World Insurance
Network Website

Project Overview

World Insurance Network is a true boutique agency with concierge-level service, that delivers hyper-accurate risk assessment and bespoke coverages built for each client.

In such a commoditized market, differentiation is key. This website outlines WIN’s clear competitive advantages, including:

1. Its client-centered, white glove model.

2. Ability to model and write policies for unconventional industries and risk profiles.

3. Access to almost every major carrier.

4. Seamless, cost efficient process.

Project Overview

The Norton Group is a boutique advisory firm which builds out high-revenue insurance practices for wealth managers and investment advisors. This deck accomplishes several key objectives:

1. Wealth managers and RIA’s are in a highly competitive business, they need additional revenue streams to attract and retain both clients and key staff.

2. Insurance offers these revenues, but… it’s also very complicated for them to setup.

3. The Norton Group fills this need by providing “Insurance-in-a-Box” – a turnkey setup which makes money from the start, but without all the time and risk of doing it themselves.

4. Revenue and ROI upsides are clearly communicated through a series of simple, impactful visuals.