CoSource Partnership

An Actuarial and Benefits Firm

Challenge:

Help refresh a consulting firm’s marketing face and deliver services to its clients.

Solution:

Market-facing identity pieces, a new corporate website, a new business proposal process, and client communication materials. This actuarial and benefits consultancy specializes in serving governmental clients and has no professional communicators on staff. The principals realized they needed a more professional digital presence, as well as a client extranet for file-sharing during ongoing assignments. Smith reworked the site’s architecture, graphic design and text, and more than doubled its content. We also created a proposal database and template to make responding to Requests for Proposals (RFPs) more efficient for the firm’s employees. In addition to this marketing and sales support, Smith delivers communication services to this firm’s clients on an ongoing basis and has been doing so for over a decade.