Project Brief

Plan Insurance Brokers is a well established insurance broker based in South London. A general insurance broker, they found themselves with increasing focus, knowledge and expertise in the Commercial Motor Insurance sector. Wishing to reflect this in their brand, Plan Insurance approached Quotall Marketing with a brief to develop their brand proposition through a refresh. The resulting insurance consultancy project was broken down into a number of distinct components:

  • Define and assess: Quotall oversaw a full brand audit and review. This included data gathering (interviews, email and workshops with key stakeholder groups, from directors of the business through to individual customers), identify market share, competitor analysis, CRM review.
  • Strategic brand planning: Develop a holistic brand strategy, brand architecture, messaging development, mission statement, vision and values, identify paths to key stakeholders both internal and external.
  • Develop new brand assets: Management of the creative process with internal and external agencies in order to establish the new brand across all media.


Business planning that re-shaped the Plan brand

Search Engine Optimisation
Insurance SEO for Plan Insurance
Insurance Search Engine Optimisation

Skills Needed

‘Keeping your business motoring’  was devised as the strap line, reflecting the increased emphasis on motor and road – reliant business clients. The brand proposition was significantly simplified through the managed reduction in the use of sub-brands.

Most importantly, website visitors have engaged with the brand more strongly than ever before.

Project Management 100%
Business Planning 95%
Branding 90%

The Results

  • The business was taken through a new strategic business planning process
  • A costed model was developed to assist with annual planning and business performance management
  • A documented business strategy
  • Performed a complete marketing audit for the business
  • Completed a strategic brand review and brand refresh
  • A host of Plan Insurance sub-brands were consolidated under a single, new brand identity
  • Seamless transition to the new brand identity

We’re Here To Help Your Business Grow

Using our insurance marketing expertise, creative ideas, and focus on results