RSA – online B2B tool
RSA sales and trading teams worldwide have a need to produce B2B tenders for prospective insurance clients. Tenders are vital in creating the right impression for all kinds of business opportunities, but RSA’s existing documentation was inconsistent.
To turn this around, we created an online toolkit that holds all the necessary information for tenders centrally. It can be easily updated so it’s always accurate and on brand. Now RSA has consistency in its messaging and the online toolkit is always available to support the sales community across the globe.
All objectives were met and this pooled resource has also significantly reduced the cost of preparing tenders and pitches for RSA.