1. Boost sales agent productivity with critical industry updates and adaptive sales strategies.
2. Make it easy for sales leaders across hundreds of counties nationwide to tailor the training to their markets’ needs.
3. Minimize project scope while still developing a highly customizable training asset.

Strategy

In coordination across agency teams, I helped conceive a comprehensive modular deck that allowed leaders to pick and choose only training topics that were priorities for their market. We then identified topics and proposed the idea to the client.

Execution

From there, I conducted detailed research, outlined, and drafted a 200+ slide deck with almost 20 sections that leaders could mix and match per their needs. This was all done under tight deadlines with no room for delay and incorporating ongoing industry and product updates, additions, adjustments based on feedback from different stakeholders, and other complications.

1. Conduct discovery calls with the client and other stakeholders to understand business needs and challenges.
2. Ideate and conceptualize a deliverable that solved for all of these needs and challenges, landing on a comprehensive but modular presentation deck.
3. Propose concept and negotiate client approval for this unprecedented and large-scale project.
4. Research and create detailed outline of project, then run it by client for early-development alignment. Revise as needed.
5. Draft deck.
6. Update and revise deck based on an unusual amount of industry changes and review layers.
7. Final review, proofing, QA, and delivery to sales enablement platform for sales leaders to access and version for their respective markets.

A 200+ slide presentation deck versioned for four different agent channels featuring:

• National updates, brand positioning, product updates, sales strategies, and additional resources.
• Detailed talking points for presenters to follow, including practical applications and engagement prompts.
• A modular design, allowing presenters to mix and match topics as needed.
• Instructions on how to use the deck.
• Promotional web and email copy.

Available upon request

This project contains proprietary materials for the eyes of serious prospective employers only.

1. Help sales agents learn to grow their Medicare pipelines quickly and compliantly.
2. Increase agent engagement with resources proven to provide a sales lift.
3. Position our client as the carrier of choice for partner agents by demonstrating that they make healthcare simple and easy for agents and consumers alike.
4. Get more returns on the client’s budget following the principle of “fewer, bigger, better.”

Strategy

By condensing each aspect of Medicare lead generation down to only the most must-know and actionable essentials and driving to other key resources, I reimagined and pitched this playbook as:

• The go-to resource for agents looking to grow their Medicare pipelines
• The springboard for agents engaging with other sales-boosting resources
• Evergreen, cornerstone content that would multiply long-term ROI

In its most recent iterations, I helped find the guide’s place in a new content ecosystem and added guidance supporting launch and adoption of powerful new training and sales tools.

Execution

In the initial overhaul, I removed anything unnecessary from the playbook. From there, I rounded out coverage of the topic by adding some short, new sections to provide a complete lead generation system. I also added worksheets and drove to tools and resources to help agents take the next practical steps in their business growth. To keep users engaged, I took advantage of interactive features using the Flipsnack publication platform.

In subsequent annual revisions, I further distilled the playbook, added guidance on using new tools and resources, and shifted emphasis to selling to priority markets.

1. Reimagine, outline, and pitch the playbook refresh to the client.
2. Draft the new guide and work with designer to tie together verbal and visual storytelling.
3. Revise playbook through multiple layers of internal and external review, creatively meeting the needs of numerous stakeholders.
4. Proofread, QA, and finalize the asset for publication.

Overhauled playbook

Practical handouts

Promotional copy

Agents have consistently engaged with the refreshed lead generation playbook more than all other content of similar format combined.

Available upon request

This project contains proprietary materials for the eyes of serious prospective employers only.

1. Highlight the carrier’s unique value of going beyond highly competitive plans to simplifying and stabilizing healthcare for agents and consumers alike.
2. Be a “lighthouse in the industry fog” for agents by providing boots-on-the-ground strategies and tactics to stay competitive in the face of industry trends and show how the carrier can support their businesses.
3. Communicate all of this in compliance with industry regulations, internal policy, and brand guidelines and in a way that resonated with multiple agent channels.

Strategy

Research industry trends, draw up rough outline, and help develop strategic messaging. Work with my team to create a pitch deck to propose the webinar content, ancillary content, and promotional campaigns.

Execution

• Develop and work with client and team to refine webinar outline
• Draft webinar deck, one pager, web copy, and promotional communications copy
• Work with designers to combine verbal and visual storytelling
• Revise through multiple rounds of internal, client, business partner, and legal review

1. Lay the groundwork

Due to familiarity with the industry and client plus some additional research, I worked with my team to refine the new year’s messaging and a webinar outline to support it and pitch it to the client. As I expanded the outline and drafted the webinar deck, we checked in with the client and adjusted as needed.

2. Review, revise, rinse, repeat

I revised at every stage over weeks of reviews, including manager, design, internal, client, business partner, legal, and proofing. Familiarity with the industry and client helped minimize feedback.

3. Pivot, package, deliver

The health insurance landscape changes fast and I was ready for the last-minute updates and reworking due to carrier and competitor pivots. Then I performed final revisions, proofing, finalizing assets, QA, and delivery for the webinar deck to be recorded for simu-live presentation.

High-impact webinar deck

Recorded for simu-live presentation and on-demand viewing.

Downloadable takeaways

Summaries, checklists, resource lists, and more to support long-term brand affinity.

Promotional emails

Initial invitation, follow-ups, last-minute, webinar is live, follow-up. These helped make the webinar the most-engaged content each year by tens of thousands of sales agents.

Resource description copy

Web copy to entice agents to access the assets in the content management system.

Available upon request

This project contains proprietary materials for the eyes of serious prospective employers only.