Objective: A local insurance agent wanted a way to connect with her customers and capture new leads with a useful promotional item that would also boost her personal branding and promote her services all year round.

Product: The Valoy Desk Calendar

Personalization: Insurance company logo printed in 1 color with agent's contact info. Under the pad, the agent included a list of key phone numbers to different departments within the insurance company as a value add to their customers, including customer service, sales, claims, and the agent's local phone, fax, and email address.

Method of Distribution: This agent used the desk calendars as giveaways at local marketing events in lieu of handing out business cards. She offered two calendars to each visitor, asking them to share one with a friend or family member. The agent also kept a stack of calendars at her office reception desk as freebies for visitors to take home with them.

Marketing Outcome: By handing out a useful desk calendar instead of an ordinary business card, this agent set herself apart and kept her name visible to her customers every day. By giving out two calendars, she was successful in growing her referrals and added new customers to her book of business.

Source: Warwick Publishing Co

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