Client Case Studies

IAP's clients define their metrics' applications and deliverables.  IAP can provide complete analyses and presentations, or licence the metrics and support their applications by client staff.  Below are a some recent deliverables and descriptions of what clients accomplished.

​Client	​Decision	​Solution
​​Annuity Manufacturer ​	Wholesaler territory and comp plan design Advisor segmentation, targeting and messaging ​	Annuity market potential and growth data enabled management to redesign territories, establish territory objectives for fixed index products with a new compensation structure IAP used its predictive analytics to score advisors and insurance producers according to fixed index product affinity and potential
​Digital Insurance Marketer	​Improve pay-per-click and display targeting and performance	IAP's ZIP code level metrics enabled the client to rapidly reduce marketing spend using Google AdWords and Display.
​​Annuity Manufacturer	Develop direct-to-consumer marketing distribution	Annuity, D2C buying channel, and custom metrics were used to develop and test a new distribution channel
​P/C & ​Life Insurance Direct Mail Marketers	​​​Direct mail list targeting and suppression	​​IAP has a number of continuing list rental clients using the predictive analytics for list targeting and suppression
​Wealth  Management  Firm	​Advisor staffing, deployment, and segment marketing strategy	​Current and projected market size and growth rates for several predictive metrics were used to assess a major market segment nationally and within major metro markets.  Demographic analyses added further insights to support local program development and allocate marketing resources.
​Regional  Bank	Assessing and managing customer loyalty at branch level	​Loyalty metrics analyzed customers by account values and products, and compared customers to the analytically-driven loyalty norms within each branch's market.  Marketing resources were redirected to markets and customer segments and branches that represented the greatest profit potential for the bank.
​Multi-Line  Insurer	​Assessing customer portfolios and sales channel performance	​Product-buying metrics analyzed account data to produce customer value and penetration analyses.  Reporting was provided by time period, sales channel, and across geographic markets. Client used analysis to support marketing program and field sales training investment decisions.
​Mutual Fund / Brokerage	Assessing and refining acquisition strategy and targeting	IAP's asset, product, and channel affinity metrics were used to define and assess a high-potential market segment and to evaluate acquisition performance in recent quarters.  New offers, campaign creative, and targeting were developed and tested for the redefined target segment.

In each case IAP's clients sought and benefited from using predictive data to objectively assess recent marketing performance, current resource deployment, and sales and marketing strategy.  Visit the graphics in the slideshow on Predictive Analytic Metrics for further illustrations.