Customized Communications and Marketing Support for a National Insurance & Benefits Brokerage

Delivered clear, on-brand communications that reinforced client’s credibility

Provided dependable creative capacity during peak demand seasons like OE

Equipped producers and executives with high-impact sales and marketing tools

“D7 has been an extension of our communications team for years. Their work helps us show up with clarity and consistency, meet our deadlines, and deliver real value to our clients and producers.”
— Communications Director

Meeting the Challenge of High-Volume, High-Stakes Communications

Palmer & Cay is a privately held insurance and benefits brokerage known for their depth of expertise and tailored approach. A core part of their client service consists of helping HR teams communicate clearly with employees about insurance, benefits and wellness related topics. They are responsible for generating and equipping their clients with a range of internal communications such as open enrollment guides, new hire packets, wellness campaigns, and ongoing HR pieces—often on short timelines and adapted to many different client brands, some with limited or underdeveloped guidelines. This required flexibility to apply brand standards while still ensuring the finished materials looked professional and cohesive.

The communications team needed to manage these responsibilities while balancing other priorities. The challenge was not a lack of effort but a lack of reliable design capacity that could keep pace with demand and ensure that every touchpoint reinforced Palmer & Cay’s reputation for professionalism. They sought a creative partner who could lighten the load on their team, provide dependable support they could trust, and keep projects moving smoothly even during their busiest seasons.

[Placeholder: Hero visual – anonymized open enrollment guides designed for multiple client brands]

[Placeholder: Client-branded new hire packet cover designs]

Becoming a Day-to-Day Creative Partner

Over time, our partnership with Palmer & Cay expanded beyond the demands of open enrollment season into year-round support. What began as help with client-facing materials grew into an ongoing relationship where their team could send content—whether rough notes or structured drafts—and know it would come back as a ready-to-use deliverable. We became their go-to creative resource and a dependable extension of their communications team.

[Placeholder: Spread of HR flyers, wellness newsletters, and campaign collateral]

Breadth of Support
Projects to date have spanned a wide range:

  • Client- branded HR communications: open enrollment guides, FAQs, benefit booklets, new hire packets, and wellness newsletters across dozens of organizations

  • Internal team enablement: reusable templates and repeatable design systems that helped Palmer & Cay manage recurring communication needs more efficiently

  • Sales and marketing pieces: brochures, one-pagers, case studies, and infographics to simplify technical content

  • Presentations and proposals: producer decks, executive presentations, and polished RFP responses

[Placeholder: Sales brochure and infographic spread]

[Placeholder: Producer presentation deck on laptop screen]

[Placeholder: Sample RFP response layout]

Support During Peak Seasons
Each year, open enrollment brought a surge of requests. With high volumes and tight deadlines, the need for reliability and speed was critical. D7 provided steady, high-quality execution so Palmer & Cay could serve clients without delay.

[Placeholder: OE season campaign set – guide, flyer, digital email header]

Translating Complexity Into Clarity
Insurance and benefits information can often times be technical and dense. A key part of D7’s role was shaping that content into straightforward, engaging materials employees could easily follow. This gave Palmer & Cay the ability to equip HR teams with communications that could be distributed with confidence and continued to position Palmer & Cay as a trusted partner in the eyes of their clients.

[Placeholder: Example of finalized communication piece highlighting clarity of complex content]

Results: Clarity, Distinction, and Consistency Across the Board

The partnership produced tangible results. Employee-facing materials improved in quality, becoming more effective and engaging. This made the communications easier for employees to understand and increased the value Palmer & Cay was able to deliver to its clients. Producers and executives gained sales and marketing tools that reflected well on the firm and communicated with clarity. And the communications team benefited from consistent support during peak seasons, giving them the confidence to meet deadlines without compromising quality.

Long-Term Partnership
Since 2019, D7 has partnered with Palmer & Cay not just on high-profile projects but on the day-to-day communications that matter most. By keeping clarity, distinction, and consistency at the center, the relationship has helped Palmer & Cay present themselves with confidence to both existing clients and new prospects.

[Placeholder: Collage of sales deck slides and client meeting visuals]

[Placeholder: Showcase of finalized deliverables – clean spread of anonymized Palmer & Cay client communications]

[Placeholder: Hero visual – curated spread of Palmer & Cay branded deliverables]

Our partnership with Palmer & Cay shows how having access to a dependable, scalable creative partner can improve quality, clarity and consistency across critical communications. By acting as an extension of their team, we delivered steady support that made complex topics easier to understand, peak seasons more manageable, and every client interaction a little stronger.