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This sample marketing plan can be edited directly in Sales and Marketing Pro software.

The positioning goal for Plynthe Insurance is to be seen as the consumers' choice in Peristyle Gardens insurance agents who offer a high-level of personal service.

To see that the business is achieving this goal, Plynthe Insurance will track the following measurable results:

  • Customer referrals
  • Customer renewal rate
  • Existing customers adding additional products or increasing coverage

Core Branding Elements

The core branding elements of the business will include images of happy, smiling, or relaxing customers who have been well taken care of by Plynthe Insurance. Because of the customer focus, we feel it is more important to show images of the customers than Plynthe Insurance agents in action.

The tag line "Individual Insurance Service So You Can Relax" will be used on materials to reinforce the goal of providing individualized service to assure customers that their insurance is taken care of.  

These core branding elements will appear on:

  • Stationery
  • Business cards
  • Forms (Invoices, Fax cover)
  • Advertising
  • Email format
  • Marketing kit
  • Signage
  • Website

Some of these media will include just the tag line and other will have image elements as well. The branding will be reinforced through personal contact including contact over the telephone, email, and in person.

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