PresentationCompany Partner Meeting

October 17, 2018

Agenda:• Overview• Agency Success Stories• Advantage Product Improvements • SEO Program Update• All New: State Portals• Elevate 2019 Conference• Q/A

TrustedChoice.com Attendees:• Chip Bacciocco – CEO• Vinnie Savarese – SVP Carrier Relations• Marc Burdell – VP – State Partnerships

The Nation’s OnlyOnline Marketing Platform for All Independent Agents

and IA Companies

Never Compete Without An Advantage

Join the Nation’s Largest Digital Marketing Platform for Independent Insurance Agents

WE WERE FOUNDED BY THE INDUSTRY

Oppty. Matching & Routing Engine

Carrier Appetite Agency Expertise

Smart Content Next Gen IA CX

All U.S. Insurance Buyers – 100M Families, 4M BusinessesCompany ABCConsumers Company EFG

TrustedChoice.com National IA Marketing Platform

6

TC.com Marketing Platform

All 27,000Trusted Choice Independent

Insurance Agent& Broker Locations

in 50 states

300+IA Insurance Companies

Company XYZ

EMC, Selective, Travelers, Motorists, Safeco, Westfield, MetLife, Nationwide, Hanover, Mercury, Central, State Auto, CNA, etc.

Personal Lines

Millions of Shoppers

Commercial Lines

Advantage Participants:currently 3,000+ agencies

in 50 states

Advantage Participants:over 60 carriers

in 50 states

…the right risk to the right agentat the right time.

…and to the right market with the right coverage at the right price.

We Connect…

NEW PARTNERS 2018

New Carrier Participation

New Carrier Expansions

New Niche Markets and Wholesalers

CRUSHING IT

0 0 0 0

3,906,692

2013 2014 2015 2016 2017 2018

TrustedChoice.com Traffic Growth

5,300,000

4,200,000

3,000,000

1,800,000

0

100,000

200,000

300,000

400,000

500,000

600,000

1/1/

2018

2/1/

2018

3/1/

2018

4/1/

2018

5/1/

2018

6/1/

2018

7/1/

2018

8/1/

2018

9/1/

2018

Traffic Growth This Year

We will deliver over 200,000 referrals and

exclusive leads in 2018

75% of our Traffic is Organic Traffic

This is our HUGE advantage!

September 2018:10,900,000 Google Impressions

That would cost $1.8M in Paid Ads

Total Referrals Breakdown Since 2013 – CL & PL

Personal 54%

Commercial 46%

SUCCESS STORIESLet’s go to the video!

TrustedChoice.com –Improvements Update

Agency gets this email when a

referral is delivered.

Consumer gets this

email when a referral is delivered.

Agency email notification with

recording.

Market Finder Link

Bottom of Agency email….

now with Market Finder

Need help placing this business? Use the button below to connect with companies that have an appetite for this business.

FIND A MARKET NOW

Advantage Subscription Profile Update

Advantage Subscriptions

Major Additions to TrustedChoice.com Advantage Profiles. – No More One Size

Fits All

With No Increase in

Price!

AND!!We are added Two

New Upgrade Products!

New: Personalized

URLS

New: Star Ratings

New: Leave a Review

New: Expanded

Social Media Integration

New: improved

video upload

New: Specialist badging

New: improved company

listings

New: improved

staff listings

New: Consumer

Review Details

Expanded 60-mile Search Radius

Advantage Pro comes

with Claim-it

State-Wide.

New: Ratings & Reviews

Look at how Google imported the star rating into its own

search results!

Before

1 week later

CLAIM IT

I need a ride!

I’ll drive you!

How Uber Works

I need insurance for my

barbershop!

I can help you!

How Claim-It Works

New: Claim-It Claim-It 3,000+ Additional

Exclusive Inbound Sales Opportunities each month!

MARKET FINDER

Find a Market Now >

New: Market Finder

Referrals and leads contain this call to

action…

Market Finder Link

New: Market-Finder

SEO PROGRAM UPDATE

The New State SEO Partnership Program for 2019-Improved! Enhanced SEO Optimized State/Community-Specific Geo Content Pages

-Improved! Expanded LOB, Industry Class & PPC SEO Targeting in Participating States

-Continued. Member-Plus Agency Profiles for All Members in Participating States

-New! Silver/Gold/Platinum Partnership Levels

-New! State-Assoc. Branded Consumer Web Portals!!

-New! State Discount Codes for Advantage Subscriptions

-New! State Admin Dashboards for Real-Time SEO Reporting

-New! Reserve Agency Nation Speakers for State Events

-New! Agency Nation logins/special participation for State Staff

-New! Revenue Sharing for Partner States!

You read that right!

You read that right

too!

The New State SEO Partnership Program for 2019-Improved! Enhanced SEO Optimized State/Community-Specific Geo Content Pages

-Improved! Expanded LOB, Industry Class & PPC SEO Targeting in Participating States

-Continued. Member-Plus Agency Profiles for All Members in Participating States

-New! Silver/Gold/Platinum Partnership Levels

-New! State-Assoc. Branded Consumer Web Portals!!

-New! State Discount Codes for Advantage Subscriptions

-New! State Admin Dashboards for Real-Time SEO Reporting

-New! Reserve Agency Nation Speakers for State Events

-New! Agency Nation logins/special participation for State Staff

-New! Revenue Sharing for Partner States!

You read that right!

You read that right

too!

The Big Add for 2018/2019

State Portals

Non-member agents in the state now have a great

reason to join and an easy call-to-action.

State Portal promotes the state’s carrier

partners. A great way to add value to these

important relationships.

Search Results of agents being

recommended to consumers show

only IIABSC members.

Recommended insurers include

State Carrier Partners

Recommended Markets include

State Carrier Partners

Members are reminded that the state association’s

consumer web portal generated these referrals.

New Real-Time State SEO Dashboard Reports

Members are reminded that the state association’s

consumer web portal generated these referrals.

Members are reminded that the state association’s

consumer web portal generated these referrals.

New State SEO Dashboard shows real-time reports regarding traffic,

impressions, referrals and

member subscription info on

TC.com and the state portal.

ELEVATE 2019 CONFERENCE

NEW ORLEANSMarch 24-26 2019

Elevate 2019

Sponsorship & Exhibitor Opportunities

MARCH 24-26, 2019 / NEW ORLEANS / NEW ORLEANS MARRIOTT

SM

The hottest unconference in the industryAgency Nation Elevate is the unconference digital marketing event for the independent insurance crowd. Our mission is to bring together awesome people to make awesome things happen for everyone in the IA channel—from agents and brokers, to insurance companies and vendors.

Hands down the BEST conference I have EVER been to. I was BLOWN away by what people in our industry are doing and I cant wait to be there next year!

800

EXPECTED ATTENDEES

80%AGENTS & OWNERS

73NET

PROMOTOR SCORE

81%RETURN RATE

I’d like to thank you for giving agents the opportunity to learn from other agents, and be a part of a culture where agents are friends not competitors!

This is quickly going to become the only insurance conference agents need to attend. One stop shop for knowledge, friends, energy and so much more.

Integrated Exhibitor HallThe exhibitor hall is located within the meal and break room, putting your company in the middle of all the action. And it all starts with a Sunday night welcome party that takes place amidst your displays.

Where you’re a participant, not just a vendorElevate 19 is everything you’ve come to expect plus a revamped program that provides increased visibility, networking time and flexibility.

More Networking TimeYou’ll be able to capitalize on your increased visibility with longer breakfast and lunch breaks that give attendees more time to visit. Plus with evening events ending at a respectable hour, you can use the time to create your own post-party networking opportunities.

Contribute to the ConversationElevate is all about community and so we’ve created a program that combines points of view from every side of the IA channel. We’d love to talk to you about ways for your company to share their perspective in a meaningful way.

Flexible PackagesWe’ve created new sponsorship packages that provide more value and flexibility, allowing you to find one that fits your needs. Or, let us help you build a custom package that is exactly right for your brand.

Sunday, March 24TBD Exhibitor Load In & Registration

6:00 pm – 8:00 pm Welcome Party & Exhibitor Meet & GreetLocated inside the exhibitor hall, the welcome party provides two solid hours of attendee exposure and traffic. And when the party winds down you still have time to create your own post-party networking opportunities.

Monday, March 256:30 am – 8:00 am Breakfast

8:00 am – 11:30 amSessions with 15-min breaks

11:30 am – 1:00 pm Lunch & Networking

1:00 pm – 5:00 pm Sessions with 15-min breaks

6:00 pm – 9:00 pm Block PartyDay one closes with a New Orleans-style block party located right outside the hotel. Come on down to mingle with the people you’ve met and take advantage of the early closing time for your own after-party networking.

Tuesday, March 266:30 am – 8:00 am Breakfast

8:00 am – 11:30 amSessions with 15-min breaks

11:30 am – 1:00 pmLunch & Networking

1:00 pm – 4:00 pm Sessions with 15-min breaks

4:00 pm – 4:15 pm Closing Remarks

TBD Exhibitor Load Out

Elevate 19 agenda

* Subject to change

DiamondExclusive co-host with TrustedChoice.com

All-access tickets (includes all meals and events) 4

Attendee list (with email addresses)

Exhibitor booth (8’ table , WiFi included) Double space, tier 1 placement

Main stage speaking opportunity 1

Logo on all attendee lanyards Exclusive co-brand with TC.com

Logo on swag bag Exclusive co-brand with TC.com

Logo on attendee shirt Tier 1 placement

Logo on post-conference video and in pre- and post-event emails Exclusive co-brand with TC.com

Logo on website home page Tier 1 placement

Logo & description on website sponsor page Tier 1 placement

Logo & description on website exhibitor page Tier 1 placement

Logo on signs and in printed program Tier 1 placement

Ad in program Choice of back cover or spread

Item in swag bag 1

Sponsor ribbon for representatives

Pre-conference Agency Nation podcast episode

Agency Nation featured content

Additional ala carte promo item(s) of your choice Up to $10k total value

$45k

Discounted all-access tickets (additional cost each) $725 each, max 2

Optional Add-Ins

Included

Platinum3 available

$25k

All-access tickets (includes all meals and events) 3

Attendee list (with email addresses)

Exhibitor booth (8’ table , WiFi included) Tier 2 placement

Main stage speaking opportunity 1

Logo on attendee shirt Tier 2 placement

Logo on website home page Tier 2 placement

Logo & description on website sponsor page Tier 2 placement

Logo & description on website exhibitor page Tier 2 placement

Logo on signs and in printed program Tier 2 placement

Ad in program Full page

Item in swag bag 1

Sponsor ribbon for representatives

Pre-conference Agency Nation podcast episode

Agency Nation featured content

Additional ala carte promo item(s) of your choice Up to $5k total value

Discounted all-access tickets (additional cost each) $725 each, max 2

Optional Add-Ins

Included

All-access tickets (includes all meals and events) 2

Attendee list (with email addresses)

Exhibitor booth (8’ table , WiFi included) Tier 3 placement

Logo & description on website sponsor page Tier 3 placement

Logo & description on website exhibitor page Tier 3 placement

Logo on signs and in printed program Tier 3 placement

Ad in program Half page

Item in swag bag 1

Sponsor ribbon for representatives

Pre-conference Agency Nation podcast episode

Agency Nation featured content

Gold15 available

$10k

* Subject to approval

Discounted all-access ticket (additional cost) $725, max 1

Breakout session speaking opportunity* (additional cost) $2,500

Optional Add-Ins

Included

All-access tickets (includes all meals and events) 2

Attendee list (with email addresses)

Exhibitor booth (8’ table , WiFi included)

Logo & description on website exhibitor page Tier 4 placement

Logo on exhibitor signs

Listing on exhibitor map in program

Exhibitor ribbon for representatives

Exhibitor 14 available

$3.9k

* Subject to approval

Discounted all-access ticket (additional cost) $725, max 1

Breakout session speaking opportunity* (additional cost) $2,500

Optional Add-Ins

Included

Supporting Sponsor $2k

* Subject to approval

All-access ticket (includes all meals and events) 1

Attendee list (email addresses redacted)

Logo & description on website sponsor page Tier 4 placement

Logo on signs and in printed program Tier 4 placement

Sponsor ribbon for representatives

Discounted all-access ticket (additional cost) $725, max 1

Breakout session speaking opportunity* (additional cost) $2,500

Optional Add-Ins

Included

Ala Carte Sponsorships

Welcome ReceptionThe Welcome Reception kicks off Elevate 2019 with hors d’oeuvres and cocktails in the exhibit hall! Sponsorship includes logo on reception signage, in the printed program and in the electronic agenda. Your company will also receive verbal acknowledgement during the reception. Your company may provide a small giveaway and/or company literature on cocktail tables. Also includes logo and description on website & program plus the option to purchase up to 4 discounted tickets ($725 each).

$10k

Monday KeynoteConnect your brand with the marquis speaker of the Monday program. Your company logo will be displayed on signage, on screen in general session, in the printed program and in the electronic agenda. Your company will also receive verbal acknowledgement from stage. Includes logo and description on website & program plus the option to purchase up to 4 discounted tickets ($725 each).

$10k

Block PartyMonday night closes out with a New Orleans-style block party in the street just outside of the hotel. Sponsorship includes logo on reception signage, in the printed program and in the electronic agenda. Your company will also receive verbal acknowledgement during the party. Your company may provide a small giveaway and/or company literature on cocktail tables. Also includes logo and description on website & program plus the option to purchase up to 4 discounted tickets ($725 each).

$10k

Headshot BoothEveryone loves a professional headshot. As the exclusive headshot sponsor at Elevate, your logo will appear at the headshot station and will provide you a unique opportunity for attendee follow-up. Also includes logo and description on website & program plus the option to purchase up to 4 discounted tickets ($725 each).

$10k

Tuesday KeynoteConnect your brand with the marquis speaker of the Monday program. Your company logo will be displayed on signage, on screen in general session, in the printed program and in the electronic agenda. Your company will also receive verbal acknowledgement from stage. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$7.5k

Live MusicAs the exclusive live music sponsor your company will help keep the energy flowing during session breaks and the welcome reception. Sponsorship includes logo on sign as well as a verbal acknowledgement on both days during session break. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$5k

Monday SeatdropThis high-visibility marketing opportunity gets your provided material into the seat of every attendee during the morning’s general session. You provide the item, we handle the drop. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$5k

Tuesday SeatdropThis high-visibility marketing opportunity gets your provided material into the seat of every attendee during the morning’s general session. You provide the item, we handle the drop. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$5k

BreakfastBreakfast sponsorship gives your company two days of exposure during most important meal of the day! Your logo will appear on signage and in the program. Sponsor may provide a small giveaway and/or company literature on the tables. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$5k

WiFiAs the exclusive WiFi sponsor your company’s name will be the event’s WiFi password and includes a daily thank you push notification to attendees on the mobile app. Also includes logo and description on website & program plus the option to purchase up to 3 discounted tickets ($725 each).

$5k

Breakout Session Speaking Opportunity (add-on item)Be part of the conversation with a speaking opportunity during one of Elevate’s many breakout sessions. This opportunity is available as an add-on to any other sponsorship or exhibitor package and is subject to approval.

$2.5k

Ala Carte Sponsorships

Monday Break StationsGet your brand at the center of every break by being a break station sponsor. Includes your logo on signs at each break station.Also includes logo and description on website & program plus the option to purchase up to 2 discounted tickets ($725 each).

$2.5k

Charging StationCapture attendee’s undivided attention as they power up their laptops, cell phones and other wireless devices at the chargingstation, wrapped with your provided logo or message. Also includes logo and description on website & program plus the option to purchase up to 2 discounted tickets ($725 each).

$2.5k

Tuesday Break StationsGet your brand at the center of every break by being a break station sponsor. Includes your logo on signs at each break station.Also includes logo and description on website & program plus the option to purchase up to 2 discounted tickets ($725 each).

$2.5k

App Push NotificationsNotify attendees of special offers or invite them to visit your booth with a push notification through the conference app or email. Also includes logo and description on website & program plus 1 the option to purchase a discounted ticket for $725.

$500 per message

Program AdMaximize your visibility to attendees with a four-color ad in the Elevate 2019 program booklet, given to all attendees (circulation approximately 800). Also includes logo and description on website & program plus 1 the option to purchase a discounted ticketfor $725.

$1k full page$750 half page$500 quarter page

Ala Carte Sponsorships

Exhibit in the heart of the eventEvery 8x30 exhibitor table is nestled among the buffet and break stations throughout the event — giving you maximum exposure.

Table selection is first come, first served in sponsorship package priority order.

Tier 1 only

Tier 1 & 2

Tier 1, 2 & 3

All Tiers

Interested? Then let’s get you to Elevate!To secure your spot or to talk about a custom sponsorship opportunity, contact:

Vincent Savaresevinnie@elevateconfernece.com (860) 673-1310

MARCH 24-26, 2019 / NEW ORLEANS / NEW ORLEANS MARRIOTT

09/14/2018

Next Company Partner meeting:

New Orleans Tuesday March 26

Q & A

THANK YOU!!