Benefits Broker
Various assets for a benefits broker, including PowerPoint presentations, landing pages, and sponsorship advertisements, designed within branding standards. Confidential content has been removed per request.
Services Booklet
A booklet detailing all of the lines of employee benefits services offered to clients. The use of this piece by sales and client management teams has led to cross-sales and additional lines of coverage for existing clients. Created as a leave-behind and presentation for a regional sales team, this resource proved impactful enough to be expanded for national use, reaching more than 4,500 colleagues.
Pitch Deck
Visually polished, strategically structured PowerPoint deck that helps win new clients and reinforce lasting client relationships. This deck frequently serves as the first impression of the broker’s brand to prospective clients. It covers services offered and presents the broker’s differentiators and value proposition. The master deck contains over 50 customized sides that address prospective clients’ industry, employee population, and stated goals.
Advertisment
A sample of ads created for the sponsorship of client and prospect events throughout the year. Ads are often prepared for print but are also digital and video-based. This ad was included in a program for the sponsored event.
