Transform Your Agency with Travel Incentives
A custom growth strategy for Collier Partnerships, Inc. — leveraging the proven Cash in Blue travel incentive platform to drive new policies, boost retention, and multiply referrals.
Prepared for
Tim Collier, LUTCF — President
Market Opportunity
The Travel Incentive Industry Is Booming
Industry data from the Incentive Research Foundation and leading marketing firms confirms the massive opportunity.
of U.S. businesses use travel incentives
annual industry spend on incentive travel
average ROI on travel incentive programs
of businesses use non-cash incentives
Proposed Solution
Five Revenue-Driving Use Cases for Your Agency
The Incentive Your Clients Will Love
Premium travel experiences that create lasting emotional connections with your brand — at a fraction of the perceived value cost.
New Client Acquisition
Offer a complimentary travel voucher to prospects who sign a new policy — instantly differentiating your agency from competitors.
Policy Renewal Retention
Reward loyal clients with travel incentives at renewal time, dramatically reducing churn and increasing lifetime value.
Referral Generation
Launch a 'Refer & Travel' program where clients earn vacation credits for every qualified referral they send your way.
Team Performance
Motivate your team with travel rewards for hitting sales targets — proven to outperform cash bonuses by 3x.
Community Events
Host exclusive travel giveaway events to build brand awareness and generate a pipeline of warm leads.
14-Day Implementation
Results Within Two Weeks
A phased approach designed for speed — matching your timeline requirement.
Discovery & Setup
Platform onboarding, brand customization, and strategy alignment
Campaign Launch
Digital advertising, SEO optimization, and branded content deployment
Outreach & Engagement
Email campaigns, social media activation, and referral program launch
Optimize & Scale
Performance analysis, A/B testing, and scaling winning strategies
Projected Return on Investment
The Numbers Speak for Themselves
| Metric | Current | Projected | Improvement |
|---|---|---|---|
| Monthly New Policies | 10–15 | 18–25 | +65–80% |
| Client Retention Rate | ~75% | ~90% | +15 pts |
| Referrals per Month | 3–5 | 12–20 | +300% |
| Cost per Acquisition | $150–$250 | $80–$130 | -45% |
| Customer Lifetime Value | $2,500 | $3,800 | +52% |
Conservative 90-Day ROI
Based on an average 45% sales increase reported by Cash in Blue partners, Collier Partnerships can expect to generate $3–$5 in incremental revenue for every $1 invested. Travel vouchers carry high perceived value while costing a fraction — creating powerful marketing ROI.
Your Complimentary Travel Voucher
As a sincere thank you for allowing us to introduce our Travel Incentive Package to Collier Partnerships, Inc., we would like to offer you a complimentary $500 travel voucher — absolutely free, no strings attached.
Limited time offer. One voucher per business. Claim yours at crm.thomasperdana.com/demo
The Psychology Behind It
Why Travel Incentives Outperform Traditional Marketing
Emotional Engagement
A vacation is aspirational, shareable, and memorable. When a client receives a travel voucher from Collier Partnerships, they see an experience — a story they will tell friends and family. This organic word-of-mouth is invaluable.
Perceived Value Asymmetry
A travel voucher valued at $2,000 carries enormous perceived value, yet the actual cost is significantly lower. This creates marketing offers that feel extraordinarily generous while maintaining healthy profit margins.
Competitive Differentiation
In a market where most insurance agencies compete on price alone, offering a travel incentive immediately elevates your agency into a different category. You compete on experience — a far more defensible position.
"Over 85% of U.S. businesses use non-cash incentives such as travel to improve productivity, retain talent, and attract customers."— Gavel International Research
Let's Get Started
Ready to Transform Your Growth Trajectory?
Join 1,000+ businesses already using travel incentives to skyrocket their sales. Get started today and see the results within weeks — not months.