Services
Initial consultation & Business needs assessment
Event research & Selection
What’s Included?
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A customized list of high-potential local events ideal for your insurance business. This includes:
Recommendation of events based on location, audience demographics, expected attendance & part performances.
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Community events
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Virtual event opportunities
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Local Trade Shows & Expos
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Networking Events
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Referral partner events
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Do it your self events
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Much More!
Creative for booth design & marketing materials
Lead Generation Strategy & Tools
What’s Included?
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Training on how to engage with leads and capture contact information effectively
Working one on one with your staff before each event on ways to maximize lead generation
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Real time analytics for monitoring lead generation during the event
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Ideas that assist in attracting people to your booth/setup
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Integration with systems to collect, store and track leads automatically.
Event day management and support
What’s Included?
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Full on-site event management, including:
Booth setup and breakdown team
Staff coordination (optional staffing support)
Handling logistics (e.g, transport of materials, booth setup, equipment)
A dedicated event coordinator to oversee operations, troubleshoot issues, and ensure everything runs smoothly.
Post Event follow up & analysis
What’s Included?
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Lead follow up templates for emails, calls, or texts ensuring timely and effective communication.
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Post event performance report, analyzing:
Number of leads generated
Engagement metrics (e.g, booth visits, contest participation).
Return on Investment (ROI) analysis
Recommendation for improving strategies for future events.
