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MARKETING ROUNDUP:

As we begin to close out 2023 and set our eyes on 2024, we thought it would be fun to look back on a few of our favorite initiatives and big accomplishments from the US Marketing Department this year. Be sure to scroll all the way down to check out our “Year In Review” recaps.

Happy Holidays!

US Marketing Team
(Lisa, Carol, Jared, Meghan, Shruti, Christin, Tamara, Tracy)

Blue White Happy Holidays Christmas Greeting Card

 

Metric of the Month:

Did you know the US marketing team collectively has over 137 years of marketing, design, and communications experience? From branding, digital, events, campaigns, design, and communications, we’re excited to play our part in helping to move the business forward in 2024 and beyond.

 

Questions

By The Numbers:

Check out the latest metrics tied back to marketing campaigns.
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# of MQLs YTD

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# of SQLs YTD

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# of Opportunities YTD

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M*

$ of Opportunities YTD

*Actual Sales Opportunities YTD -  $6,816,639.85

'Pipers' Pitch In to Help Feed the Hungry

July 12

50 iPipeline employees volunteered over their lunch hour, to package 10,000 nutritious meals in a quest to end food insecurity around the world.

Placements include:

Daily Local News | MSN.com | Rome News-Tribune 

 

 

 

 

 

Navy Mutual Launches Innovative Technology from iPipeline® to Automate, Streamline, and Enhance Its Underwriting and New Business Processes

July 14

The nation’s oldest federally recognized Veterans Service Organization selects iPipeline’s Resonant® Solution to accelerate and improve the delivery of financial peace of mind to servicemembers and their families.

Placements included:

Insurance Edge | MyChesCo

In The Press

Featured Press Release:

AuguStar Life Selects iPipeline to Help Strengthen its Digital Transformation Journey

Nov 30

iPipeline® announced a partnership which will help AuguStarSM Life to accelerate and strengthen its digital transformation with innovative solutions from iPipeline that are designed to improve the agent experience.

Placements Include:

Finextra  |  Digital Technology Guru  | Insurance News Net  |  Yahoo! Finance
Benzinga  | SeekingAlpha  |  Morningstar  |  Enterprise Times |  MyChesCo

Article Publications: 

How Recent Tech Trends are Affecting Wealth Management 
By: Bobby Powell

 View Article 


Wealthtech Predections for 2024
By: Bobby Powell

View Article


 

November Media Mentions:

ROP Stock Price Escapes $500, Will it Extend Gains or Revert?
The Coin Republic


Conquering The Frustrations That Come with Annuities
Financial Adviser Magazine


Life Insurers Search for Ways to Better Protect the World
ThinkAdvisor



Q3 Roper Technologies, Inc. Earnings Call
Seeking Alpha | Yahoo! Finance


Getting Over the Annuities Hurdles
Financial Adviser Magazine

 

Connections 2024:
Updates & News

Connections logo

We are continuing to ramp up registrations and sponsorships for Connections and we are currently at 47 registrations and 11 sponsors. We have also added exhibitor marketing emails to our Connections Communication plan. An email went out on Monday (12/18) promoting sponsorships, and another broader registration push is coming up on 12/20 as our last push before Christmas.

As a reminder, early bird pricing registration pricing expires on Feb. 9th and early-bird sponsorship pricing expires on 12/29 so be sure to be pushing these discounted rates to your contacts and customers! We’re looking forward to hitting the ground running in the new year with all things Connections so we can hit our registration and sponsorship goals.

Check out the updates below and be sure to reach out to Christin DeLuzio or Jared Bruley if you have any questions.

 

EMPLOYEE ASSETS & INFORMATION

Assets For Your Use:

  • Conference Invitation:
    Marketing will be aggressively promoting our conference but we need your help to get our customers and prospects there. The invitation can be viewed here. Download an Outlook version to forward to customers. 
  • PowerPoint Slide:
    Please use this PowerPoint slide (Connections 2024 Promo Slide.pptx) in your customer facing meetings. These meetings are a great opportunity for you to discuss the conference, drive awareness, and build attendance.
  • Sizzle Reel:
    Here is a link to our Connections Sizzle Reel announcing registration. 
  • Marketing Connections SharePoint Site:
    Check the SharePoint page for updated registration lists on a weekly basis and for additional assets coming soon (breakout session grid, customer speaking list, session rosters, etc…and more!)
  • Email Signature: 
    Don’t forget to hyperlink to our registration site! Instructions on adding your signature can be found here and the signature image here.


Golden Tickets:

TicketEach Sales rep has been given 1 Golden Ticket to Connections. With this ticket you are able to invite ONE customer or prospect to Connections and we will waive their registration cost (attendee will still be required to pay for hotel/flights). Sales Golden Tickets MUST be used by February 9, 2024. After this date, they will no longer be active.  Please see this list Sales Golden Ticket Codes - 2024.xlsx for your individual discount code.

 

AMS Discount Codes:
Codes have been shared with eligible AMS Users through an email earlier this month and AMS codes can be found here: AMS Discount Codes.xlsx. Please encourage your customers to redeem their free passes and register for Connections 2024. Marketing is proactively promoting the conference to this target audience as well.

 

Curious to Know Who Has Registered? 
Find the registration list here, it will be updated every Friday morning. 

 

AGENDA

OUR CONFERENCE ATTENDEES CAN EXPECT:

  • 4 General Sessions and Close to 50 Breakout Sessions
  • Keynote Speaker, Daymond John
  • Opening Reception at Sea World and Exhibitor Reception
  • Anticipating 500+ Attendees Including Featured Customer Presenters
  • Ample Networking Opportunities

 View Full Agenda Here! 

SPONSORSHIPS

On September 7, we officially launched sponsorships for Connections 2024, and we have now sold eleven sponsorships!

  • Platinum: Paperclip and Spark IPS
  • Gold: Insuretech Express, LexisNexis, Vertafore
  • Silver: Asurint, APPS, Cooperative Technologies, Exam One, Milliman, and Washington National

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We are aiming to provide the most incentivized experience for our sponsors so they can meet their business goals, and are now offering early-bird pricing to any sponsor that commits by December 31st.  The goal with early-bird pricing is to encourage sponsors to lock in their commitment early.

To ensure you are fully equipped to answer any questions that come your way regarding sponsorships, please take a moment to review the following:

  1. Connections 2024 early-bird sponsorship prospectus 
  2. High-level overview of sponsorship prices/levels
  3. External talking points on justification for price increases
  4. A list of Confections 2024 sponsorships can be found on the registration site.
REGISTRATION PRICING
Connections 2024 registration prices have increased for the first time in the 23-year history of the event. As the conference grows, we want to be able to provide the best attendee experience while keeping up with today’s market. See the chart below to view the 2024 registration prices.

EB pricing MK-1

NEW FOR 2024: Early-Bird Rates
We are excited to offer early-bird pricing for any attendee who registers before February 9th, 2024. Our goal with early-bird pricing is to encourage attendees to register early, which will allow us to better forecast attendee numbers and registration revenue.

To ensure our employees are familiar with the new prices and are equipped to answer any questions that arise from customers or past attendees, we are asking you to please take a moment to review the following:

Upcoming Events & 2024 Event Calendar

Select a tab to expand for details, dates, and links for upcoming events.

CARRIER EVENTS
 

Post Event: LIC Preneed Forum | November 15-16 | In-Person

Participation: Attendee
Attendees: Joe Paddock & Michael Deck
Leads: 4 Leads

Salesforce icon Salesforce Link      Event Link


CNO National Managers Meeting | January 15-18 | In-Person

Participation: Attendee
Attendees: Sandy Majewski

Salesforce icon Salesforce Link   


LIC Annual Conference | February 7-9 | In-Person

Participation: Attendee
Attendees: TBD

Salesforce icon Salesforce Link      Event Link

WEALTH EVENTS
 Post Event: Beacon Roundtable | November 1-3 | In-Person

Participation: Attendee 
Attendees: Robert Forish & Shaun Christensen
Leads: 6 Leads

Salesforce icon Salesforce Link     Event Link

 Post Event: Money Concepts | December 4-7 | In-Person

Participation: Attendee 
Attendee: Stu Feldman

FSI OneVoice | January 29-31 | In-Person

Participation: Attendee 
Attendees: Shaun Christensen, Rob Forish, Robert Powell, and Rich Fifield 

Salesforce icon Salesforce Link     Event Link

 

Year In Review:
Digital Marketing

Digital Marketing’s strategy throughout 2023 was dedicated to iPipeline’s global website redesign and launch. A welcoming aesthetic, compelling content, intuitive navigation, and effective calls-to-action set great businesses apart from the competition and ignite revenue opportunities. Our new global website will work to expand our digital footprint, build our brand recognition, strengthen our position in the industry, and complement our sales funnel. The completion of this year-long project was the first step in our multi-phase digital transformation. Up next in 2024 – digital advertising!

A look back at some of the project’s biggest milestones:

   184 Completely Redesigned Webpages

     1 Click to Reach Any Page Onsite

    4 Straightforward Forms to Book a Call with iPipeline

 

     50 Robust and Comprehensive Product Pages

   102 Piper Participants Across 7 Professional Photo Shoot Locations

   1 Unified, Global-First Approach

 

 

PLUS, a look at some brand new site functionality for improved user experience and accessibility:

  • Main menu navigation displays hierarchical pathways to inform and direct users
  • Light and dark mode viewing options available for users according to preference
  • WCAG Accessibility overlay offers a suite of real-time modifications, tailorable for individual needs
  • IP auto-locator proactively sends users to the domain most applicable to them (US, UK, CA)

The Event Team is working hard building Connections 2024 and is taking full advantage of our new dates and location to build an incredible experience (and educational lineup) for our customers, prospects, and the industry! For our 2024 event, we have been working on some pretty exciting enhancements – see below to check them out!

NEW! Emcee Selection:

Meet Meggie Palmer, Founder of PepTalkHer, speaker, journalist and Connections 2024 Emcee. Meggie is passionate about topics such as Imposter Syndrome and driving change using technology. Meggie specializes in being a high-energy, interactive host and will be key in keeping our audience engaged and excited throughout the entirety of the conference. In addition to emceeing, she’ll be our guest speaker for the Women’s Luncheon. As the founder of PepTalkHer, an app that specializes in closing the gender pay gap, she has created a community of professional and aspirational women around the world that have come together for a greater cause. We can’t wait for what she has in store for us!

Registration Launch: 

Connections 2024 Registration Opens November 8!

 

Sponsor Prospectus: 

What goes best with an awesome Opening Night Reception at SeaWorld? An incredible World-Class Keynote Speaker, of course! The event team is thrilled to announce that our Connections 2024 Keynote Speaker will be Daymond John, Self-Made Billionaire, CEO of FUBU, and Star of the hit TV Show, Shark Tank! Daymond will tell our attendees his rags-to-riches story, plus give tips on how to have an entrepreneurial mindset. While we are still working out the many details of his keynote presentation, we can’t wait to hear Daymond inspire our attendees. We are also working on securing an official event emcee and will have additional details about that in upcoming announcements.

Updated Pricing: 

This year, we made the exciting decision to switch up our Opening Night Reception (typically held in a Las Vegas club or restaurant) and move it to a location that will fully leverage Orlando and the Florida vibe! The Connections 2024 Opening Reception will take place at SeaWorld, one of the largest marine animal rescue organizations in the world, on Wednesday, May 15 at 7:00pm and will include exclusive, private space for our event attendees inside the theme park along with a mix of indoor/outdoor space, a DJ, a Private Orca Show, Yard Games, and even exclusive, private ride times on SeaWorld’s newest roller coaster, Pipeline! Our Connections 2024 Opening Reception will be a can’t-miss event and we are beyond excited to give our attendees an unforgettable experience.

 

Connections 2024 Registration Opens November 8!

Stay tuned for more details as we continue to build out Connections 2024! If you have any questions or want to learn more, reach out to Christin DeLuzio or Jared Bruley. Looking for the slides we shared at Q3 QBR? Check them out here! 

Website Updates:
Our New Global Website is Launching Monday!

We are excited and can't wait til our new global website launches! The website will expand our digital footprint, build our brand recognition, strengthen our position in the industry, and complement our sales funnel. With new features and functionality, a refreshed color palette, and an intuitive navigation bar, the new website is made with the user in mind to minimize customer decision complexity. Check out a sneak peak below. 

Have questions? Please email Meghan Kolp. 

New Website Theme_3
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Web 3

Year In Review:
Channel Marketing

From email marketing campaigns, webinars, and social media, to coffee mailers, events, and Connections 2023, this year was full of initiatives to help drive opportunities and expand our brand presence. 

Check out a few highlights we are most proud of:

     36% Increase in Connections 2023 Registrations when Compared to our 2022 Event

      65+ Unique Marketing Email Blasts

    1,975+ New Social Media Followers

 

 

     36 In-Person Events Participated In

      320+ Resonant® Webinar Registrations

     2 New Exhibitor Booths and 5 New Exhibitor Banners

 

 

Year In Review:
Product Marketing

In 2023, our product marketing strategy centered on standardizing product collaterals and generating a range of assets including an elevator pitch, slick, factsheet, and more. By enhancing our presence on third-party sites like Celent and dominating LinkedIn with eye-catching infographics and videos, we made great progress. New names, new products — our year was all about crafting cool stuff that wows customers and slays the market!

Check out some notable highlights that we’re proud of:

    7 Solutions with a Standardized Product Package

     25 Product Collaterals Created

      2 Products Renamed & 1 New Product Name Launched

 

     1 Celent report featuring our three Illustration solutions

     1 XCelent Award for Breadth of Functionality for our WELiS® solution

    Launched and implemented a new product naming process

 

 

Year In Review:
Content & Comms

In 2023, we expanded our PR reach, hitting various life insurance, annuities, wealth, technology, and national publications. We highlighted partnerships – like Advisor Group, Navy Mutual, LIBRA, and American National – as well as events – including Connections and Schwab – and promoted news about iPipeline people – including announcing our new CEO, the addition of our Customer Satisfaction group, and three key executives new hires. We also increased the number of authored articles, including pieces authored by Bobby Powell, Roy Goodart and Bill Hunter in trade publications such as Private Wealth, Family Wealth, and Life Annuity Specialist. Overall, our PR efforts in 2023 are nearly triple that of those in 2022.

Check out some of the biggest highlights of the year:

     11 Press Releases

    10 Major Articles Published

     Nearly Triple the Amount of Press in 2023 vs 2022

     170 Total Press Mentions

     Over 266% of 2023 Media Goal

     Coverage Included Top-Tier Publications

 

 

FA
Investmnet
IJ
Life annunity
PW
Yahoo!_Finance_logo_2021
Wealth tech

Campaign Update: Laser App

Throughout October and November, Marketing and Sales will be executing several initiatives designed to drive action and leads from those who attended one (or all) of our webinar sessions throughout August. Our initiatives include a mix of email, digital, personalized sales follow-up, and a dimensional coffee mailer.

View our post-webinar marketing plan and campaign assets

View underwriting webinar campaign assets

Have questions or want to learn more? Contact Jared Bruley.


Resonant Campaign Landing Page
info.ipipeline.com/coffee

Throughout November and December, Marketing and Sales will be executing initiatives designed to push and promote Laser App by targeting two different audiences:

  • Recent Laser App cancellations in an effort to “win back” their business
  • Current Laser App customers who have the opportunity to add additional reps to their existing subscription

For the Laser App Win-Back initiative, we are offering this target audience $100 off a 12-month subscription if they resubscribe by 12.31.23. See an example of the email promotion to the right.

Below is the email promotion schedule for the campaign for both target audiences. Be on the lookout in future issues of the Marketing Know & Go as we track and monitor the success of this campaign.

Should you have any questions, please reach out to Jared Bruley or Kathee Fajardo.

 

 

Laser App Email Promotion Schedule:

Target Audience: Win-Back

      • November 16  |  EM1 – Laser App Win-Back
      • December 6    |  EM2 – Laser App Win-Back
      • December 13  |  EM3 – Laser App Win-Back
      • December 20  |  EM4 – Laser App Win-Back

Target Audience: Add More Reps

    • December 6    |  EM1 – Laser App Add More Reps
    • December 13  |  EM2 – Laser App Add More Reps
    • December 20  |  EM3 – Laser App Add More Reps

On the horizon:

What's in the Pipeline?

Get a glimpse of the tentative upcoming social media posts, events, and campaigns.

Check out The Weekly Social email (emailed every Monday) for more detailed information on upcoming social media posts! 

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STAY TUNED FOR NEXT MONTH'S EDITION OF THE MARKETING KNOW & GO!
- YOUR iPIPELINE MARKETING TEAM
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