1. Benefits Plus® Auto and Home Insurance Program
CREDIT UNION COMMUNICATIONS CATALOG

2. Agenda Accessing marketing material Brochures Inserts eCards Posters
AdCreator
Miscellaneous

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

4. Accessing Benefits Plus Marketing Materials
Click “Order brochures and forms” to customize and order printed material
Click “eCards” to choose one of many templates
Click “AdCreator” to create ads, flyers and eBrochures for Benefits Plus

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

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

7. Inserts Inserts PL Number Audience Use PL-13496 Product: Auto & Home
Size: 8.5”x3.75”
Personalization: Agency Name, Address, Phone, Fax,
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Messaging: Highlights the overall benefits of the program
Members
Teller handout
Statement insert
New member packets
Loan packets
PL-13500
Personalization: Agency Name, Address, Phone, Fax,
Messaging: Focus is on the auto product
PL-13501
Messaging: Focus is on the home product

8. Inserts Inserts PL Number Audience Use PL-14430 Product: Auto
Size: 8.5”x3.75”
Personalization: Agency Name, Address, Phone, Fax,
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Messaging: Auto only messaging, no other products are mentioned
Members
Teller handout
Statement insert
New member packets
Loan packets
PL-8786
Product: Auto & Home
Personalization: Agency Name, Address, Phone, Fax,
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
Messaging: Highlights our claims service and lists all products

9. Inserts Inserts PL Number Audience Use PL-10447
Product: All with identity theft callout
Size: 8.5”x3.75”
Personalization: Agency Name, Address, Phone, Fax,
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Messaging: Highlights the identity theft coverage
Members
Teller handout
Statement insert
New member packets
Loan packets
PL-12140
Product: Auto & Home
Personalization: Agency Name, Address, Phone, Fax,
Messaging: Highlights the overall benefits of the program

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

11. Posters Posters PL Number Audience Use PL-13504 Product: Auto & Home
Size: 11”x17”
Personalization: Agency Name, Address, Phone, Fax,
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Messaging: Promotes auto and home and program savings
Members
Hang in branches
Create table top display for on sites or visibility days
PL-14432
Product: Auto
Personalization: Agency Name, Address, Phone, Fax,
Messaging: Promotes auto product and program savings

12. AdCreator Campaigns Specifications Audience Use Product: Auto & Home
Size: 8.5”x11”
Personalization: Agency Name, Address, Phone, Fax,
Price: FREE (electronic PDF only)
Toolkit Location: Under “find/order/materials” select “AdCreator”
Messaging: Highlights benefits of the program and the multi policy discount
Members
Post in highly trafficked locations or in break rooms
Table top display for on sites
Resize to place in newsletters
Attach to an
Desk drop to employees
Product: Auto
Personalization: Agency Name, Address, Phone, Fax,
Messaging: Highlights benefits of the program for groups with an auto only product offered.
Messaging: Highlights benefits of the program and emphasizing having the right protection.

13. Miscellaneous Item PL Number Audience Use Business Reply Folder
Product: Auto & Home
Size: 5 1/2"x7 1/4"
Personalization: Agency Name, Address
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Members
Leave in break/lunch rooms
Use as raffle entries
Referrals contests
Folder
PL-9006
Product: n/a
Size: 9”x12”
Personalization: None available-there are card holders in the inside folds
Proposals
Quote requests
Benefit fairs/on sites
Stationary
PL-9008
Size: 8.5”x11”
Personalization: None available
Send with info on the program
Use for letter to employees or members
Use to send Thank You or follow-up letter

14. Miscellaneous Item PL Number Audience Use Postcard Quote Sheets
Product: Auto & Home
Size: 8.5”x5.5”
Personalization: Agency Name, Address
Price: FREE
Toolkit Location: Under “find/order/materials” select “Order brochures and forms”
Messaging: Highlights general benefits of the program.
Members
Post in break rooms or other highly trafficked locations
Table top display for on sites
Resize to place in newsletters
Attach to an
Desk drop
Quote Sheets
Size: 8.5”x11”
Personalization: None available
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 announcing onsite
Print and bring to onsite to use to collect info for quotes