Red Oak Risk Management Case Study

Red Oak:

More Than

Insurance.

Project Overview

Red Oak is a Chicagoland insurance company thats passionate about protecting families through proper risk management and financial education.

They offer full-service multiline insurance & financial planning. They promise to help find the best possible solutions for families & businesses. Helping their clients in every area of their financial lives, while conveying a deep commitment through education, proactive planning, and great service.

Although, being a positive and highly knowledgable company is great, it’s always complicated entering into a crowded marketplace as the new guys on the block. This is where BlueRocket came in.

Expertise

Logo Design

Brand Strategy

Brand Development

Brand Identity Design

Website Design

Marketing Campaign

Deliverables

Logo Icon

Logo Mark

Templates

Website

SEO

Visual Identity

Creative Messaging

Brand Voice

Brand Mission

Brand Vision

Brand Voice

Brand Strategy

“We love the Identity that BlueRocket created for our brand!

We know this will help our company stand out amongst our competitors!"

Milan Stastny

Managing Partner at Red Oak

A laptop is sitting on top of a table surrounded by office supplies.

The Outcome

BlueRocket started exploratory discussions with the owners of Red Oak. We discussed the brand name, Red Oak, and why it was chosen. It symbolizes strength, patience, and growth.

Our conversations helped us to harness the positive energy within the team and how Red Oak was setting out to be different from other insurance companies.

We built up a picture of a business that cared about helping people and guiding them through a stressful process. We attended one of the Red Oak meeting and learned they ended each time with “Let’s go help people”. We knew here that we wanted to create a brand personality focused around this core value — helping people. Echoing the teams desire to create a safe environment for their customers and clients.

Internal Branding

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Mission Statement

Helping protect what matters – one person at a time.

Brand Values

Serve others with our intent, actions, work and time.

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Create a culture of transparency, dignity and respect.

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Act with integrity with everything we do.

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Affect change though education, protection and proper planning.

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Brand Voice

The Caregiver

Bold // Honest // Reassuring

Red Oak offers more than insurance for their customers, they guide and support them. The brand voice is clear, direct, but warm and caring. Red Oak understand It's more than insurance and finance.

Logo Design

We knew we wanted the logo to feel modern and clean. We used two minimalistic leaves to create the "R" within the "O". This symbolizes how Red Oak will cover the leaves of your life — family members, assets, investments etc.

Iconography

For the Icons we used the circle from the logo symbolizing Red Oaks coverage of each asset. With the Family & Individual side we stayed with red, but went with black on the Business & Company side of the brand.

A set of icons with a heart , clock , car , house , and other icons

Typography

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Humanist

Professional

Authentic

A white background with the letters aa and our vision on it.

We went with a traditional and classical typeface. A San Serif font conveys simplicity and minimalism. They come off friendly — welcoming. Myriad brings a subtle touch of humanity to the brand.

Media & Touchpoints

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