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MexInsurance
San Diego, California, United States
Description

We are an online wholesale Mexico Insurance platform build on a cloud infrastructure that currently sells on a B2C basis but we are building our B2B platform

Number of employees
2 - 10 employees
Company website
https://mexinsurance.com
Industries
Insurance Technology

Recent projects

Manage the Website Build and Setup Email Marketing in Spanish

To finish standing up the Spanish version of our website which is already underway, and connect the leads to a nurturing campaign in Salesforce/Pardot. The website allows users to get a quote and our system captures the information on users who get a quote including the quote details. We have another system that follows up with the Leads by sending a series of emails until the Lead converts to a Contact! You will learn how to build this system in Salesforce on our platform.

Admin Charles Lundy
Matches 0
Category Product or service launch + 4
Closed

Project Management - Business Merge

One business is merging with another - or actually aquiring the other's contracts and lease. The goal of this project is to organize all the tasks, monitor the work and report on progress and risks on a weekly basis until the migration is complete.

Admin Charles Lundy
Matches 0
Category Project management
Closed

Commercial Branding Renovation Re-Design

We are acquiring a large building with delightful freeway visibility off of the 805 South. Our Firm is also looking to expand its digital footprint to embrace digital commerce. The building has been selling paper insurance products since 1956 and we are coming in as a digital operator we need to redesign the exterior and interior of the building. This is an excellent opportunity for a creative designer to get hands-on experience with a real-world business. If successful you'll be famous. We think this project could include the following stages: Research into the insurance market to identify key trends and opportunities as well as competitors Investigation into our clientele to determine who they are and why they visit our brokerage including the drive-thru Develop recommendations for internal and exterior digital access (kiosks? self-service?) Design recommendations and develop an implementation plan with costs Present your proposals to management for consideration

Admin Charles Lundy
Matches 0
Category Branding & style guides + 2
Closed

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