Services
Initial consultation & Business needs assessment
What’s Included
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A one-one one consultation to understand the business goals, target market and lead generation objectives.
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A review of the insurance company’s current marketing efforts and event participation
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Identification of the most effective local events based on their needs
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
What’s Included?
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Custom booth design that reflects your business’s brand and attracts attention.
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Design of eye-catching marketing materials, including but bot limited too;
Banners, flyers, brochures
Branded giveaways to engage attendees
Interactive booth opportunities
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.
On going support & consultation
What’s Included?
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Monthly or quarterly consultation (based on package) to discuss upcoming events, refine strategies, and explore new opportunities
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Ongoing updates and relevant local events, trends, and industry changes.
