Case Study: Intermediary Tools Deliver Share Gains

Impact: Exceeded objectives and gained market share.

Financial advisors are a tough sale. So when The Hartford wanted to break through to thousands of investment professionals with a complex new product, EMI applied a proven technique. We developed tools that provided the intermediaries with a competitive advantage: turnkey lead qualification and scripted needs conversations that helped them sound smart and made the complex retirement product easier to sell.

The Leaky Bucket: Managing B2B Email Lists in a Deliverability-Focused World

Boosting Wholesaler Performance: The Case for Intermediary Relationship Marketing

Solving the Sphinx’s Riddle: Helping Retirement Professionals Capture $5 Trillion in Motion