Prepare your Consumer Insurance campaigns

Driving email outreach to members

Planned email messages help build awareness and begin the conversation concerning TruStage insurance products. To complement that outreach, we encourage you to use the email templates and marketing assets we provide.

Thinking about email segmentation? Consider these groupings:

• Age
• Account tenure
• Account balance
• Type of account
• New members, indirect members or auto loan closings

When it comes to timing, think about:

• Coordination around a direct mail drop
• Other marketing events and themes, including birthdays
• Ongoing engagement emails
• A full credit union marketing calendar, to plan cadence
• Number of emails sent and number of unsubscribes

Review full lists of considerations for segmentation and timing in the campaign guide.

Your marketing team can use downloadable, TruStage-precompiled email templates to promote Accidental Death & Dismemberment, Auto and Life, and other insurance offerings. Digital resources allow you to plan and deploy messaging to your consumers that builds awareness and begins the conversation to better fulfill their needs.

Call center and branch communication

Keeping your teams informed of Consumer Insurance product offerings and marketing campaigns helps create a more seamless consumer journey — allowing each sales team member to more effectively assist on the path from prospect to converted policyholder.

• Share internal updates explaining your email marketing initiatives.
• Keep the call center phone number handy and easily accessible for all team members.
• Provide access to the Consumer Insurance Resource Center.

Use your credit union's website

Help simplify the experience for your members by providing access to information on Consumer Insurance directly on your website, in key locations. Access ready-to-use banners, copy and links on the Consumer Insurance Media Center.

Suggested campaign timeline

You can use TruStage-developed marketing materials at any time, but here's a simple schedule that can help you make the most of key moments throughout the year.

Campaign how-tos, at a glance

Creating effective marketing doesn't have to be complicated. These very basic steps give your team a streamlined way to choose, launch and measure campaigns that help protect more members and support your credit union's goals.

1. Plan

• Choose the marketing materials you'd like to use, and review the campaign tips sheet for best practices.

2. Gather

• Download your no-cost materials. (Pro tip: Using at least two items typically works best.)

3. Go live

• Make sure your digital assets are live, send your marketing emails and share any printed materials with your members.

4. Track results

• Check your progress in the CU Navigator reporting tool to see how your campaign is performing over time.

5. Maximize your Consumer Insurance program

• Take a look at the Consumer Insurance Resource Center to explore downloadable assets, tips, training materials and more.
• Access more information and plans in the Prepare your Consumer Insurance campaigns guide. Find details on the TruStage resources available to your credit union and how to make them most accessible to your members.