Taylor Insurance Idea Book

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INSURANCE
IDEA BOOK

COMMUNICATION SOLUTIONS TO DRIVE INSURANCE COMPANY EFFECTIVENESS

Many have predicted the decline of traditional insurers as technology innovation, higher customer expectations and disruptive newcomers redefine the marketplace. Despite this, the insurance industry lives on. Thriving insurance brands are investing in differentiated experiences for their three primary stakeholders: policyholders, agents and employees.

Insurers are increasingly recognizing the important role that personalized communications and promotional marketing can play in meeting increased customer expectations, recruitment and more. Taylor believes there are eight overarching applications for these types of products. These categories will help you quickly locate your campaign objective and browse a series of solutions for ideas. Finally, recognize that the sky is the limit — the power of Taylor rests with our breadth of unique solutions that can carry your brand and your message.

Experience Brand Management
Community Events
Gifts & Programs
Customer Gifts
Incentive Programs & Trips 4 8 12 16 20 24 28 32
Customer
Employee Recognition Recruitment Events
Welcome
Premier
Agent
TABLE OF CONTENTS

CUSTOMER EXPERIENCE

More and more consumers are viewing insurance as a commodity with little product differentiation. Insurance brands focused on expressing appreciation to existing customers in unexpected ways go a long way towards driving loyalty. Showing consistency in service, ease of doing business and establishing trust are requisite to creating a positive customer experience.

AGENT’S CORNER

In today’s highly competitive environment, it’s important for agents to establish a unique loyalty program, demonstrating to customers that they appreciate their business. By leveraging personalized holiday cards or calendars as part of these programs, retention rates and client satisfaction will increase.

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Customer Experience | 5

PERSONALIZED CALENDARS ARCHITECTURAL SIGNAGE

Helpful calendars — with a personal touch. Signage to make your brand stand out from the crowd.

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HOLIDAY CARDS

Show appreciation and wish your policyholders a wonderful holiday.

eADOPTION CAMPAIGNS

Deliver key information to your policyholders.

DIGITAL SIGNAGE

Deliver timely and relevant information.

Customer Experience | 7
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BRAND MANAGEMENT

Maintaining the integrity of your brand can be difficult in this age of rapid acquisition. With insurance offices on nearly every corner, establishing your brand as unique can be challenging. Communication strategies that establish a strong brand identity and tone can stand out. Our promotional items and other personalized solutions provide a critical medium to leverage in defining and communicating your brand. From branded shirts, writing instruments and stationery programs to personalized collateral and window clings.

AGENT’S CORNER

Agency promotion is critical to creating awareness and growing your business. Equipping team members with stylish polo shirts for casual dress days or community events showcases employee pride and brand consistency.

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Brand Management | 9

PENS & JOURNALS APPAREL

Stand out while driving brand consistency with high-end branded polos.

Drive impressions with useful branded pens and journals.

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PERSONALIZED COLLATERAL STATIONERY PROGRAMS

Ensure consistency across all collateral — without sacrificing personalization.

Make a positive impression with a coordinated corporate print program.

WINDOW CLINGS

Drive brand awareness and deliver key information.

Brand Management | 11
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EMPLOYEE RECOGNITION

Regardless of level on the org chart, recognizing top performing employees is critically important. Awards and incentives programs boost morale, encourage teamwork, retain key employees and motivate sales growth. As the face of your brand, happy employees translate into happy customers.

AGENT’S CORNER

Gift cards are a powerful tool used in incentivizing agency team members to meet office goals or to celebrate special occasions such as a birthday. Rewarding staff with small tokens of appreciation leads to dedication and loyalty.

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Employee Recognition | 13

SERVICE AWARD

Say thanks to an employee or agent for their loyalty.

WALL PLAQUE

Recognize outstanding employees on a personal and public level.

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GIFT CARDS

Cash is king! Say thanks for a job well done with a gift card.

POINT-BASED DIGITAL REWARD PLATFORM BAG/BRIEFCASE

Award employees, encourage peer-to-peer recognition, celebrate milestones and the recognize core value alignment.

Show appreciation, ensure employee engagement — and drive brand impressions.

Employee Recognition | 15
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RECRUITMENT EVENTS

Given the need for a quality sales force and supporting staff, it is imperative that insurance brands quickly identify qualified talent to fill openings. A focus on internal employee communications that leverage promotional items builds culture and attracts talent. Leveraging unique products during formal recruiting events will differentiate your brand in the mind of potential employees and highlight your culture to ensure that there is the right fit.

AGENT’S CORNER

In order to recruit the best of the best, it’s imperative to position your agency in such a way that it captures the attention of your target audience — the agent. Effective use of trade show booths and banners ensures your business stands out in a crowd at a busy event or seminar.

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Recruitment Events | 17

TRADE SHOW BOOTH

PULL UP BANNERS

Signage to tell your brand story. Stand out in the crowd at your next recruiting fair.

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AGENT WELCOME KIT

Welcome new agents with fun and useful branded items.

GIVEAWAYS

Business card post-its deliver key contact information in a sticky way.

TOTE BAG

Drive impressions for your brand at the recruiting fair.

Recruitment Events | 19
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COMMUNITY EVENTS

Insurers that showcase a commitment to the community cement trust in the minds of their customers. From raising awareness with employees and the community around specific charitable causes, to hosting a charitable golf outing or 5K, promotional products can play a key role in making the event come to life.

AGENT’S CORNER

Agents who participate in community events such as golf outings, charity runs or youth sporting activities become known in the neighborhoods they serve. Donating items such as golf balls, water bottles and t-shirts allow agencies to extend their brand and promote goodwill.

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Community Events | 21

GOLF BALLS

Brand impressions at your golf fundraiser.

CAN COOLER

Drive brand awareness while introducing partners, vendors, volunteers, and more.

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INVITATIONS EVENT T-SHIRTS

Drive awareness and attendance through pre-event communications.

Everyone loves a t-shirt — drive event and agency impressions during and after the event.

DIGITAL COMMUNICATION

Continue the conversation post-event with sponsors, policyholder, and volunteers.

Community Events | 23
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WELCOME GIFTS & PROGRAMS

It costs less to retain a customer than acquire a new one. Say thanks to new policyholders by leveraging personalized communications and gifts to drive brand loyalty and put a smile on their face.

AGENT’S CORNER

Welcoming new policyholders to your agency distinguishes your brand and makes clients feel special. Car chargers, picture frames and personalized phone cases are just a few options that say, “Thanks for your business.”

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Welcome Gifts & Programs | 25

WIRELESS CHARGERS

Stay connected with new policyholders with a usable wireless charger.

DELANE PEN & LETTER SLITTER GIFT

Drive impressions with a highly visible promotional product.

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YEARLY CHECKUP PROGRAM

Stay top of mind and drive policyholder conversations through a holistic check-up program.

TUMBLER

Say thanks to new policyholders with a highly visible tumbleer.

OIL DIFFUSER

Show policyholder appreciation with an elegant oil diffuser that delivers an instant aromatic experience.

Welcome Gifts & Programs | 27
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PREMIER CUSTOMER GIFTS

An unexpected show of appreciation to important customers drives loyalty and new business. High-end gifts like Beats headphones, televisions or Keurig’s around the holidays or after an added line of business will strengthen your relationship. Important sale can strengthen an important customer relationship.

AGENT’S CORNER

Stay top of mind with your best multi-line policyholders all year long. Monthly subscriptions to wine clubs or another high-end gift that is regularly used, such as technology, can keep your brand alive even when you aren’t in direct contact with your clients.

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Premier Customer Gifts | 29

HIGH-END EARBUDS RETURN ME KEY TAG

Remind policyholders of your brand all year long while providing a safe and secure way to have their lost keys returned.

Crystal clear music and more — earbuds are a great way to drive loyalty.

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BAG/LUGGAGE TECHNOLOGY SET

Say thanks with a high-end luggage set for the jet-setting policyholders.

Chargers, earbuds and more — a branded technology set that ensure your policyholder stays connected.

COOLER AND GRILL IN ONE

Ensure your policyholder enjoys their next tailgate and grill out.

Premier Customer Gifts | 31
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AGENT INCENTIVE PROGRAMS & TRIPS

We know incentive trips increase sales and improve your company’s bottom line. Our team of expert planners will craft a unique incentive travel program customized around the particular preferences of your group — allowing us to create a truly memorable incentive that will motivate your sales force, improve performance and foster loyalty.

AGENT’S CORNER

Keep friendly competition to capture new business alive by rewarding top producers in your agency with incentives such as leather travel sets, GoPro cameras or tropical vacations to exotic locations.

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Agent Incentive Programs and Trips | 33

LEATHER TRAVEL SET

Travel in style with a pre-trip gift of luggage.

WRAPSODY HEADPHONES

Agents can enjoy listening to their favorite music at the pool, beach, and on the flight home.

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SOLAR PANEL BACKPACK

Fun and functional technology infused backpack says thanks for a job well done.

GOPRO CAMERA

Allow your agents to capture all of their adventures on their incentive trip.

MAUI JIM SUNGLASSES

With lots of styles to choose from — agents appreciate high-end sunglasses from Maui Jim.

Agent Incentive Programs and Trips | 35
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1725 Roe Crest Drive North Mankato, MN 56003 taylor.com 800.631.7644

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