Cómo Paul Tradelius comenzó su viaje en otros, negocios o publicidad
¿Cómo se te conoce?
Commercical Coverage Insurance Agency
¿A qué sector dirías que pertenece tu empresa?
Negocios y consultoría
Cuéntanos a qué tipo de público quieres llegar
Commercial Coverage Insurance Agency is based on a simple concept that is too often overlooked: We work for YOU! As your Risk Manager and Advisor, our mission is to “Take CARE of Business”. At CCIA we are advisors and consultants, not just insurance brokers. (Target audience is business owners, CEO, CFO. Organizations with 5 - 500 ppl)
¿Qué te inspira y qué diseño imaginas para tu empresa?
Based on our AIM Process to risk management, we deliver back to the client the results of our Assessment. This documents includes some standard copy and some clients specific copy based other results. This data is in the form or a spreadsheet AKA the "Risk Management Dashboard" The attached sample looks pretty flat and not very pretty or flashy, How can we make this contact look more professional in graphics and flow. Similar to annual report a publicly traded company might have. In most cases, this is delivered in a PDF so we have unlimited options in graphics.
I am looking for better way to present this data in a more colorful format more like a theme. If it were in word, that would be ideal for merging client data, however if we need to consider other software for better results, I am open to it. Attached is a sample assessment for your review.
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