• Built a marketing database of all current and recent past customers;
  • Appended 2MM targeted prospects;
  • Overlaid D&B;
  • Used PowerBI to generate never-before seen insights on:
    • Acquisition;
    • Cross-sell;
    • Trade areas;
    • Retention; and
    • Dozens of other critical marketing metrics;
  • Modeled to predict which agent would be most successful with which particular prospect. Calculated benefit in higher retention alone, $6MM/year.