Insurance
Insurance isn’t just about policies, it’s about people. Whether you’re onboarding a new policyholder, training a team of agents, or strengthening client loyalty, a custom box experience adds warmth, clarity, and professionalism to every stage of the journey.
The insurance industry is built on promises and preparedness, but customer experiences are often transactional or forgettable. A custom box allows insurance providers to stand out, offering reassurance, education, and personal connection through high-quality, branded materials.
At Custom Box Agency, we partner with insurance carriers, brokers, and agencies to craft physical experiences that support both internal training initiatives and client-facing moments — turning everyday interactions into meaningful brand touchpoints.
How to Use Insurance Products
Onboard Policyholders
Welcome clients with a clear, informative, and confidence-building starter kit.
Train Agents or Brokers
Reinforce company values, sales processes, or compliance through printed materials and tools.
Launch New Offerings
Promote new coverage or service tiers with curated teaser boxes.
Support Client Education
Simplify complex topics with visual explainer decks or guides.
Recognize Loyalty
Reward long-time clients, top agents, or partner brokers with appreciation boxes.
What’s Inside an Insurance Box
Policy welcome letter, coverage summary, and key contact info
Compliance guides, explainer cards, or FAQ sheets
Branded office supplies or quick-reference tools
Training materials, onboarding maps, or sales scripts
QR codes to video explainers, digital documents, or claims support
Client gifts, appreciation items, or milestone rewards
We Help Design Insurance Experiences
Each box is carefully curated to reflect your brand, mission, and the specific outcomes you’re trying to achieve.
How It Works
1.
Phase One
Activate
We delve into your business strategy and help you identify a product blueprint that aligns with your goals.
2.
Phase Two
Build
We bring to life the product that we designed in Phase One, including the product design so it’s ready for production.
3.
Phase Three
Produce
We manufacture, assemble, and package the product so it’s ready for market.
Optional
4.
Phase Four
Deliver
We store your product and ship it directly to recipients or provide bulk delivery options.
Results from the Field
“Custom Box Agency is the absolute best at really understanding that in today’s marketplace, it really is all about the experience. One out of every three buyers of our box started posting about it on social media in a very positive way.
This was without us even asking about it.”
— Daniel Den
Ideas That Influence
“Custom Box Agency is just such an amazing resource for really up leveling that whole experience for your clients and turning them into raving fans and advocates. Since implementing the CBA box in our events, our conversion actually almost doubled. So this has definitely been a big up level for us and I just absolutely love it.”
— Penelope Jane Smith
Real Prosperity
“Since working with CBA, we have had so much clarity. It’s not only been in the form of what we give our clients with the box, it also has transcended everything that we’re doing with our brand. That is something that really puts the human back into your business. It gives you that real, tangible thing, and that’s something that can’t be created with AI.”
— Molly Mahoney
Social Sales Stars
“Custom Box Agency is superior at taking all of the logistical stuff that’s not any fun in putting together a box experience, and making it super easy and super simple to grab onto and and make it real. I had heard nothing but good things about CBA. What I thought I was getting was a box. What I got was an experience based solution that works.”
— Bud Heaton
IUL Insiders
“CBA made hiring effortless and got us the perfect fit. They stepped in with a proven process — from sourcing and screening to vetting and initial interviews. They helped us narrow the list to the best candidates so we hired exactly the right person. If you’re expanding your team, CBA is the strategic partner you want in your corner.”
— EJ Stern
Fractional CMO
Why Custom Box Agency
We’re one of the few agencies in the world that combines game design strategy with end-to-end production and fulfillment.
Strategy-First Approach for all of our Custom Built Products
150+ Products and Customer Experiences Created since 2020
Trusted by Professional Organizations, Industry Leaders, and Entrepreneurs
One-Stop Solution for Product Strategy, Development, Design, Production, Warehousing, and Shipping
Let’s Make Magic Happen Together
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Give your customers experiences they’ll never forget.
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