The Challenge

Two established insurance industry leaders were merging to form a new entity. We wanted to communicate their legacy as experts in the industry while developing the new story for a new brand. The team wanted to be known in the local community, tell their family story while conveying a legacy of success, validate the new brand as the industry expert, and achieve notoriety and accolades within their industry.


Collaborating with the six principals we crafted a campaign based on their new story; family owned and run, no corporate limitations, empowered teams with a legacy of established expertise and history of success. We implemented a wide range of press releases, announcements, philanthropic events, awards campaigns, and community involvement. Within six-months of working together the media and insurance industry colleagues now go to Arrow for expert advice, interviews, quotes, and contributions.


“We’ve been amazed by the results… We did not think we’d get this much publicity and public attention.”

– Jordan Shields, President, Arrow Benefits Group


Articles, Interviews & Online Media

  • North Bay Biz Magazine – over 25 Hits & Features
  • Employee Benefits Magazine – over 10 Hits 
  • Employee Benefit Adviser Magazine – Cover & 5 Hits
  • Employee Benefit News
  • Benefits Influencer Podcast 
  • North Bay Business Journal – over 15 Hits
  • Press Democrat
  • HR West Magazine
  • KSRO Radio Interviews


  • Best Places to Work 2015 thru 2021
  • Non-Profit Leadership Award
  • North Bay Community Philanthropy Award 2017 thru 2020
  • 2019 Employee Benefit News – Advisers of the Year
  • 2019 Employee Benefit News – Digital Innovators Transforming Benefits, HR 
  • 2017 EBA Rising Star in Advising 
  • Petaluma Golden Heart Award
  • North Bay Business Journal 40 Under 40
  • Top Women in Benefit Advising
  • North Bay Business Journal Latino Business Leadership Award


We’ve been amazed by the results… We did not think we’d get this much publicity and public attention


Jordan Shields, President, Arrow Benefits Group