Case Study: Keeping it All Together

  • Aug 10, 2020

Objective: An insurance company wanted to send new customers home with a special gift and a way to keep their new insurance policy documentation organized.

Product: Insurance Document Pouch & Full-Color Mini Padfolio

Personalization: The insurance company’s logo and website were printed on the document pouch in 1 color. Full 4-color artwork (provided by customer) with the company logo was printed on the mini padfolio.

Method of Distribution: The insurance company stocked its local branch offices with these items for consistent branding across the region. After completing the new customer intake process, agents presented their policyholders with a copy of their policy in the document pouch, along with the mini padfolio as a gift thanking them for their business.

Marketing Outcome: The insurance company sent out surveys to new customers asking them to rate their experience. When asked about the products, customers noted they were pleased with the professional look and feel of the leatherette document pouch and felt appreciated with the added gift of the mini padfolio. As a result, the insurance company saw an increase in customer loyalty and policy renewals.

Creating effective engagement is most often done with a simple small gesture. In this case, a useful item creates long term name exposure and an increase in repeat business.

    Bruce Reissaus, MAS
"Together, we'll get it done"
Hello, I'm Bruce. Most people don't even try to pronounce my last name.  It sounds like "Rice House" Actually it sounds more like Rice'-ouse, house without the "H".  You can just call me Bruce.  
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