Marketing Strategy

  • Inserts with statements
  • Website/Internet
  • Monthly statements to members with different benefit/product presented on the bottom (rotating products each month with inserts)
  • The call center staff directs the member to 'other' call center for product info (i.e. ask if they are interested in a life or health quote)
  • Brochures/Table tents at bank locations
  • Train the member representatives at each bank to "ask" if the member would like to learn about benefits program (create excitement)
  • Do we market same product or rotate products at different locations/region – north/south, by state or bank
  • The call centers are structured to help and educate the members, opposed to a buy today mentality. This process allows the members to make a sound decision on the product they are considering