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LEAD ACCEPTING PRODUCER
EDUCATIONAL WEBINAR
February 28, 2017
2| Copyright © 2017 California’s Low Cost Auto Insurance |
TOPICS OF DISCUSSION
WELCOME AND INTRODUCTION
LAP SURVEY BRIEFING
MARKETING AND OUTREACH STRATEGY
LAP LEAD GENERATION MEDIA CAMPAIGN – ONLINE LEAD GENERATION
GROUND CAMPAIGN – ON THE GROUND LEAD GENERATION
OTHER LAP RESOURCES – PRODUCER WEBSITE AND NEWCOLLATERAL
QUALIFYING THE LEADS
Q&A ADJOURN
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INTRODUCTIONS
ELIZABETH CATANESI, SENIOR PROGRAM MANAGER, RHA
JOSH DERS, SENIOR ACCOUNT EXECUTIVE, JP MARKETING
VAL JACOBO, PROGRAM SUPERVISOR, RHA
MONICA LEYVA, PROGRAM SPECIALIST, RHA
JAIME MADRIGAL, PROGRAM SPECIALIST, RHA
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KEY LEAD ACCEPTING PRODUCER (LAP) FALL SURVEY
TAKEAWAYS
WE HEARD YOU
Overall, LAPs are satisfied with CLCA program
More, better quality leads
More community based marketing
New collateral piece tailored for LAPs
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STORY BEHIND LEADS
WHAT’S HAPPENING BEFORE YOU RECEIVE A LEAD?
Marketing Ground Campaign
MARKETING AND OUTREACH
STRATEGY
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CLCA PROGRAM GOALS
MARKETING AND OUTREACH GOALS Increase awareness of CLCA and the number of people reached
through the media campaign; Increase program awareness through increased website total
page views per year; Develop partnerships and provide support to producers to
increase conversion rates and enrollments; Decrease the number of uninsured drivers; and Increase the number enrolled in CLCA annually.
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CAMPAIGN STRATEGY | MULTI-FACETED APPROACH
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MARKETING TARGETS
IDENTIFICATION OF COUNTIES WITH:
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TARGET MARKET ANALYSIS
MARKETING CAMPAIGN
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APPROACH, DESIGN, AND MESSAGING
APPROACH
Maximize reach and frequency
Optimize multi-platform opportunities
Create consistent design and messaging across platforms
DESIGN
Image direction focused on happy, diverse drivers
Crisp clean use of brand and brand colors
Increase visibility of website URL
MESSAGING
Simple, direct headlines
Always include a call to action (call or click)
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MEDIA STRATEGY/METHODS
INCORPORATE MULTI-MEDIA PLATFORMS
Digital Advertising (web ads)
SEM (paid search)
Social Media (Facebook & Twitter)
DMV • Handbook Ad, Poster, Electronic Bulletin Board, Outreach Site, website
ESTABLISH CONSISTENCY WITH SEASONAL SPIKES
OPTIMIZE BUDGET FLUCTUATIONS
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ADVERTISING PRODUCTION & MEDIA
TIER ONE COUNTIES
Digital Media Social Media Pro-bono Radio
Interviews DMV Advertising Program Collateral Remarketing
TIER TWO COUNTIES
Direct Email
Social Media
Pro-bono Radio Interviews
DMV Advertising
Program Collateral
Remarketing
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DIGITAL ADVERTISING
Banner Ads
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DIGITAL ADVERTISING
Native Ads
State Sponsored Ads
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MOBILE ADVERTISING
Mobile Display
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SOCIAL MEDIA – FACEBOOK
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SOCIAL MEDIA – FACEBOOK
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SOCIAL MEDIA – TWITTER
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NEW COLLATERAL
Producer postcardCounter-top rack card
display holder Law enforcement
tear-off sheet for uninsured motorists
GROUND CAMPAIGN
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GROUND CAMPAIGN – BUILDING NETWORK PARTNERS
OUTREACH PHILOSOPHY
INCORPORATES THE USE OF
OVER 500 COMMUNITY
BASED ORGANIZATIONS TO
CONDUCT GRASSROOTS
OUTREACH
Presentations
Events/Workshops
Collaborative participation
Collateral placement
E-mailers
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GROUND CAMPAIGN: OUTREACH AND EDUCATION
EVENTS/WORKSHOPS
Target Audience Eligible Consumers
Event examples • Martin Luther King Serve-a-thon
• Plaza Bonita Mall Event• Earth Walk• Dorsey High School Fair• World Aids Day –
Orange County
Outcome Introduction to CLCA Outreach, Education, Lead Generation
Outreach Specialist, Monica Leyva
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GROUND CAMPAIGN: OUTREACH AND EDUCATION
PRESENTATIONS
Target Audience Organizations serving CLCA eligible consumers
Presentation Examples
• Department of Human Services – Ridgecrest
• Kern County Library• Westminster Police
Department• Fullerton Joint Union High
School District
Outcome Introduction to CLCA, trustbuilding, collateral distribution Outreach Specialist, Jaime Madrigal
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GROUND CAMPAIGN: OUTREACH AND EDUCATION
COMMUNITY COLLABORATIVE PARTICIPATION
Target Audience Collaboratives with reach to CLCA eligible consumers
Collaborative examples • Community Alliances – Cal Optima Health Forum
• Anaheim Human Networking Services
• Inland Empire Health Partnerships• Service Planning Area 6 – south LA• Covered OC (Orange County) • Empowerment Congress• Inland Empire Health Partnerships
Community Collaborative
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GROUND CAMPAIGN: OUTREACH AND EDUCATION
ETHNIC RADIO INTERVIEWS Radio La Ley – Tulare County One-hour interview airing twice
in Fresno, Tulare, Kings and Kern Counties
NEWSLETTER AD PLACEMENTS
Single sheet ads (½ page or ¼ page) in English or Spanish for paper or online newsletters or social network pages.
Educate public and drive traffic to website
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GROUND CAMPAIGN: OUTREACH AND EDUCATION
OTHER PARTNERSHIPS Law enforcement 211 Libraries Clinics and health providers Schools and school districts Family Resource Centers AB 60 educators Housing authorities Immigration advocates Citizenship classes
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GROUND CAMPAIGN: LAP ENGAGEMENT
ENGAGEMENT EFFORTS
Direct support to LAPs by Program Specialists
Collateral support Tips of the Month Job Aids Conduct bi-annual surveys Educational webinars LAP Resource Website Connect and match LAPs to community
collaboratives Co-table with LAPs at events Co-present with LAPs at workshops Direct consumer referrals to LAPs Issue escalation
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PRODUCER RESOURCE WEBSITE
https://clca.rhadb.com/producers/resources
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PRODUCER RESOURCE WEBSITE
LEAD GENERATION PROCESS
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MARKETING AND OUTREACH DRIVE CONSUMERS TO
MYLOWCOSTAUTO.COM
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ELIGIBILITY QUESTIONNAIRE (EQ)
ONLINE ELIGIBILITY QUESTIONNAIRE FEATURES
Available in nine languages Tool tips and question clarifications Help link with CAARP hotline and email Supports all device types, i.e. mobile devices Dynamic programming, allowing users to revisit EQ questions/answers and receive
disqualifying explanation
1 - CONSUMER COMPLETES AN
ELIGIBILITY QUESTIONNAIRE TO
QUALIFY FOR THE PROGRAM AT
WWW.MYLOWCOSTAUTO.COM
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ELIGIBILITY QUESTIONNAIRE
ELIGIBILITY QUESTIONS
Are you a resident of California? Do you have a valid California driver’s license? If you have received a license
under AB60, this is a California driver’s license Is your vehicle worth more than $25,000? Other than driving to and from work us your vehicle used for work of business? Do you plan to have all your cars in the household insured through the CLCA
program? Do you or members of your household own more than 2 vehicles per person? Please select household size – Is your household’s gross annual income less
than $xxx? CLCA requires proof of household income. Can you provide one of the following
documents?
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ELIGIBILITY QUESTIONNAIRE
ELIGIBILITY QUESTIONS
Are you at least 19 years old? Are you a college student but still being claimed as a dependent by your family on their tax
return? Do you have any felonies or misdemeanors on your driving record? Those include any
‘failure to appear’ on your driving record. If you have had a DUI (driving under the influence), DWI (driving without insurance), failure to appear in court or pay a fine, or any other suspension, mark Yes
In the past three years, have you had any automobile accidents in which you were at fault and someone was injured or killed? If you had an accident that was your fault and no on was injured, mark No. If you have had and accident that wasn’t your fault mark No.
In the past three years have you had more than one of the following: a moving violation or an at-vault accident with property damage only? A moving violation includes speeding, not stopping at a stop sign, etc. If you have had ONLY ONE moving violation such as a ticket for speeding, running a red light or stop sign, driving without a license, registration or insurance, an accident with property damage only and no injuries, or other minor driving violation, mark No. If you have had TWO OR MORE of these violations in the last 3 years, mark Yes.
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ELIGIBILITY QUESTIONNAIRE
TOOL TIPS
ONCE CONSUMER COMPLETES THE EQ THEY WILL SEE ONE OF TWO SCREENS
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ELIGIBILITY QUESTIONNAIRE
INELIGIBLE SCREEN
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LEAD GENERATION PROCESS
ELIGIBLE SCREEN – CONSUMER ENTERS ZIP CODE
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LEAD GENERATION PROCESS
2. CONSUMER MAKES A SELECTION
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LEAD GENERATION PROCESS
3. CONSUMER SELECTS AN LAP FROM LIST IN THEIR AREA
LAP listings now include languages supported
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LEAD GENERATION PROCESS
4. CONSUMER ENTERS
CONTACT INFORMATION
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SUMMARY - TAKEAWAYS
AVAILABLE MARKETING FUNDS MAXIMIZED TO REACH CLCA ELIGIBLE POPULATIONS
AND REGULARLY OPTIMIZED TO INCREASE PERFORMANCE AND RESULTS
GROUND CAMPAIGN REACHES COMMUNITY ORGANIZATIONS, SCHOOLS, GOVERNMENT AGENCIES, ETC. DEVELOPING AN OUTREACH NETWORK OF OVER 500 TRUSTED MESSENGER ORGANIZATION IN 2016 ALONE
FIELD TEAM PROVIDES LAP SUPPORT AND NETWORKING OPPORTUNITIES
CONSUMERS PLAY THE MOST CRITICAL ROLE TO GENERATE A GOOD QUALITY LEAD
STAY TUNED FOR LAP SPECIFIC COLLATERAL
WHAT YOU CAN DO – SHARE WITH US… Your recommended organizations for the outreach network
Consumer engagement tactics that work for you
Ideas for job aids or Tips-of-the-Month
Any ideas you may have to enhance the program
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CONTACT INFORMATION
HOW TO SHARE WITH US…
Email: [email protected]
Call one of the outreach team members• Supervisor, Val Jacobo 562-508-6499
• Program Specialist, Monica Leyva 714-276-7050
• Program Specialist, Jaime Madrigal 714-454-8582
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CONTACT INFORMATION
ADMINISTRATIVE OR POLICY QUESTIONS? CONTACT CAARP
Email: [email protected]
Fax: 415-421-4013 –> Fax your renewal license
Call 800-622-0954
Questions & Answers
THANK YOU FOR YOUR
PARTICIPATION TODAY
For Questions, please contact your Program Specialist or email the CLCA Outreach Team