Testimonials

Fitzpatrick Website SS

Dear AGD –

We just wanted you to know how pleased we are with the performance of our website.  When we were searching for a company to create a website that was more professional looking and easier to navigate, we looked at local web designers, but we also looked at IIAG.  We knew Stacie King from seminars she conducted at the Big I conference about social media so we knew that she was internet “savvy”.

We chose IIAG because you know insurance.  We knew the website would reflect the core values of Trusted Choice, look professional and help potential customers find us easily.   What we got was much more.  You didn’t just create a website and leave it with us.  If there is ever an issue with performance, you are a phone call away and the problem is fixed quickly.   When we want to make changes, you always have suggestions that we never even considered or knew were available.  Our website continues to evolve and we appreciate your hard work.

Thom Fitzpatrick,

Fitzpatrick Insurance

www.fitzpatrickins.com
Hamby Website SS

To the team at Agents Go Digital:

I want to thank the “Big I” Agents Go Digital team, including Stacie King, for all their expertise and efforts associated with the launching of our new website.   With their professional guidance, industry insight, and flexible service options available, our website now expands our informational purpose focus to include additional specialty program highlights, agent blogs and social media links, and  allows for future expansion.

The overall experience of working with such a knowledgeable team was exceptional, the launch of our new website was seamless, and thanks to our new AGD website, we have captured an increase in views and contacts.  We look forward to a continued relationship and utilization of additional products and services provided through the “Big I.”

Robert R. Hamby, President

Hamby & Aloisio, Inc.

www.hains.com

CWSmith

AGD Staff,

I just wanted you to know how happy we are with our website. Several years ago the subject of a website or the lack of one came up.

I called Christy Minardi at the IIAG and she walked me through the process of setting it up. She was great to work with.   We chose IIAG because you are in the business of insurance, you know what we wanted and needed. Along the way we were able to make any changes that we so desired. It was that easy. We have enjoyed working with the IIAG during the process of building and maintaining our site. We feel that our website is professional and easy to maneuver through.    Thanks for all of your help and support.

David W. McKoy,  Owner/Agent

C.W. SmithInsurance Agency

http://www.cwsmithinsurance.com

Marketing Reimbursement

Marketing Reimbursement Program 2015 Trusted Choice®

Guidelines

The following seven bullet points give an overview of the program. For additional details, links, scripts
and/or notes for each of these points, refer the Additional Details and Notes section on page 3.
1) What is the Marketing Reimbursement Program?
In order to deliver the brand experience to your customers consistent with Trusted Choice, Trusted
Choice will reimburse a portion of expenses, up to $1,600, incurred in 2015 by Trusted Choice
agencies in co-branding advertising and marketing materials; and in creating or updating a digital
presence to include the Trusted Choice logo, link to the Trusted Choice website and Pledge of
Performance. This is not meant to replace your agency’s brand, but to complement it by including the
Trusted Choice branding in your marketing efforts. Reimbursement will only be made for
use of the Trusted Choice logo (not the IIABA association logo, which looks very similar). All
reimbursements made will be according to the tiered schedule on page 5.

There are four guiding principles of the Marketing Reimbursement Plan:
– Allows for any activity involving the Trusted Choice logo in external messaging with
consumer impact
– The application must provide reasonable documentation that an expense was incurred and
paid
– The nature of the expense is reasonably correlated to the external messaging and
promotes the Trusted Choice brand to consumers.
– The MRP will not reimburse ongoing expenses like website hosting/maintenance,
directory listings, subscriptions to marketing services, expenses for yellow pages
ads, or other phone book type advertising.
2) Am I eligible?
The MRP is open only to agencies in good standing with Trusted Choice. Agencies that have multiple
locations can apply for each location separately, however, materials submitted for reimbursement to
be paid or credited to an agency’s branch location must be shown to pertain to the branch location
being credited with the expense. Items that pertain to multiple locations can be submitted on one
application, with agency locations to be credited noted under “Additional comments.”
There are limited funds available; therefore, Trusted Choice will offer reimbursements on a first-come
first-served basis until funds allocated to the MRP are exhausted. Provided funds are still available,
you have through February 2016 to submit materials invoiced in 2015.
3) How do I apply?
First, please review these guidelines. If you are unsure about an item or use of the logo, or want to
get pre-approval of an item or proof prior to printing, email us at Trusted.Choice@iiaba.net. Then, fill
out the application. Mail or email your application along with the required supporting materials.
4) Which logo is reimbursable and where do I get it?
Only the Trusted Choice logo is eligible – the words “Trusted Choice” in the middle of the eagle
swoosh:
You can choose either the stacked or horizontal version. Use of one of the three versions with the
“Independent Insurance Agent” tagline is optional. Be sure to follow all the logo guidelines. Logo files
can be downloaded from www.trustedchoice.com/logo. A link to the branding guidelines is located
here: http://bit.ly/1vFfsxH
Note: The IIABA Association Logo is VERY similar (it also has an eagle swoosh and the
same two colors), so be sure you are using the Trusted Choice logo.
5) Can I get MRP dollars for co-branding my website or mobile app?
The MRP will reimburse Trusted Choice agencies 50% of the invoice amount up to $100 in total
reimbursement for expenses incurred, and invoiced, in 2015 for including Trusted Choice on your
agency website, mobile/smartphone app, or promotional items.
To be eligible to receive reimbursement for your agency’s website it must incorporate the following
three items:
The Trusted Choice logo: the logo can be used on any or all pages of the website.
Hyperlink to Trusted Choice: your agency website can link to any page on the Trusted
Choice website; however, we have created a landing page specifically for this purpose.
https://www.trustedchoice.com/about-us/pledge-of-performance/ can be used to accomplish
this requirement and this page does not include access to the agency locator.
The Pledge of Performance: the Pledge of Performance is our promise to consumers. To
be eligible for reimbursement your site must contain the Pledge of Performance, a dedicated
page for the Pledge, or a link to the Pledge on the Trusted Choice website.
To be eligible to receive reimbursement for your agency’s mobile app, it must include the Trusted
Choice logo.
6) Can I get MRP dollars for co-branding promotional items?

The MRP will reimburse Trusted Choice agencies 50% of the invoice amount of co-branded
promotional items incurred, and invoiced, in 2015 to a maximum of $100 total reimbursement.

7) How do I use the FREE consumer content stream (RSS feed) on my website?

Although not a requirement for the MRP, you can also include an optional syndicated content feed for
your website. Trusted Choice will automatically refresh content on your website if you choose to
incorporate this feed. The articles contain topical insurance content that is seasonally appropriate and
completely vetted for accuracy and readability. Once it is incorporated, there is nothing else you need
to do.

To include this refreshed content, provide the following link to the feed to your webmaster or website
vendor.

http://www.trustedchoice.com/content.rss.xml

Questions? For clarification, to request approval for additional items to be considered
for reimbursement, or to send an advanced proof, please contact Trusted Choice at
Trusted.Choice@iiaba.net or 1-800-221-7917.

Additional Details and Notes

The following information corresponds to the seven steps on pages 1 and 2, providing
additional information and tips.

More about #1) Additional notes about the Marketing Reimbursement Program
The MRP was created with the goal of helping agencies co-brand with Trusted Choice. You may use
the MRP for advertising and/or marketing materials including digital advertising.
Even if your agency already has stationery and business cards with the Trusted Choice logo and your
website has the logo, the Pledge of Performance and the link for the Trusted Choice website, your
agency can still participate as you produce other promotional items or advertising with the Trusted
Choice logo.

More about #2) Eligibility

In addition to the requirements in bullet point 2, you may want to know how to find out if your agency
has used your maximum allotment – or if your branches have applied. Contact Trusted Choice at
Trusted.Choice@iiaba.net or 1-800-221-7917.

More about #3) Applying for MRP

In order to be considered for reimbursement, a Trusted Choice Agency must submit to Trusted Choice
the completed reimbursement request form located on page 6 of this document (or at
www.trustedchoice.com/mrp), the approved design proof/sample/picture of the materials to be
reimbursed/website URL, and an invoice or receipt showing proof of payment.
Trusted Choice reserves the right to deny any request for reimbursement that uses the
Trusted Choice logo in a manner that is not consistent with the Trusted Choice Brand Style
Guide or the guidelines of the MRP. Only the Trusted Choice logo is eligible for
reimbursement from the MRP.

Applications are considered in the order they are received. Allow a minimum of 8 to 10 weeks for
processing, but be aware that it may take longer depending on volume of applications received at any
given time.

More about #4) The correct logo – the Trusted Choice logo
Only the Trusted Choice logo is eligible – the words “Trusted Choice” in the middle of the eagle
swoosh. As with all uses of the Trusted Choice logo, materials produced under the MRP must use the
Trusted Choice logo in a manner that is consistent with the guidelines set forth in the Trusted Choice
Brand Style Guide (http://bit.ly/1vFfsxH).

As described in the Branding Style Guide, the only permissible colors of the logo are: all black, all
Trusted Choice blue, black and Trusted Choice blue, all silver or all white (on a dark background).
The logo can be downloaded from www.trustedchoice.com/logo. Most vendors will request the .EPS
version of the logo as it is a higher resolution and is easier for them to set up for your order. Please
keep in mind that you will most likely not be able to open the .EPS files on your computer as it
requires special software to do so; however vendors experienced in these services should have the
needed software. You will need your username and password to gain access to the portion of the
Trusted Choice website where the logo and logo rules are maintained if you want to download them
for your vendor. We advise you to provide your vendor with the logo as well as the Trusted Choice
Signature Guide to ensure that the logo is used correctly so that you can be reimbursed. If you do not
have your username and password please email Trusted.Choice@iiaba.net with “Need Password” in
the subject line so we can reply to your request.

More about #5) Logos and scripts for your web master when co-branding your website
Hyperlink to Trusted Choice: your agency website can link to any page on the Trusted
Choice website; however, we have created a landing page specifically for this purpose.
https://www.trustedchoice.com/about-us/pledge-of-performance/ can be used to accomplish
this requirement and this page does not include access to the agency locator.

Website logos:
Below you will find an example block to provide to your webmaster or web vendor to copy and paste
into your website. This incorporates all three requirements listed above.

To use the horizontal version of the logo:
<a href=”http://www.trustedchoice.com/pledgeofperformance.htm” ><img
src=”http://www.trustedchoice.com/media/scaled.gif” style=”border: 0″ alt=”Proud to be a Trusted
Choice® Agency” /></a>

To use the stacked version of the logo:

<a href=”http://www.trustedchoice.com/pledgeofperformance.htm” ><img
src=”http://www.trustedchoice.com/media/scaled2.gif” style=”border: 0″ alt=”Proud to be a
Trusted Choice® Agency” /></a>

More about #6) Working with vendors to co-brand promotional items
We recommend that you send Trusted Choice® a design proof prior to any work being done to ensure
that the logo is used correctly. We reserve the right to deny reimbursement if the Trusted
Choice logo is not used according to the Trusted Choice Signature Guide

More about #7) RSS feed – what’s the current month’s content?
The feed pushes articles that are listed at:

http://www.trustedchoice.com/content.rss.xml

To see a member website containing RSS feed, go to: http://afsinsurance.com/articles.php
Tiered Reimbursement Schedule

In addition to the Tier 1 reimbursement provided by the MRP in previous years, in the 2015
MRP there will be additional options for your agency to be reimbursed as described below:

Tier 1:
The MRP will reimburse 50% of your total spent on allowable expenses to a maximum of $100
reimbursement. This includes website, promotional items, advertising, collateral items, etc.

Tier 2:
In addition to the $100 as part of Tier 1, you are eligible for an additional $750 reimbursement if your
agency uses the Freedom Campaign advertising templates provided by Trusted Choice (located at
www.trustedchoice.com/agents – in the “Freedom Campaign” folder under advertising files in the filing
cabinet. The reimbursement made will be 50% of the invoiced amount, up to $750 maximum.

Tier 3:
Throughout 2015, Trusted Choice will offer agencies digital advertising/marketing services that will be
managed by the Trusted Choice. Any agency wishing to purchase digital advertising/marketing
packages will receive up to a maximum of $750 in reimbursement which may include digital
advertising, content marketing, and social media assistance. For more information on this tier please
contact Kiescha.Cherry@iiaba.net.

An agency taking full advantage of all 3 tiers can be reimbursed to a maximum of $1,600 per calendar
year. The digital media subsidy is provided on a “first-come, first-served” basis and may be
discontinued if the budgeted funds are depleted.

Marketing Reimbursement Program (MRP) Application

PLEASE REVIEW THE GUIDELINES FOR REIMBURSEMENT, INCLUDING THE CHANGES FOR
2015 and COMPLETE ALL OF THE INFORMATION REQUESTED BELOW. TRUSTED CHOICE®
WILL NOT CONSIDER ANY REIMBURSEMENT REQUEST WITHOUT ALL REQUIRED
INFORMATION AND MATERIALS.
RETURN:

THIS FORM, WITH ALL INFORMATION REQUESTED

APPROVED DESIGN PROOFS FROM THE VENDOR or SAMPLE OF ITEMS

COPY OF INVOICE or RECEIPT SHOWING PROOF OF PAYMENT (must be dated in 2015)
DATE:_______________________
AGENCY NAME:______________________________________________________________
(Please print clearly the exact name that should appear on the check, as it appears in Trusted Choice®)
MAILING ADDRESS:_________________________________________________________________
CITY:______________________________________ STATE:_________ ZIP:____________
CONTACT:___________________________________________________________________
PHONE:___________________________
EMAIL:____________________________
TOTAL AMOUNT SPENT:_____________________________
REIMBURSEMENT AMOUNT SOUGHT:___________________________________
FOR WEBSITE REIMBURSEMENT PLEASE PROVIDE WEB ADDRESS: ____________________________
Additional Comments:
Send in this completed form and all required supporting materials to:
Trusted Choice®, Inc.
Attention: MRP
127 South Peyton Street
Alexandria, VA 22314
Applications are processed in the order received. We accept applications for reimbursement through
February 2016, provided invoices are dated 2015 – as long as funds allocated to the MRP have not been
exhausted.