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fresh perspective to find clarity: a blue trident group x toth shop case study

MEET BLUE TRIDENT GROUP:

Blue Trident Group is more than just an insurance consulting firm - they’re a trusted partner who assists with mergers and acquisitions, actuarial consulting, and technology solutions. 


Founders Kevin Dill and Jill Leadbetter have a combined over 40 years of experience in the insurance industry with expertise in key areas like actuarial science, finance, and technology. Together, Kevin and Jill provide a specialized service that unique tailors solutions to meet their clients specific needs


WHY THEY CAME TO TOTH SHOP:

Blue Trident Group brings experience and excitement to all of their client work - they wanted to make sure that same feeling translated to their communication and messaging efforts. 


After launching their business in 2022, Blue Trident Group spent time finding their footing through developing their website, creating a LinkedIn ad series, and getting into an email campaign flow. They were doing all of this and realized they wanted a fresh perspective with a marketing eye who could help them determine what was working, what needed love, and where best to direct their efforts moving forward.  


SERVICES WE PROVIDED:
  • Conducted a comprehensive audit of the current blue trident messaging and communications & marketing assets (website, LinkedIn ads, emails, and one-pager sales sheets)

  • Provided quick fixes & feedback for blue trident to implement right away in copy and design 

  • Recommended language and tone changes across all assets  

  • Held two virtual meetings between team toth shop and company founders

  • Gave feedback on updated website, LinkedIn ads, and email campaigns in real-time

  • Prompted founders with questions to help them get really clear about foundational messaging (who they are, what they do, etc.)

  • A content strategy moving to implement in the upcoming quarter(s)


WHAT WE DID:
  • In June 2024, blue trident launched their new website with an updated flow and zhushed copy to better highlight who they are and what they do 

  • An updated tagline that is more customer-focused and reflective of what blue trident offers 

  • Helped guide them to consolidated ‘service buckets’ from four categories to three to speak more clearly about what they offer

  • Warmer, more succinct language on email copy 

  • Revamped LinkedIn ad copy and graphics that are more direct and easy to follow 

  • An elevated, cleaner design on their updated services sales 

  • Founders feel more confident talking about their brand, service & impact 

  • Leveraged storytelling opportunities - like their Community page - to give their brand a more human touch


fun fact: the blue trident team needed new headshots - we connected them with a local photographer from our network to make it happen. 

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