Advancing InsureTech with the Power of Brochure Design

Case

Background

Services

Proposals & Presentations

Sales Collateral Design

Marketing Asset Systems

Pilotbird was preparing to market a new InsurTech SaaS offering to insurance companies and needed a five-page sales brochure for prospect outreach and sales meetings. With no existing sales deck or brochure content, the client directed Banedsgn Studio to its website and product information, giving us responsibility for determining what to communicate and how to structure it.

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Challenge

Pilotbird’s offer combined lifestyle analytics, risk scoring, AI-driven insights, and multiple insurance use cases—technically valuable information that was difficult to explain quickly to a prospective customer. Banedsgn Studio needed to turn that complexity into a concise sales narrative that could communicate what the products did, how the technology worked, and where the commercial opportunity sat without overwhelming the reader.

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Approach

We separated communication architecture from visual design, starting with black-and-white wireframes to test hierarchy, sequence, and how the product story should unfold before applying Pilotbird’s brand system. The strategy centered on clarity, structure, and visual storytelling: dense concepts were reduced into concise modules, while diagrams, infographics, and structured frameworks carried the more complex parts of the sales argument.

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Solution

Banedsgn Studio handled the project from website research and information architecture through wireframing, visual development, revisions, and final production, producing the first complete design direction in approximately four working days. A consistent editorial grid connected product positioning, FAQs, interface imagery, testimonials, investors, and three key visual explanations: an ROI model showing the logic behind a $65K pilot and projected ~$8M annual opportunity; a three-product framework organizing Lifestyle Risk Scoring, Engage, and Revocation; and an input → AI processing → insight diagram paired with an implementation roadmap to make the technology and adoption process easier to understand.

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Impact

The finished brochure became an active sales and marketing asset, used in Pilotbird’s sales meetings and distributed to prospects through HubSpot; according to the client, it made the product easier to explain. Delivered as Pilotbird was entering the market as a standalone company, it supported the company’s market-facing activity during a subsequent period of fundraising and growth, while the initial engagement developed into further work for Banedsgn Studio across trade-show graphics, roll-up banners, and email signatures. Pilotbird described the collaboration as a “fantastic commitment to successful delivery” and looked forward to the next opportunity to work together.

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*Best suited for projects from $2,500 and ongoing partnerships.