MEET THE CLIENT
Headquartered in Texas, the client is a leading service provider to the construction, oil & gas, and transportation sectors. The company has operations in 7+ countries with an annual turnover of over $ 90 Million.
Evolving customer segments with varied short-term and long-term financial goals is confusing insurance decision makers to choose the right insurance. Financial wealth advisors who are part of the team are compounded with the problem of one size fits all product and service features to make sales. They required deeper understanding of different decision maker segments – from founders, admins, facilities managers to HRs in various organizations and more job functions that were influencing purchase decisions……
