Claremont Insurance Services

Marketing Automation and Website Revitalization

Designed, developed, and maintained the web site and content management system. Created and managed all multi-channel marketing and sales campaigns on Salesforce Account Engagement (marketing automation) and Salesforce (customer relationship management). Provided budget optimization and software training on multiple platforms including Vidyard, Sendoso, Calendly, WordPress, etc. for Claremont Insurance Services, a general agency servicing group health insurance brokers and agents throughout California.

Certain samples are not available due to non-disclosure agreements.