Effective Insurance Sales and Marketing

The technology-first consumer-driven agency for the insurance industry

EverBrand is the technology-first, customer-driven content transformation and engagement agency built specifically for the insurance industry.

We help carriers, agents, brokers, and MGAs modernize how they communicate, market, and sell insurance—turning outdated, underperforming content into dynamic experiences that educate, persuade, and accelerate decisions for new clients and for retaining existing ones.

With deep expertise across insurance product lines and structures, including reinsurance and captives, we combine strategy, creative excellence, and AI-powered solutions to help carrier brands connect, compete, and increase sales in today’s insurance market.

Insurance marketing and sales services that strengthen your brand and build your business

Content Transformation & Modernization

We audit, rationalize, and transform large libraries of legacy insurance marketing content—PDFs, product sheets, sales materials—into modular, digital-first assets that are easy to update, personalize, and reuse across channels.

Results: Faster time to market, improved broker engagement, higher closure and retention rates, with future-ready content that scales.

Broker & Buyer Engagement Experiences

We design interactive, visual, and mobile-friendly experiences that make complex insurance products easier to understand and easier to sell. From AI-assisted explainer videos to dynamic automated product digital content journeys, we meet and engage audiences where they are.

Results: Higher confidence and brand equity, stronger differentiation, and accelerated purchase decisions.

Brand & Messaging Strategy

We clarify your brand storytelling, value proposition, and messaging across insurance lines and audiences—ensuring consistency from first touch through renewal.

Results: Clearer positioning and differentiation, stronger trust, and better alignment across teams. We help you stand out from the competitive clutter.

Harnessing Technology and AI

We help you sort out what technologies can pay off for supporting insurance brokers, creating content at scale so they can maximize engagement with their customers, and optimize execution. We harness AI responsibly—structuring content, workflows, and governance so automation enhances speed and personalization while protecting accuracy, compliance, and brand consistency.

Benefit: High quality content, efficient operations, reduced internal burden, smarter use of AI with less risk and more ROI.

Select insurance marketing success stories

• Reinsurance Organization

  Clarified brand messaging and modernized thought leadership to better engage brokers and sophisticated buyers.

• Captive Insurance Program

  Created educational content and visual tools that helped buyers understand value, structure, and risk more quickly.

• Largest New Jersey Insurance Carrier

  Digital transformation strategy of a large portfolio of product and sales content into modular, digital assets that improved broker usability and reduced update cycles..

• Specialty Insurance Provider

  Developed interactive product experiences that simplified complex offerings and increased broker engagement.

• Regional Insurance Broker

  Repositioned them as a partner to medium and small businesses and created an extensive insurance broker sales enablement program.

Client Expertise

Our Team

Insurance expertise meets innovative insurance marketing

Lisa Merriam, Director of Marketing & Communication

Lisa is an insurance marketing specialist with deep experience in helping companies establish a strong brand, go to market, and grow revenue, market share, profit margin, and loyalty.

Lisa’s expertise includes research, brand strategy, brand naming, brand identity, brand launch, content strategy, and marketing across traditional and digital media. Her experience in the insurance market includes work with carriers and brokers, across lines and structures.

She began her branding career at McCann-Erickson’s FutureBrand consultancy. Prior to that, she was Marketing Director at E Ink Corporation, an MIT Media Lab start-up that developed the display technology in the Amazon Kindle.

She served on the Board of Directors for the New York American Marketing Association and is a former guest lecturer for the Columbia University School of Business EMBA program and New York University’s entrepreneurship program. She has been a featured speaker at the Microsoft Tech Center New York, Tsinghua University in Beijing, and at the Kotler Marketing Forum.

Larry Aaron Founder & Chief Strategy and Creative Officer

Larry is an entrepreneurial Brand + Marketing + Sales Strategist who focuses driving growth for clients by developing innovative solutions for sales and marketing, process, efficiency, and digital transformation.

His career spans 35 years with deep client experience in the Fortune 500, building some of the worlds’ largest brands with his integrated teams, as well as working with startups, growth companies, and entrepreneurs to create, manage and grow their brand and marketing efforts in areas of strategy, design, and execution.

Experience Areas and Representative Client Experience: Insurance (Marsh McLennan, Brown & Brown Insurance, Horizon Blue Cross Blue Shield of New Jersey), Pharmaceutical/Life Sciences (Pfizer, GSK, Novartis, Merck, Syngenta, Dupont, Boston Scientifics), CPG (Nestlé, Pillsbury, Kraft, Welchs, HP, McKesson Water Products), Financial Services (Bank of America, Fleet Bank Boston, RBC), Automotive (GM, Nissan), Technology (Mercatus/State Street, Auros, Aptaris/Dunn Humby, Assetlink/SAS, BrandMaker, Aptaris, LeadsRx, AMD, IBM, Microsoft, IBM), Energy (Exxon Mobil, Mercatus, Suadi Aramco), Misc (Sony, Game Show Network, The Peninsula Hotel, Palm Islands of Dubai, and others).

Steve Aaron, Creative & Solutions Director

Steve Steve is a creative brand + marketing solutions executive with extensive experience on the agency side in addressing intricate brand, marketing, and sales challenges. His work driving strategy through to the execution whilst managing creative, solution development, teams, client goals and KPIs spans over 38 years in the industry.

Prior to EverBrand, Steve’s foray into digital branding and marketing commenced at McCann-Erickson’s FutureBrand consultancy, where he integrated the disciplines of addressing clients' design needs with a foundational background in brand strategy and identity systems, delivering award-winning digital solutions and strategies. Steve led a digital branding team on various large-scale solutions along with brand management tool products, which included interactive strategies and guidelines systems for MSN, GM, Pfizer, Bank of America, AMD, DuPont, Nakheel, Leisurecorp, and J&J.

Steve shifted from agency work to the client-side as the Global Brand Director for WorldQuant – a global asset management firm, increasing their brand presence while leading the brand and marketing team globally.

His expertise encompasses Brand and Marketing Consulting, Brand Management, Digital Brand Management Tools, Identity Design, Website Design, Social Media Branding and Brand System Design, Artificial Intelligence use in brand and marketing and Executive Project Management.

EverBrand is led by seasoned insurance marketing professionals who understand both the complexity of the industry and the realities of today’s digital engagement sales landscape. Our team brings decades of experience working with carriers, brokers, and specialty insurance organizations—paired with deep expertise in content strategy, brand development, and emerging technology.

We collaborate closely with your teams, bringing strategic thinking, hands-on execution, and a practical understanding of compliance, scale, and change management.

We don’t just deliver ideas —

we help you implement them.