Marketing capacity on demand

Challenge

A large MGA with an in-house marketing team was struggling to balance capacity and priority between BAU initiatives and strategic initiatives focused on growth and advisor support. The result was a number of half-started initiatives that always felt rushed and were never activated. Budgets were conservative, so adding headcount when the true requirements and resources needed were unclear made it hard to justify the addition of more FTEs.

Solution

SagePath became their marketing and creative agency of choice, able to offer flexible capacity when and how they needed it.

Results

  • We partnered with the in-house creative, marketing and communications teams to understand brand standards, business goals and work as a collaborative extension of their team
  • We managed the design and narrative rebrand of a top-tier advisor support program
  • We developed a suite of marketing content to support the MGA’s business goals that aligned advisors could share with clients as part of their individual client engagement and prospecting efforts
  • We designed and facilitated the production of trade show displays and promotional materials to help with national recruiting efforts
  • We enabled their business to complete projects that had been sitting on the back burner, or weren’t even possible without extra resources