Growing Relationships

Agent Education Campaign

The campaign featured a two-pronged approach, engaging both internal and external audiences. Team members were introduced to the initiative with a personalized gift—a watering can symbolizing the nurturing of relationships. Department leaders were interviewed on how their teams fostered success, and their insights were compiled into an inspirational booklet. Agents received training on the importance of discussing life insurance, key moments for clients to review their coverage and how life insurance can meet various client needs. The campaign also included a comprehensive outreach plan with direct mail, monthly videos, emails and articles.