Stages – relationship

1. Prospect for wedding insurance
   1. Intent – for them to buy wedding insurance
   2. FB and Inst marketing – Xie, any ideas we can use?
2. Client for wedding insurance (purchased a policy from us via website)
3. Pre-wedding day  – intent help them prepare for the wedding day. https://www.plwinsure.com/tips-to-save-for-your-honeymoon/
   1. Knot article about “wedding plan-xiety” (anxiety about planning) – We could make a blog post about how to make your wedding day less stressful, include getting wedding insurance on that list.
4. Post-wedding day (prospect for personal insurance)
   1. Soft marketing – how to combine your insurance (tips as newlyweds) https://www.plwinsure.com/how-to-combine-insurance-policies-for-newlyweds/
      1. Gift idea: personalized ornament – https://www.zazzle.com/rustic_holiday_monogram_newlywed_photo_ornament-175274937929448200
   2. Importance of limits, coverages, etc (use existing educational blog posts) –
   3. Intent – make them and the agency client for other real insurance
5. Agency client
   1. Marketing – the intent is to keep them and for them to refer others

Madi and Hannah Brainstorm ideas for marketing to wedding insurance clients/prospects

• Send wedding card w/ gift card to client after purchasing wedding insurance
• Create blog posts for resources for newlyweds
• Utilize Pinterest to post blog posts
• Put QR code to resources on cards sent- How to combine to insurance as newlyweds, How to combine your finances as newlyweds
• Send 1st and 2nd year anniversary cards to wedding insurance clients who never became full time clients

If we need free stock photos, www.pexels.com is a good source. ( I have a subscription to iStock Photo, Beaux)

Links to blog posts/video inspo:

• How to combine finances as newlyweds: https://www.ramseysolutions.com/relationships/newlyweds-what-do-we-need-to-know-about-money
• Combining your insurance policies after marriage: https://www.youtube.com/watch?v=nyfICo6woyI
• 3 things newlyweds should know: https://www.youtube.com/watch?v=jPjZput0PpE
• Five money tips for newlyweds: https://stewardship.pro/2021/08/10/financial-advice-for-newlyweds/
• Wedding Budgets – Ways to save: https://www.theknot.com/content/wedding-budget-ways-to-save-money

Gift Ideas to make us memorable

Southern Designs- cutting board (personalized)

Ornaments

Wedding toppers

Carrier options

• The Hartford: Does not carry wedding insurance
• Travelers: Does not carry wedding insurance
• Liberty Mutual: Does not carry wedding insurance
• Burns & Wilcox: Mentions check with the old K & K people for “event cancellation” coverage (they have another name now Stacey said). Stacey also stated that the client would need property coverage to cover the theft.
• RT Specialty: Special Events policies do not extend to lost / stolen property. But they can offer Liability
• RPS: They don’t really have a program for lost or stolen items. They could do a special event that would cover GL. Cancellation insurance would be a separate policy.

Wedding insurance explained