborated and won proposals in the Gaming and Health Care industries.
  • At year-end the collaboration site was credited with reducing presentation and proposal prep time by several days, and significantly improving inquiry to close ratios across all practices.

View more case studies by Foxboro Consulting.