Enhancing Business Development Materials for Advise Insurance

Objective

Advise Insurance sought to accelerate lead generation by refreshing its existing Business Development (BD) materials and creating new digital assets with a highly professional design. The goal was to align the new materials with the Advise Insurance brand/style guide while ensuring they were appropriate for the target audience. This initiative aimed to equip the BD team with modernized tools to aggressively pursue new Business-to-Business (B2B) provider partnerships.

Approach

Our approach involved several key steps. We began with creative concepting and design, closely adhering to the creative brief and the current Advise Insurance brand/style guide. Both new and existing content were utilized to ensure relevance and appropriateness for the B2B audience. Extensive research was conducted to select images and fonts that aligned with the Advise Insurance brand, maintaining a cohesive visual identity.

For deliverable creation, we designed a responsive B2B Dedicated Landing Page (DLP) tailored to attract and engage potential B2B partners with a user-friendly experience across devices. Additionally, we developed a comprehensive B2B Style Guide to ensure consistency across all BD materials. We also created a compelling BD Pitch Deck designed to effectively communicate value propositions and benefits to potential partners. Throughout the project, regular strategic planning calls and ongoing team communication were integral to ensuring alignment and addressing any emerging needs or feedback.

Results

The newly branded and modernized tools for the business development team were developed and delivered efficiently. The responsive DLP attracted and engaged potential B2B partners more effectively, providing a seamless user experience across devices. The B2B Style Guide ensured that all BD materials maintained a consistent and professional appearance, reinforcing the Advise Insurance brand. The BD Pitch Deck became a powerful tool for the BD team, enabling them to clearly and persuasively communicate Advise Insurance's value proposition to potential partners. Overall, the refreshed BD materials significantly enhanced the team's capabilities in pursuing new B2B provider partnerships, aligning with Advise Insurance's objective of accelerating lead generation.