| | Client | William J. Sullivan Insurance | | Industry | Insurance | | Location | Milton, MA | | Website | www.wjsullivaninsurance.com | | Overview of company | A family run insurance agency | | Situation | Increasing competition demanded focus on the agency's operations, workflow and marketing efforts to increase production, offset impact of lower premiums and establish a vision for the agency. | | Company Goals | Production and revenue growth, increased profitability and improved operational efficiencies. | | Marketing Goals | - Expand existing relationships
- Strengthen sales culture
- Attract new clients
| | Marketing Impact | Implemented planning process for agency and at producer level; implemented weekly sales meetings; developed role descriptions to promote accountability and improved workflow; enhanced decision-making process within agency. | Helping Small Business Make A BIG Impact |
|  | “For Marketing Matters has helped our agency focus on the important areas of growth and profit. We have received recommendations directed at our unique needs and more importantly, have received consistent follow-up to make sure we are implementing the recommended changes. For Marketing Matters quickly learned our business and was able to provide insight at the early stages of our working together.” — Bill. Sullivan Jr., William J. Sullivan Insurance Agency | |
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