Example text.

Example text.

Example text.

PEMCO Pioneers a case brief for

Rachel Hobble Meg Goh Angelina BingeiJessica Ting

Community Impact Coordinator

Brand Consultant Financial Analyst Marketing Strategist

Situational Analysis (SWOT)

Our Community

Core Values | Why CSR?

Purpose Beyond Profit

Investing in Community

Empowering Through Education

Sending the Message (Advertising Campaigns)

Financials | Concluding Analysis

Agenda

Strengths the intent to shop PEMCO increased 300%

unaided brand awareness up 41% Distinct Brand Awareness

Captive Community

Employees stay 2X longer than competitors Strong Employee Retention

Strengths

Weaknesses

the intent to shop PEMCO increased 300%

unaided brand awareness up 41% Distinct Brand Awareness

Captive Community

PEMCO not fully recognized for its CSR Weaker CSR Recognition

Target Local Businesses

Employees stay 2X longer than competitors Strong Employee Retention

Strengths

Weaknesses

Opportunities

the intent to shop PEMCO increased 300%

unaided brand awareness up 41% Distinct Brand Awareness

Captive Community

PEMCO not fully recognized for its CSR Weaker CSR Recognition

Use CSR to differentiate from competitors

Expand offerings to local businesses Target Local Businesses

First Mover Brand Advantage

National Insurance Firms

New Government Regulation

Employees stay 2X longer than competitors Strong Employee Retention

Strengths

Weaknesses

Strengths

Weaknesses

Opportunities

the intent to shop PEMCO increased 300%

unaided brand awareness up 41% Distinct Brand Awareness

Captive Community

PEMCO not fully recognized for its CSR Weaker CSR Recognition

Use CSR to differentiate from competitors

Expand offerings to local businesses Target Local Businesses

First Mover Brand Advantage

Possibility of increased governmental oversight

Top competitors include Allstate & State Farm National Insurance Firms

New Government Regulation

Employees stay 2X longer than competitors Strong Employee Retention

Strengths

Weaknesses

Threats

Example text.

Example text.

Example text.

PEMCO Pioneers

XXXXX

XXXXX

-- --

XXXXX

XXXXX

XXXXX

XXXXX

--

Our Community

XXXXX

XXXXX

-- Employees

Empowerment

Job Training

XXXXXXX

XXXXX

--

Our Community

Education

Relationships

Customers Employees

Empowerment

Job Training

XXXXXXX

XXXXX

--

Our Community

Education

Relationships

Customers Employees

Empowerment

Job Training

Support

Partnerships

Small Businesses

Our Community

“84% of consumers consider a company’s social and environmental

commitments before making decisions about what to buy or where to shop.”

2015 Cone Communications Global CSR Study

CourageIntegrity Responsibility

“84% of consumers consider a company’s social and environmental

commitments before making decisions about what to buy or where to shop.”

2015 Cone Communications Global CSR Study

PURPOSE BEYOND PROFIT

Sustainability RewardsProviding discounts for green homes and vehicles

encourages sustainable living and customer loyalty

Grants to Local BusinessesSmall companies that meet set criteria will be given

financial support to launch their vision

Socially Responsible InvestmentsCapital can be invested in low-risk, socially responsible

portfolios to increase inflows while supporting sustainability in the financial world

Partnerships

National Park Service

We chose the National Park Service: a recognized, government agency known for its preservation

efforts to lend awareness

Working towards the preservation of local landmarks supports the responsibility people

have for the environment, and gives credibility to PEMCO’s reputation.

Environmental Community Partners

Sierra Club, Washington Preservation Corps, EarthCorps

These local organizations have a much more local reach, lending a neighborly trait to PEMCO and

increasing awareness of the company’s policies and services on a grassroots level, fitting with their

down-to-earth brand

INVESTING IN COMMUNITY

RegionalEvents

Engage in Consumer Locales

Sustainability Heroes

Leadership Training

PE M C O P CI

N IC

Welcome PEMCO Employees & Family

Welcome

PEMCO

Family!

PE M C O P CI

N IC

PE M C O P CI

N IC

EMPOWERMENTTHROUGH EDUCATION

VOLUNTEER-BASED FINANCIAL LITERACY COURSES

IN UNIVERSITIES & SENIOR CENTERS

EDUCATION + DATA MINING

HOW TO ADULT101

Financial Lit

DATA MINING

EDUCATION + DATA MINING

HOW TO ADULT 101

Financial Lit

HOW TO ADULT101

Financial Lit

VOLUNTEER-BASED FINANCIAL LITERACY COURSES

IN UNIVERSITIES & SENIOR CENTERS

DATA MINING

ADJUST MARKETING AND PACKAGE OFFERINGS ACCORDINGLY

EDUCATION + DATA MINING

HOW TO ADULT 101

Financial Lit

HOW TO ADULT101

Financial Lit

VOLUNTEER-BASED FINANCIAL LITERACY COURSES

IN UNIVERSITIES & SENIOR CENTERS

PEMCO VALUES & CSR Advertising Concepts

PEMCO celebratesCOURAGE

It takes COURAGE to be different. In our video advertisement, we celebrate the courage in our community.

PEMCO isTHERE FOR YOU

PEMCO is there for you at critical points in your day. PEMCO always comes to the rescue, because INTEGRITY is at the core of what we do.

SOCIAL MEDIA

TEACHING

USER-DEFINED

CONTENT

LOCAL PRIDE

How financially sound are CSR initiatives?

serving 204,000 households

annual revenue

$1000 annual inflow$900 car policy / $1050 home policy approximation

$400 million

400,000 policies

ExpendituresInitiatives Total: $349,000

Grant Program $250,000

Event Sponsorships $60,000

PEMCO Picnic $2,500

PEMCO Peers Lemonade Booth

(5 events)

$3,500

National Park Service

Partnership

$15,000

Local Organizations

Partnerships

$18,000

Total Cost: $2,682,624

Multimedia Marketing Total: $2,333,624

Video Production $300,000

Local TV commercial slots 728 x $700 = $509,600

Youtube commercial slots $1,500,000

Radio commercials (30

second spots)

1092 x $22 = $24,024

2% + 2% increase in revenue from longer customer retention + new customers

496.43%return on investments

$16 millionadditional revenue

Identify any threats to the enterprise

Strategic Risk Management

Assess the risk profile of these threats over time

Mitigate potential inflection points

Employee CSR Specialists

ComprehensiveCommunity

Outreach Programs

Executes Clear, Trackable CSR

Goals

Allstate XFarmers Insurance

Group X

State Farm X

PEMCO X X X

CSR Measure-Up

PEMCO PIONEERS: Industry Leaders in CSR

Celebrate the

Courage

to be different

SupportEnvironmental

Integrity

Teach FinancialResponsibility

Invest in EnvironmentalismSustainability Rewards

Grants to Local BusinessSocially Responsible Investments

Partnerships for Environmental Advocacy

Celebrate Our CommunityEngage the Locals

PEMCO (Employee + Family) Picnic

DialogueAdvertising Campaigns

Social Media Campaigns

Financial Literacy Courses“PEMCO Pals”

“How to Adult 101”

Thank you | Questions?

Appendices

ESG Investments

ESG Investments

approximation of population in Washington and Oregon

cost of youtube ads

10 - 30 centsPay-per-Click Advertisements Slot

$1,500,000

10,000,000

Let’s Engage Community

Branding

Partner with a cause.

Customer Engagement

Feature local businesses in ads and events; reward sustainable practices.

Event Sponsorship

Boating shows, snowsports

Partner With Key Players ▪ David Fleming, Director of King County Health Department

▪ Russell Wilson, QB, Seattle Seahawks

▪ David Rolf, President of Service Employees International Union Healthcare 775NW

▪ Scott Woodward, Athletic Director of the University of Washington

PEMCO helps youGO PLACES SOMEDAY

We don’t know what the future holds, but we have a RESPONSIBILITY to you. No matter what, PEMCO is there for the ride.

BRAINSTORMINGSESSION

SOURCES 2015's Top 10 Cause Alliance Trends. N.p.: Good Scout Group, 2015. Print.

"Allstate Corporate Responsibility." Allstate. N.p., n.d. Web. 21 Feb. 2016. <http://corporateresponsibility.allstate.com/>.

Calandro, Joseph, Mark Purowitz, and Paul Delbridge. "Strategic Risk Management: Facilitating Risk-Based Insurance Decisions."

PwC. N.p., n.d. Web. 21 Feb. 2016.

<http://www.pwc.com/us/en/insurance/publications/assets/pwc-insurance-strategic-risk-management.pdf>.

Cause Innovation: Supercharging Corporate Alliances. N.p.: Cause Marketing Forum, 2015. Print.

Clark, Jennifer Ciuffo. 2015 Cone Communications/Ebiquity Global CSR Study. N.p.: Cone Communications, n.d. Print.

Cause Innovation: Supercharging Corporate Alliances. N.p.: Cause Marketing Forum, 2015. Print.

Clark, Jennifer Ciuffo. 2015 Cone Communications/Ebiquity Global CSR Study. N.p.: Cone Communications, n.d. Print.

SOURCES "Community Work Recognition." State Farm. N.p., n.d. Web. 21 Feb. 2016.

<https://www.statefarm.com/about-us/company-overview/company-profile/awards-recognition/community-work>.

"Farmer's in Our Communities." Farmer's Insurance. N.p., n.d. Web. 21 Feb. 2016. <https://www.farmers.com/corporate-giving/>.

"Pemco ID Smart." Pemco. N.p., n.d. Web. 21 Feb. 2016. <https://pemco.com/idsmart?cid=FLIPPYidSmart>.

"Pemco: Selling Insurance Takes Personality." DNA Seattle. N.p., n.d. Web. 21 Feb. 2016.

<http://www.dnaseattle.com/clients/pemco.html>.

Rhea, Mollye. Cause Marketing 101 for Non-Profits. N.p.: Cause Marketing Forum, 2011. Print.

Robinson, Kathyrn, et al. "50 Most Influential People in Seattle Right Now." Seattle Met. N.p., 8 march 2013. Web. 21 Feb. 2016.

<http://www.seattlemet.com/articles/2013/3/18/50-most-influential-people-in-seattle-right-now-march-2013>.

"20 Must-Know Fundraising and Social Media Stats." Nonprofit Tech for Good. N.p., 16 Sept. 2015. Web. 21 Feb. 2016.

Zipkin, Nina. "The 11 Must-Use Social Media Strategies to Expand Your Brand." Entrepreneur. N.p., 3 May 2015. Web. 21 Feb. 2016.