Services: Marketing

Our marketing team delivers the materials you need to support your marketing efforts - brochures, pamphlets, and sell sheets. But we can provide so much more - we work with you to create a strategic marketing plan that helps to achieve your group disability business goals. We help you develop strategies and campaigns that position your company as a leader in the industry.

Strategic Marketing

Our strategic marketing services help to create a framework for our clients' marketing activities. We work with you to help develop your value story, target audiences, messaging, and the other components of a viable marketing plan. We provide these services to help enhance your ability to generate sales of their group disability products. Our strategic marketing services include:

  • Support with strategy and planning
  • Consultation on messaging
  • Input on value story development
  • Access to a seasoned marketing professional (13 years developing marketing and communications plans)

Sales Collateral Development

Creating quality and effective sales collateral is a key to successful marketing. We work with you to hone your existing materials, or help to create new materials. If necessary, we can produce marketing and sales materials in-house for our clients, leaving the branding and printing to them. We will help craft sell sheets, brochures, presentations, talking points, web content, and other marketing materials. Components of our sales collateral development services include:

  • Creating new marketing materials
  • Refining and enhancing existing marketing materials
  • Editing and reviewing materials

Access to Disability Information

Through out the year, our clients ask for disability information to help build their marketing materials, sell their products, and stay ahead of their competition. All of our clients receive The Source and The Source Express. The Source is printed quarterly, and The Source Express is printed twice a quarter. The goal of each of these newsletters is to provide you with access to educational and informative articles that comment on trends in actuarial, claims, underwriting, compliance, and product development.