Logo + Brand identity + Stationery + Digital marketing

2. Concept
This new concept was designed based
on the client’s latest request which was
to design a sophisticated representation
without using the lion, the initial idea
was to maintain it as simple as possible
working basically with the typography
and proportions, at the same time we
thought it was important to find the way
to communicate some values such as
protection and security which are some
of the benefits LEGACY will be offering to
their clients.
Shape
We are communicating these values by
incorporating LEGACY INSURANCE GROUP
inside a solid box, this box will offer
security and protection to the company’s
name from being touched or intersected
by other graphic. Additionally, the frame
can be used without the name across
different marketing applications to achieve
a unique imagery style (view samples P.12
and P.13
Typography
The typography selected is Optima bold
which is the perfect balance with the box
around the brand’s name.
Color
We made some tests with the colors
suggested by the client which were blue,
grey, black and white, we tried dark and
light tones, but we highly recommend the
third option which is a solid combination
that is giving a sophisticated look to the
brand’s name, as a final result we have
a golden box offering proteccion and
security, which are the most important
values offered to the clients as an
insurance company.
Brand Conceptualization

3. Logo construction

4. Color test

5. Black and white test

6. Online applications and icons

7. Color #1
#d4ae6d Color Hex
______________________
RGB value is
212, 174, 109
______________________
CMYK process color value is
0, 18, 49, 17
Color #2
#555557 Color Hex
______________________
RGB value is
85, 85, 87
______________________
CMYK process color value is
2, 2, 0, 66
Color palette
Use these values to maintain color consistency from digital to
print and digital applications.
The CMYK values are for printed materials. Both Pantone
spot colors and CMYK percentages have been provided. Every
print technique is different and print proofs may be required
to ensure color accuracy.
The RGB values are for digital, on-screen materials. Both RGB
values and HEX codes have been provided. Every display is
different so there may be slight variation across devices.

8. Stationery

9. Business Card

10. Letterhead
!
! !1

11. Boards
CORE VALUE
CORE FOCUS
10 YEARS TARGET
Purpose | Cause | Passion to help
1. Integrity
2. Personal development
3. Engagement
4. Ownership
5. Community
To become number one independent
Agency in northern VA by production and
grows venue
Target marketing list: First the home
buyers three uniques:
1. COI lunch + learns
2. Nova home buying program
3. Home warranties
Proven process - 90 minutes binder
MARKETING STRATEGY
3 YEARS PICTURE
Future Date: Q1 2023
Revenue: 3M PREMIUM
Profit: $300,000
Measurables:
- What does it looks like?
- Personal lines
- Commercial lines
- 2 customer service representatives
- 2 Virtual assistants
- 2 inside sales
- 3 outside sales representatives
- Office space
THE VISION / TRACTION ORGANIZER
VISION

12. Boards
THE LEGACY EXPERIENCE
NEEDS ANALYSIS +
DISCOVERY PROCESS
PROPOSE
SOLUTIONS
FOLLOW
UP / SALE
ONBOARDING
•Learn about
quality prospect /
client
•Identify pain
points
•Identify gaps in
coverage
•Explain features
and benefits
•Knowledgeable
understanding +
address questions
•Email proposals
•Ask for close / set
• Answer questions
• Review agreement
• Make decisions
• Set expectations
• For next steps
• Deliver
commitment
• Deliver documents
• Billing + E-
signature
• Third party
communications
• Introduce to
service team
Our commitment is to
help our clients build and
protect they Legacy through
education risk management,
superior products and
exceptional service
• Vehicles
• Operators
• Coverage
• Certificates
•Payments
•Mortgage
•Lien Holders
• Consultan
• File
• Manage
• F/N
•Evaluate
•Schel call
•Discus
POLICY CHANGES BILING 3RD PARTY
CLAIMS ANUAL REVIEW

13. Boards
1 YEAR PLAN ROCKS ISSUE LIST
1. Time MGMT
2. Budgeting Income
3. Communication
4. Inbound calls
5. Retention
6. Process
7. Hiring / Sourcing
8. Coaching / Developing
9. Loss Ratio / Claims
10. Learning mistakes
PRIORITIZE
- Identity
- Discuss
- Solve
FUTURE DATE: Q1 2021
REVENUE: NB 1,25 M
PROFIT: $225,000
MEASURABLES:
GOALS FOR THE YEAR:
_____________________
1. Ten new referrals partners
2. Join BNI / Networking Group
3. Hire VA + CSR + Sales
Representative
4. Social Media Marketing of
Hootsuite
5. Win Erie anual contest
6. Incentive kat with leads
7. Close commercial car
- Focus theme deal 100K
- Rules + Responsibilities
- Cash flow analysis / budget
FUTURE DATE: 12 / 31/ 2019
REVENUE: NB 150,000
PROFIT: $100,000
MEASURABLES:
_____________________
Rocks for Quarter
1. Find a networking group
2. Secure 5 references partners
3. 95% retention rate
4. Successful usage of active
Hootsute campaign
5. Product branding
6. Hire a VA
7. $100,00 on NB production
THE VISION / TRACTION ORGANIZER
TRACTION

14. Digital marketing

15. Facebook business page

16. LinkedIn profile

17. Mobile devices

18. App icon

19. Interiors

20. Exteriors

21. Designed by
www.Javier.LA
Legacy Insurance
Group
This logo has been designed by JAVIER to help the
company to maintain the identity continuity and provide
a consistent way to effectively communicate the brand
messages.
Downloads
Logo files for web and print
• Full color logo
• Black and white logo
• EPS scaleable vector file for printing
• PDF vector file for printing
• JPG file with background for web
• PNG file with no background for web
• Icon for social media profiles
Additionals
Color palette
Transfer of copyrights and ownership for unlimited usage