Client

MB Davis Group

The MB Davis Group is a commercial insurance consulting firm with a century of combined experience, providing expert advice to businesses paying between $500K to well over $1 million in annual commercial insurance premiums. They provide their consultant services to various industries – real estate, energy, technology, chemicals, and more – helping them better manage their insurance programs. The MB Davis Group does not sell insurance. Instead, they work to craft the right coverage for a business, address risk exposures to protect the bottom line, and manage their insurance program long-term.

Client

MB Davis Group

The MB Davis Group is a commercial insurance consulting firm with a century of combined experience, providing expert advice to businesses paying between $500K to well over $1 million in annual commercial insurance premiums. They provide their consultant services to various industries – real estate, energy, technology, chemicals, and more – helping them better manage their insurance programs. The MB Davis Group does not sell insurance. Instead, they work to craft the right coverage for a business, address risk exposures to protect the bottom line, and manage their insurance program long-term.

MBD Case Study
Challenge

Challenge

Mitch Davis (founder) came to us as he moved his base of operations from New Jersey to Texas. He already had several clients in the area but wanted to increase that number, taking advantage of the rapid business growth in the state. MB Davis Group had very few competitors but struggled to inform people why they might need an insurance consultant for their business over and above an insurance broker. Confident that he could convert leads to clients after a one-on-one meeting, we developed a strategy to increase high-quality leads, communicate the need for their services, and amplify brand awareness.

Challenge

Challenge

Mitch Davis (founder) came to us as he moved his base of operations from New Jersey to Texas. He already had several clients in the area but wanted to increase that number, taking advantage of the rapid business growth in the state. MB Davis Group had very few competitors but struggled to inform people why they might need an insurance consultant for their business over and above an insurance broker. Confident that he could convert leads to clients after a one-on-one meeting, we developed a strategy to increase high-quality leads, communicate the need for their services, and amplify brand awareness.

After

Strategy

After our Discovery meetings, it was clear that the founder/senior consultant of the firm had an authentic ability to connect with people and engagingly educate his audiences on matters that are usually somewhat overwhelming, boring, and confusing. But, the current company website did not reflect this brand DNA; in fact, design choices provided the exact opposite to its viewership. No one would read walls of words on each web page; the website lacked the high-level brand messaging/titles that engage the audience. From a design perspective, all collateral had dark blue and gray as its color palette and black and white imagery. Even a man with his back turned to the camera on the contact us page to top it off. None of those design choices conveyed this consultant firm’s warmer, inviting experience.

TruBrand completed a brand refresh by redesigning its visual branding; we added a touch of color to the color palette (orange and brighter blue), revamped their logo, collateral, and website to include all full-color imagery. A brand story was developed to zero in on their brand DNA and write high-level brand messaging that spoke to their target audience’s pain points. Consultants are people that can genuinely connect with their clients. Thus, we added a face to a faceless brand for the human approach, elevating the founder’s presence on the website to communicate with their target audience. Videos were added on multiple pages to share industry expertise and offer insights into their services.

With a solid brand foundation laid, we prioritized our efforts on account-based campaigns to reach high-quality leads. After implementing an automated marketing system, a video brochure was developed and used as the central piece in a dimensional, direct mail campaign which drove the leads to their personalized landing page. Ongoing lead generation includes offering lead magnets/eBooks and blog posts promoted on social channels.

Strategy
Strategy

Strategy

After our Discovery meetings, it was clear that the founder/senior consultant of the firm had an authentic ability to connect with people and engagingly educate his audiences on matters that are usually somewhat overwhelming, boring, and confusing. But, the current company website did not reflect this brand DNA; in fact, design choices provided the exact opposite to its viewership. No one would read walls of words on each web page; the website lacked the high-level brand messaging/titles that engage the audience. From a design perspective, all collateral had dark blue and gray as its color palette and black and white imagery. Even a man with his back turned to the camera on the contact us page to top it off. None of those design choices conveyed this consultant firm’s warmer, inviting experience.

TruBrand completed a brand refresh by redesigning its visual branding; we added a touch of color to the color palette (orange and brighter blue), revamped their logo, collateral, and website to include all full-color imagery. A brand story was developed to zero in on their brand DNA and write high-level brand messaging that spoke to their target audience’s pain points. Consultants are people that can genuinely connect with their clients. Thus, we added a face to a faceless brand for the human approach, elevating the founder’s presence on the website to communicate with their target audience. Videos were added on multiple pages to share industry expertise and offer insights into their services.

With a solid brand foundation laid, we prioritized our efforts on account-based campaigns to reach high-quality leads. After implementing an automated marketing system, a video brochure was developed and used as the central piece in a dimensional, direct mail campaign which drove the leads to their personalized landing page. Ongoing lead generation includes offering lead magnets/eBooks and blog posts promoted on social channels.

Content Marketing: Blog

Content Marketing: YouTube Videos

VIEW VIDEOS

Content Marketing: LinkedIn

Lead Generation – Ebook

Digital Advertising: Google Ads

Communication Collateral

RESULTS

Results

The MB Davis Group’s brand visibility has increased dramatically. Our highly SEO-optimized website has continued to drive an upward trajectory with high-value industry keywords ranking on the first page of search results. With insurance being such a competitive industry, we are pleased that our work has given loft organically for the targeted Texas region and nationally.

The visual and messaging branding now reflects the company’s essence and invites prospect engagement. We have elevated Purpose-driven content and amplified an emotional connection with the customer by having the founder speak directly to them through the many videos on the website. This, along with highlighting extensive expertise within many industries, contributes to pre-selling prospects before the initial consultation.

RESULTS

Results

The MB Davis Group’s brand visibility has increased dramatically. Our highly SEO-optimized website has continued to drive an upward trajectory with high-value industry keywords ranking on the first page of search results. With insurance being such a competitive industry, we are pleased that our work has given loft organically for the targeted Texas region and nationally.

The visual and messaging branding now reflects the company’s essence and invites prospect engagement. We have elevated Purpose-driven content and amplified an emotional connection with the customer by having the founder speak directly to them through the many videos on the website. This, along with highlighting extensive expertise within many industries, contributes to pre-selling prospects before the initial consultation.

Case Study