Proof in the Numbers

TMA Insurance Trust needed to modernize its digital presence and attract a new generation of trust administrators and plan participants — without abandoning the credibility built over decades of serving employee benefit plans.

Seapoint Digital built a comprehensive digital strategy encompassing a full website redesign, SEO-driven content program targeting benefits administrators, and a paid search campaign focused on high-intent comparative queries. We developed a thought leadership series positioning TMA’s advisors as the authoritative voice in voluntary benefits and ERISA compliance.

“Innovation in pricing and product design or adding new markets are not options for us so we need a team that can deliver a unique approach. Seapoint has certainly delivered.”

— Guy Patterson, CEBS

TMA Insurance Trust

MedLab Supply was hitting the limits of Magento. Maintenance overhead and operational costs were becoming a bottleneck on growth, and a replatform was inevitable. The bigger risk wasn’t the storefront migration itself — it was the marketing stack underneath it. Without a careful plan, customer data, attribution, SEO equity, and lifecycle automation all break the moment you flip the switch.

We migrated MedLab from Magento to Shopify Plus while protecting their SEO rankings and revenue throughout the cutover. Then we built a proprietary Shopify x HubSpot integration that captures checkout intent in real time — including pre-purchase abandoned carts — and feeds it directly into HubSpot for behavioral segmentation and automated recovery.

“Their approach is strategic, responsive, and always aligned with our long-term growth. The results speak for themselves, but what sets them apart is their commitment to understanding our business and actively contributing to its success.”

— Yesenia Brioso

MedLab Supply, Inc.

With nearly 200 years of community banking history, Berkshire Bank recognized the growing demand for digital-first solutions. Launching Berkshire One — a modern suite of digital banking products — meant appealing to tech-savvy consumers while preserving the trust built over generations. They needed to stand out in a crowded market, drive account openings quickly, and do it all within a tight timeline.

Seapoint Digital refined and executed a multi-platform marketing strategy to maximize reach and drive conversions. We shifted Google Ads budget from broad display to high-intent search campaigns, developing ad groups around branded keywords, competitor targeting, and benefit-driven messaging. We launched Facebook lead-in ads highlighting Berkshire One’s standout features — competitive rates, cell phone insurance, and streaming reimbursements — which directly boosted account sign-ups. Retargeting campaigns re-engaged high-potential users who didn’t convert initially, using custom match lists, advanced tracking, and negative lists to keep ad spend efficient.

“When Berkshire Bank engaged us to help maximize this campaign, we took a hard look at all platforms and methods of geotargeting and lead nurturing to find the right methods to stay in front of our audience and communicate the value of Berkshire One.”

— Bill Cutrer

CEO, Seapoint Digital