Marketing Materials

Agent Information

The following is your information for Pinnacle to use should we need to contact you.

Name *

First

Last

Email *

State *

(Alphabetical Order)

Phone *

Business / Company Name

What is the name of your business / company?
NOTE: If this field is left empty, we will just use your name.

National Producer Number (NPN) *

The National Producer Number (NPN) is your unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process. The NPN is used to track individuals and business entities on a national basis. Connect4Agents will not make this information directly public, rather use it to identify your page in our database via a unique URL.

Who is your PFS contact?
Do you have a main contact at Pinnacle Financial Services? If you do not have a main contact or your contact is not listed, please select 'Other.'

PFS Contact Name *

Print or Digital?

Print
Digital

Is your Project for Print or Digital?

Attachments

Do you have a logo, photo, or other graphic assets you would like to include?

Logo

Drag & Drop Files, Choose Files to Upload You can upload up to 4 files.

For best results, use a transparent SVG or PNG file that's at least 2500 pixels wide.

If you have both color and black and white options or different variations of your logo, feel free to include them.

Photo or Image Assets

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Do you have any specific photos or images you want to include?

Examples: Your headshot or portrait, a photo, graphic, or design asset related to your business, etc.

Project Details

Our designers draw upon your ideas for inspiration. The following information helps us when brainstorming the graphics.

Contents of Marketing Materials *

I want to write my own content
I want PFS to use their own templates

Do you want PFS to use prewritten templates for your marketing materials or do you want to write it yourself?

Layout is Other

Style Preferences

Inspiration

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Do you have any ideas or inspiration you'd like for us to consider? Feel free to submit them here.

Color Preferences

Is there a specific color or color scheme you want included in your materials?

Additional Info or Notes

Add any notes here to describe a specific guideline or style you want your marketing materials to follow or anything else you feel is important to consider. You can also describe other designs you've seen and would like to replicate or use as a reference.

Deliverables

Select how you would like to receive your printed materials.

What is your Deadline? *

NOTE: Please allow for ample lead time from submission date in order to ensure your materials are delivered on time.

Additional Comments and/or Questions

Do you have anything else we should note or add? Feel free to use the following space to submit any inquiries to our design department. For anything else, please reach out to your Pinnacle Financial Services sales representative.

Additional Comments

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Agreement

I have reviewed all of the information above and confirm it's accuracy. By submitting this information, I agree to allow Pinnacle Financial Services the right to use my business' logo and branding.

Pinnacle Financial Services will also have the right to contact me if any of the information is incorrect, or if additional information is required.

Should I no longer work with, or become uncontracted through, Pinnacle Financial Services, I agree to waive my rights to my Connect4Agents personal website and logo, and agree to it's deletion.

Pinnacle Financial Services has the right to change, modify, or terminate the agent website program at any time.

As part of the design process, I understand that the Pinnacle design team will allow for three (3) additional edits free of charge.

Checkboxes

I agree to the above statement.

Marketing

Materials

Our Design Services

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