Case Study:

Y-U Financial

Y-U Financial is an insurance brokerage that is revolutionizing the way people view and use insurance.

Planning Package

Working with Prisca is one of the best decisions I’ve ever made. As a business owner, I know how important working with the right people is to the success of your business, and she provides a value that is unmatched. She helped us organize and plan our corporate events and distribution strategy, as well as provided a vision for how we could improve in the future. I didn’t expect her to actually attend our events, but not only did she do that, she actively participated to help create engagement among the event-goers!

She goes above and beyond whatever monetary value is put on her services and does a good job of complimenting what you do well, identifying potential problems, and also bringing solutions to those problems. I recommend Prisca to ANYONE looking to improve their business processes.

Complex Problem

CEO lacked the time to dedicate to planning corporate events due to his packed schedule running a financial firm.

Simple Solution

Fully planned & coordinated corporate events for the monthly intake of new agents and other interested parties. This involved creating and working within the budget and setting up and breaking down the day of the event. As the day-of coordinators, we made sure that all refreshments arrived on schedule, and we stayed throughout the event to encourage participation.

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