Sales Support (LIZ)
Sales Support (STUART)
Creative Team (ANN MARIE)
100

Trade Show Program

Strategic Partnerships and Industry Events


100

Cybersecurity Champion

100

External Marketing / Brand Stewardship 

Targets customers and prospects to increase brand awareness, attract new clients and drive sales.

Every message and image we share in the marketplace should reflect who we are and what we stand for. 

Because message consistency builds trust which builds long-term relationships which drives growth. 

When what marketing says lines up with what teammates do is when the magic happens.

200

IMCA Awards

200

Website

200

Marketing Collateral

Materials designed to promote products or services using the brand's visual and verbal guidelines to ensure consistency and recognition across all touchpoints.

Flyers      

Video: Explainer videos reduce support calls by 43% percentage

Case Studies: 77% of B2B buyers rate case studies as most effective content type

Interactives: ADEPT Walkthrough; PMP Kiosk

Thought Leadership: Webinars and Blogs (vlogs, SME interviews)

300

NASM

300

Power Automate - Trade Show Inventory

300

LinkedIn

75% of B2B buyers use social media to research vendors.

We utilize Adobe Express for post management

Monthly schedule includes regional events, holidays, and product knowledge with series such as Myths vs. Facts, Frequently Asked Questions, etc.


400

HINDA, BDA, PIA, XMAS

400

Project Management

400

Internal Marketing

Focuses on aligning employees with the company's mission, vision and values. 

Newsletter (Premium Perspective)

Ready. Set. Succeed. event

Communication

500

Marketing Inbox

500

The Tech Resource/ADEPT Transition

500

Solutions Box

Provide white glove service to all ADEPT users (sales team, agents and insureds)

Respond to requests

Create agency logins

Create feature/function tutorials

Provide support to new users throughout the ADEPT transition 


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