Marketing Know and Go

A NOTE FROM MARKETING:

Everything You Need to Know About Sales Collaterals

Did you know that 32% of sales reps' time is spent creating sales content and they use 6.7 pieces of collateral in an average sale cycle?* Content has become more important than ever for B2B buyers and decision makers. Buyers now rely more on content to research and make informed buying decisions.

What is Sales Collateral?

Sales collateral is content designed and developed to complement the buyer’s journey (awareness, consideration, decision). Collaterals are developed based on the unique needs of the sales reps and the prospects they interact with.

Types of Collateral and Ways to Leverage Them:

Our standardized collaterals can be accessed here.

Have a question or want to suggest a product marketing idea? We’d love to hear it!

*Sourced from: Product Marketing Alliance

Metrics of the Month:
Resonant^® Underwriting Webinar Series – Email Campaign

Our average email open rate for the campaign had a 184% INCREASE over our YTD average open rate for all other communications sent (37% vs 13%)*
Click rate achieved for the campaign was 4x HIGHER than the industry average email click rate (9.2% vs 2.3%)**

*Open rate: the percentage of recipients who open an email out of your total number of recipients
**Click rate: the percentage of recipients who clicked a link in the email out of the people who were delivered your email

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

Connections logo

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!

NOW Live:

Connections 2024 Sponsorship Sales

On September 7, we officially launched sponsorships for Connections 2024.

Our goal is to provide the most incentivized experience for our sponsors so they can meet their business goals. With that in mind, we took the summer to revamp the look and feel of our sponsorship prospectus, evaluate sponsorship levels, and determine pricing.

We are also excited to be offering early-bird pricing to any sponsor that commits by November 17^th. 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:

Connections 2024 early-bird sponsorship prospectus
High-level overview of sponsorship prices/levels
External talking points on justification for price increases

Connections 2024

Steering Committee

In July, the Connections 2024 Steering Committee began meeting to build, develop, and shape the educational content for our 2024 event. This team of 31 iPipeline volunteers from around the organization have been working hard to recommend industry-thought leader breakout session content and speakers. By the end of September, the Steering Committee will have the 2024 session content mapped out and completed in preparation for our November registration launch date.

Thank you to everyone involved in the Steering Committee for your hard work, ideas, insights, and expertise in building and shaping the content for Connections 2024!

JUST ANNOUNCED:

Updated Registration Pricing for Connections 2024

Connections 2024 registration prices have increased for the first time in the 23-year history of Connections. 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 on the right to view the 2024 registration prices.

NEW FOR 2024: Early-Bird Rates
We are excited to offer early-bird pricing for any attendee who registers before February 9^th, 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:

Overview of early-bird and standard registration prices
External talking points on justification for price increases
Discount guidelines

As a reminder, Connections 2024 registration opens November 8! Stay tuned for more details as we make our preparations for registration launch.

Connections Conference Emcee:

Meggie Palmer

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!

Opening Reception:

SeaWorld

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. It will include an exclusive indoor/outdoor private space for our event attendees inside the theme park, a DJ, a private Orca show, yard games, and even 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 Keynote Speaker:

Daymond John

NEW! Emcee Selection:

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!

Consumer dynamics are shifting, fueled by an increase in digital buying behavior. To ensure continued relevance and influence in the marketplace, iPipeline is redesigning its digital strategy. Our goal is to complement the active sales cycle and diversify lead generation tactics.

We are excited for all the new features and functionality, and we hope you are too! The new website launches with a refreshed color palette, updated corporate logos, and a photo reel theme. It also includes an intuitive navigation bar, accessibility adjustments such as light/dark mode, vision impaired settings, and an ADHD friendly profile option. The product pages are getting an overhaul too and will be made with the user in mind to minimize customer decision complexity.

Check out the new photo reel theme below, the updated corporate logos and "Contact Us" page.

Have questions? Please email Meghan Kolp.

Campaign Update:
Resonant^®Underwriting Webinar Series

Last month, we hosted our Three-Part Underwriting Webinar Series. Through our marketing efforts, we received 321 total registrations which were comprised of 102 unique companies and 116 unique individuals. During our three sessions, we had 139 live attendees join us. View the Salesforce Campaign to see who attended one, two, or all three of our sessions!

To access the recorded sessions, click here.

Next Steps:

With our webinar sessions concluded, our campaign efforts continue as we proactively target and market those who attended one (or all) of our webinars. Throughout September and October, Marketing and Sales will be executing several initiatives designed to drive action and leads from those who attended through a mix of marketing channels including email, digital, and a dimensional coffee direct mailer. The direct mailer will target approximately 100 contacts that attended the webinar series to drive leads to schedule a meeting and demo with us.

Check Out Our Post-Webinar Communications & Sales Follow-Up Plan Presentation

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

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

CARRIER EVENTS

LIC Laws & Legislation Committee Conference Call | September 22 | Virtual

Participation: Sponsor

Attendee: Roy Goodart

Salesforce Link Event Link

LIC Operations Committee Conference Call | September 26-27 | In-Person

Participation: Sponsor

Attendees: Joe Paddock & Roy Goodart

Salesforce Link Event Link

LIC Technology Committee Conference Call | September 27-28 | In-Person

Participation: Sponsor

Attendees: Joe Paddock & Roy Goodart

Salesforce Link Event Link

LIMRA Annual Conference | October 22-24 | In-Person

Participation: Sponsor
Attendees: Joe Paddock & Bill Atlee
Engagement Plan: Top Golf Event: Monday, October 23 / 6 RSVPS / 13 Spots Open
- Email Invite and Landing Page

Salesforce Link Event Link

InsureTech Connect | October 31- November 1 | In-Person

Participation: Attendee
Attendees: Dennis LaTour

Salesforce Link Event Link

BGA EVENTS

NAILBA 42 | November 1-3 | In-Person

Participation: Sponsor/Speaker

Attendees: TBD

Engagement Plan: We will doing a soft launch for Connections 2024 registration exclusive for NAILBA attendees. When they register for Connections at NAILBA they will be entered into a raffle to win a spot at Daymond John's Meet & Greet at the conference.

WEALTH EVENTS

Post Event: LFG Distribution Summit | August 1-3 | In-Person

Participation: Sponsor/Speak
Attendees: Robert Powell & Rich Fifield
Leads: More to come

Salesforce Link

NAFA Annuity Distribution Summit | October 4-5 | In-Person

Participation: Sponsor/Speaker
Attendees: Robert Powell, Patrick Gray, & Andy Stengel

Salesforce Link Event Link

ASIDA 2023 Annual Conference and Tradeshow | October 9-11 | In-Person

Participation: Sponsor
Attendees: Kathee Fajardo & Rich Fifield

Salesforce Link Event Link

Schwab IMPACT 2023 | October 24-26 | In-Person

Participation: Sponsor
Attendees: Robert Powell & Robert Forish

Salesforce Link Event Link

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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A NOTE FROM MARKETING:

Metrics of the Month:
Resonant^® Underwriting Webinar Series – Email Campaign

By the Numbers:

In the Press

June 21