BB&T Stephens and Company

When Stephens & Company Insurance Services in Kennesaw, Georgia was purchased by BB&T, Assistant Vice President Debra LaVelle turned to Syzygy Productions to meet the challenge of communicating insurance agency services to the affiliated commercial bankers in a way that would allow those bankers to understand the agent’s role and to pass marketing information along to their existing client base, a huge source of new business referrals for the agency. The result was a Digital Business Card that exceeded even Debra’s high expectations . “BB&T had long carried the vision of successful cross-selling through a reverse referral process” she explained, “but had not overcome the lack of understanding between the bankers and agents of what role each of us plays and what type of clients each of us is targeting. The first commercial banker who viewed my business card immediately wanted several copies to distribute, and the production cost was recovered when I made the sale on the first referral from that banker.”
 
 
 
 
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