4. RECOMMENDATIONS
Building a Brand
Use of a website,
welcome boxes with
promotional items and
a newsletter will build
brand.
Public Relation
Event
Increase brand awareness
for both new clients and
referral partners.
Surveys
Use of surveys will allow
the business to gather
demographic data and
see how effective the new
brand is.
6. HOW TO BUILD THE BRAND
Website
A good, clean website
will encourage
engagement between
new and current
clients.
Welcome Packages
Show new clients how
much you value their
business with a welcome
package that includes their
favorite candy bar.
Newsletter
Let clients get to know
the members of the
office and see the
company out in the
community.
10. Referral Partners
Draw new partners to your business
with incentives like free movies or gift
cards.
TWO DIFFERENT AUDIENCES
Clients
Show current and potential clients
that your business is active in the
community by featuring it in the
newsletter.
13. A SURVEY
GIVES INSIGHT
INTO MINDS OF
CLIENTS
Administering a simple
Google survey can let
you know if you’re
creating that experience
for clients.
14. Review Our Suggestions
Building Brands
Brands will help you become
instantly recognizable thus
increasing awareness.
PR Events
Events will get your newly
established brand out into the
public.
Surveys
Allows you to gauge the
connection you are trying to build
with your clients.
How to Build
Website: clean, easy to navigate,
show brand right away
Welcome Package: show clients
how much you value them
Newsletters: keep your brand at
the front of clients’ minds
Two Audiences
Referral Partners: show that it
pays to work with Ullrich
Insurance
Clients: show that you care about
something other than insurance
Simple, Easy
Use Google Forms to create a
survey gauging client satisfaction
six weeks after a new policy.
Export data out to an Excel sheet
for analysis.
Thank you Jared. We enjoyed working with Ullrich insurance, great experience in business world advisement.
*we put in roughly 400 hours!
Issue:
High volume of client = Difficult to retain on numbers
Difficult to make a connection with customers
“experience” > product
Emotional Connection Part of the club Strong Brand =Retain Customers
The stronger emotional connection and the less you make it solely about the money the greater the brand strength increases clients you retain.
Build a Brand: PR Event: Surveys:
-Website: must look good and be current -For Clients (in community stuff) -Get feedback, so clients stay
-Welcome Boxes: Build the experience -For Referral Partners (feel appreciated) -Gather info for greater effeicency
-Newsletter: Keep in contact, build a relationship
In the last month, Ullrich Insurance had a little over 600 website hits while McClain Insurance had almost 1600 hits. Website in hyperlink is fully functional.
Surveys allow you to gauge how our previous recommendations are doing. If created well, you gain valuable insights from the people you are trying to build a relationship with.
Google Forms allows users to create simple and easy to fill out surveys. Sample questions created gauge the response level to new marketing tactics. We recommend sending this survey out approximately six weeks after a client signs a new policy with your agency. This will allow you to see what they client really thinks about the business and how you can connect with them.
Build your New Brand Hold PR Events Take Surveys
-Website -Referral Partners you work with -Data for efficiency & retention
-Welcome Package -Clients you care about
-Newsletters
