Business Consulting
$50,000 to $199,999
Mar. 2019 - Ongoing

5.0

Quality: 4.5

Schedule: 3.5

Cost: 3.0

Willing to Refer: 4.0

"They have done many things around the community they have worked in."

May 30, 2022

Chief Analyst, Loan Delivering Firm

Anonymous

Business services
New York City, New York
11-50 Employees
Survey Response

The Insurance City is supporting a loan delivering company to increase their workforce and expand their offices to new areas. They've helped the client create new offices and raise support from prior customers.

The Insurance City helped the client see an increase in account creation and boost impressions for their services on Google and social media platforms. As a result, the client has observed growth in their revenue. Overall, they are doing a good job.

BACKGROUND

Briefly describe what your company does and your role there.

My company is non government associated loan delivering company which also sells high end goods on credit and my role there is the Chief Analyst for data on our customers and product use and sales.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Our company had the goal of increasing our workforce and expanding our facilities over to areas we had never reached before.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They have done many things around the community they have worked in and some things include creating new offices and raising support from many customers who have used their services.

How many people does your company work with?

Over 10 people

How did you find this provider?

Referral

Why did you choose to work with them?

Close to my geographic location
Great culture fit
Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They have shown an increase in our account creations and they have also led to more impressions for our services across all platforms like google and social media, increasing our revenue overall.

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

They could maybe do a bit more with sending more workers to aid our company but they are doing good otherwise.

RATINGS

5.0

The Insurance City

Independent Insurance Agency Located In Plano, TX

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