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Attract insureds to your brokerage before they start to 'search'.

Most brokers will describe growing their book as a challenge. 

Producers are out prospecting, often without a structured approach

to brand building, leaving them to compete without a differentiated approach. 

Let's change that.
With your brand.

​Win the battle for insureds' minds BEFORE they're

triggered to search for a new broker.

Position you, and your brokerage, as the go-to insurance

advisor for the insureds' specific industry.

Here's how.

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Brand Gap Analysis

What do your customers think of you? Does it align with your brand?

Before building a remarkable brand, we understand the gap between your brand and customers' perception of it.

Here's what's involved:

  1. Internal Brand Analysis: map out exactly what you believe your brand stands for.

  2. External Brand Analysis: interview customers to determine what they think of your brand.

  3. Brand Gap report: I detail the gap between brand perception and brand reality.

You get clarity on how people think and feel about your brokerage.

Benevolent Brand Build

Make your brand remarkable with a singular focus: attracting more of the right customers to your brokerage.

This is a full brand strategy and tactical plan.

The Brand Build process:

  • Brand Gap Analysis PLUS

  • Goal Setting and ROI

  • Ideal Customer Profile

  • Brand Strategy

  • Customer Journey Mapping

  • Tactical Playbook

One thing I've learned is that it takes time to build a great thing. As such, this is a longer term engagement.


If you're interested, let's talk. 


"Working with Steve has been great! I’m a small independent consultant and was hesitant to engage with a marketing advisor because I often feel that for my size and budget marketing efforts always felt like a lot of fluff with no results. Steve was no fluff!! We were able to work on a targeted initiative where his insight and advice was tangible and effective. I’d recommend Steve to anyone looking for solid marketing support"


— Nick Roper, President at Roper Valuation & Insurance Advisors Ltd.


Brokerage messaging, analyzed.

I studied 111 broker websites to see how brokers are positioning their services. In Where’s the Brand?  you’ll learn:

  • The most common brand story themes;

  • The most popular images used;

  • Transactional versus relational messaging;

  • and more.


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