Upgrade and Professionalise Flyers
Budget: $30 – $250 AUD
At Succession Matters we are personal insurance specialists, with a point of difference, as we also provide Estate Planning Facilitation and Claims Advocacy services. We are very proud of our successful claims service and in “being there when it matters most” for our clients.
We are looking to 'professionalise' our key client facing documents. In particular the attached:
1. Estate Vision Flowchart - which illustrates the order of what occurs and the key entities that are relevant when someone passes away.
2. Total Claims Paid - which illustrates the successful claims that we have facilitated for clients over the past 5 years. We are happy with pages 2-4 and note that we would continue to update this via excel as claims are paid. We would like to consider more professional looking options for how to present the information on page 1. Note we would like to remove the reference to 'Total Percentage of claims paid by gender' entirely from this document.
These documents help us to communicate important concepts to clients, and lead to greater engagement. While the content is important and valuable, we think that the first impression that a client receives when first viewing these documents is underwhelming - (it clearly looks as though it has been completed on Microsoft Word or Excel).
Our clients are typically professionals and high net worth individuals who are used to seeing more professional documents - and hence we are hoping for some help or ideas to make the visuals look more classy than they currently do. Ideally, there would be some synergy between the flyers and the Succession Matters branding - which can be seen on our website
Estate planning service: https://successionmatters.com.au/services/estate-service/
Insurance service: https://successionmatters.com.au/services/insurance-service/
Claims service: https://successionmatters.com.au/services/claims-service/
We are looking to 'professionalise' our key client facing documents. In particular the attached:
1. Estate Vision Flowchart - which illustrates the order of what occurs and the key entities that are relevant when someone passes away.
2. Total Claims Paid - which illustrates the successful claims that we have facilitated for clients over the past 5 years. We are happy with pages 2-4 and note that we would continue to update this via excel as claims are paid. We would like to consider more professional looking options for how to present the information on page 1. Note we would like to remove the reference to 'Total Percentage of claims paid by gender' entirely from this document.
These documents help us to communicate important concepts to clients, and lead to greater engagement. While the content is important and valuable, we think that the first impression that a client receives when first viewing these documents is underwhelming - (it clearly looks as though it has been completed on Microsoft Word or Excel).
Our clients are typically professionals and high net worth individuals who are used to seeing more professional documents - and hence we are hoping for some help or ideas to make the visuals look more classy than they currently do. Ideally, there would be some synergy between the flyers and the Succession Matters branding - which can be seen on our website
Estate planning service: https://successionmatters.com.au/services/estate-service/
Insurance service: https://successionmatters.com.au/services/insurance-service/
Claims service: https://successionmatters.com.au/services/claims-service/