Credit Union Communications Catalog Communication Catalog Contents Accessing

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Credit Union Communications Catalog

Credit Union Communications Catalog

Communication Catalog Contents • Accessing marketing material • Brochures • Inserts • e. Cards

Communication Catalog Contents • Accessing marketing material • Brochures • Inserts • e. Cards • Posters • Ad. Creator • Miscellaneous

Accessing Benefits Plus Marketing Materials Click on Sales & Marketing Tab Click on the

Accessing Benefits Plus Marketing Materials Click on Sales & Marketing Tab Click on the Personal Insurance Toolkit Select find/order materials

Accessing Benefits Plus Marketing Materials Click “Order brochures and forms” to customize and order

Accessing Benefits Plus Marketing Materials Click “Order brochures and forms” to customize and order printed material Click “e. Cards” to choose one of many email templates Click “Ad. Creator” to create ads, flyers and e. Brochures for Benefits Plus

Accessing Benefits Plus Marketing Materials Enter the PL number in the search box Click

Accessing Benefits Plus Marketing Materials Enter the PL number in the search box Click “Benefits Plus” to view available material by audience

Brochures PL Number Audience Use PL-13495 Members • In branches • In letter from

Brochures PL Number Audience Use PL-13495 Members • In branches • In letter from president Product: Auto & Home Size: 2 panel Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Message: Outlines program benefits for members PL-14431 Product: Auto Only Size: 2 panel Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Outlines the program benefits for members. • New member packets • Loan packets Members • In branches • In letter from president • New member packets • Loan packets

Inserts PL Number Audience Use PL-13496 Members • Teller handout • Statement insert Product:

Inserts PL Number Audience Use PL-13496 Members • Teller handout • Statement insert Product: Auto & Home Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Highlights the overall benefits of the program PL-13500 • New member packets • Loan packets Members • Statement insert Product: Auto & Home Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Focus is on the auto product PL-13501 Product: Auto & Home Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Focus is on the home product • Teller handout • New member packets • Loan packets Members • Teller handout • Statement insert • New member packets • Loan packets

Inserts PL Number Audience Use PL-14430 Members • Teller handout • Statement insert Product:

Inserts PL Number Audience Use PL-14430 Members • Teller handout • Statement insert Product: Auto Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Auto only messaging, no other products are mentioned PL-8786 • New member packets • Loan packets Members • Statement insert Product: Auto & Home Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials’ select “Order brochures and forms” Messaging: The benefits of the multi policy discount PL-8787 Product: All with claim messaging Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Highlights our claims service and lists all products • Teller handout • New member packets • Loan packets Members • Teller handout • Statement insert • New member packets • Loan packets

Inserts PL Number Audience Use PL-10447 Members • Teller handout • Statement insert Product:

Inserts PL Number Audience Use PL-10447 Members • Teller handout • Statement insert Product: All with identity theft callout Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Highlights the identity theft coverage PL-12140 Product: Auto & Home Size: 8. 5”x 3. 75” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Highlights the overall benefits of the program • New member packets • Loan packets Members • Teller handout • Statement insert • New member packets • Loan packets

e. Cards Emails Messaging Audience Use Save money with this new benefit Members •

e. Cards Emails Messaging Audience Use Save money with this new benefit Members • Announce new auto and home insurance benefit to members Product: Auto & Home Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/ materials" select “e. Cards” Selling auto to members • Reminder of program benefits to members and employees Members • Promote potential auto insurance savings Members • Follow-up on quote Product: Auto Only Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “e. Cards” Quote Follow-up to members Product: Not specific Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “e. Cards”

Posters PL Number Audience Use PL-13504 Members • Hang in branches • Create table

Posters PL Number Audience Use PL-13504 Members • Hang in branches • Create table top display for on sites or visibility days Product: Auto & Home Size: 11”x 17” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Promotes auto and home and program savings PL-14432 Product: Auto Size: 11”x 17” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Promotes auto product and program savings Members • Hang in branches • Create table top display for on sites or visibility days

Ad. Creator Campaign Specifications Audience Use Members • Post in highly trafficked locations or

Ad. Creator Campaign Specifications Audience Use Members • Post in highly trafficked locations or in break rooms Product: Auto & Home Size: 8. 5”x 11” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE (electronic PDF only) Toolkit Location: Under “find/order/materials” select “Ad. Creator” Messaging: Highlights benefits of the program and the multi policy discount. • Table top display for on sites • Resize to place in newsletters • Attach to an email • Desk drop to employees Members Product: Auto Size: 8. 5”x 11” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE (electronic PDF only) Toolkit Location: Under “find/order/materials” select “Ad. Creator” Messaging: Highlights benefits of the program for groups with an auto only product offered. • Table top display for on sites • Resize to place in newsletters • Attach to an email • Desk drop to employees Members Product: Auto & Home Size: 8. 5”x 11” Personalization: Agency Name, Address, Phone, Fax, Email Price: FREE (electronic PDF only) Toolkit Location: Under “find/order/materials” select “Ad. Creator” Messaging: Highlights benefits of the program and emphasizing having the right protection. • Post in highly trafficked locations or in break rooms • Table top display for on sites • Resize to place in newsletters • Attach to an email • Desk drop to employees

Miscellaneous Item PL Number Audience Use Business Reply PL-8044 Members • Leave in break/lunch

Miscellaneous Item PL Number Audience Use Business Reply PL-8044 Members • Leave in break/lunch rooms Product: Auto & Home Size: 5 1/2"x 7 1/4" Personalization: Agency Name, Address Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Folder PL-9006 • Use as raffle entries • Referrals contests Members • Quote requests Product: n/a Size: 9”x 12” Personalization: None available-there are card holders in the inside folds Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Stationary PL-9008 Product: n/a Size: 8. 5”x 11” Personalization: None available Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” • Proposals • Benefit fairs/on sites Members • Send with info on the program • Use for letter to employees or members • Use to send Thank You or follow-up letter

Miscellaneous Item PL Number Audience Use PL-14764 Members • Post in break rooms or

Miscellaneous Item PL Number Audience Use PL-14764 Members • Post in break rooms or other highly trafficked locations Product: Auto & Home Size: 8. 5”x 5. 5” Personalization: Agency Name, Address Price: FREE Toolkit Location: Under “find/order/materials” select “Order brochures and forms” Messaging: Highlights general benefits of the program. Quote Sheets • Table top display for on sites • Resize to place in newsletters • Attach to an email • Desk drop Members Product: Auto & Home Size: 8. 5”x 11” Personalization: None available Price: FREE Toolkit Location: Under “attract prospects”, select “Benefits Plus”, located under “marketing to groups” • As a PDF on the group website • Print out and put in packets for benefit fairs, an onsite or meetings • As a PDF attached to email announcing onsite • Print and bring to onsite to use to collect info for quotes

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