Dynamis is a technology company that creates plan design software for insurance brokers. The company is based in Milwaukee, Wisconsin, and was founded to improve the employer-sponsored health care process using innovative technology solutions.

the challenge

Dynamis needed help taking its solution to insurance brokers across the country faster. Their top goal was generating qualified leads, which was a difficult process without a marketing program in place. Dynamis needed support in many areas, including a new website, content marketing, email campaigns, sales collateral and more — but like most small businesses, could not hire a full marketing department to handle these projects.

our process

As the outsourced marketing department and CMO for Dynamis, Accelity implemented HubSpot as the foundation for a full inbound marketing strategy. Accelity’s marketing plan focused on lead generation through various inbound activities such as content marketing, videos, blogging, email marketing and more.


return on monthly investment

annual recurring marketing revenue

marketing qualified leads per month

new contacts per month

consultation requests per month

brandable client kits

Accelity created a variety of materials for Dynamis' prospects to use. These were branded as Dynamis documents and included an option for the prospect to include their branding as well. These pieces demonstrated the value Dynamis brought to their customers.

editable whitepapers

Similar to the brandable client kits, Accelity created editable white papers that were designed to be usable by Dynamis’ clients.

acquisition transition

After helping Dynamis meet their company goal of being acquired, Accelity converted the marketing materials made for Dynamis throughout the engagement to reflect their new parent company’s branding.

working with dynamis

Dynamis generated $123,000 in annual recurring revenue from marketing-qualified leads during their first year of engaging with Accelity, and increased their client base by 30%.