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EPI Solutions

CLIENT CASE STUDIES

Insurance and Financial Services

In the finance and insurance sector, your forms and literature are not merely pieces of marketing collateral, they are your products. A shortage of materials or the shipment of incorrect materials does not only mean an interruption in your selling process; it means a potential interruption in your revenue stream.

You are constantly looking for ways to keep you message relevant and unique. Your captive or independent sales force must have the tools and technology to personalize their message and further differentiate themselves in a sea of similar products.

At EPI, we understand. Over the last ten years, EPI has partnered with leaders in the insurance and financial sector to develop a suite of sales and marketing services to address the unique needs of your industry. We have reconfigured our core support services and invested in leading-edge technology to deliver to our clients the tools and processes they need to clearly, accurately, and simply, target and communicate with their customers and prospects through the most comprehensive set of highly customizable solutions available including:

  • MarketingEdge - our powerful online marketing resource solution that gives you the ability to dynamically build, order, print, and deliver personalized sales and marketing collateral and proposals

  • Lead generation and client acquisition programs

  • DirectConnect - our comprehensive cross media marketing solution that offers multichannel marketing management, production, execution and analysis

  • Localized marketing

  • Traditional sales and marketing collateral support services from creative support through print production, inventory management, and fulfillment

We make it easy for you to identify, engage, interact, and retain customers throughout the entire customer lifecycle by giving you the technology, marketing services and program support you need.

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Paul Bajorek
Director of Sales -
Insurance & Financial Services
p_bajorek@epiinc.com
517-897-3606