JM&A Group Family Reunion Trip — Case Study


JM&A Group, one of the largest independent providers of finance and insurance services in the automotive industry, offers innovative solutions to help dealers boost their bottom-line profits. The rock-solid financial standing of JM&A Group has enabled them to prosper in the competitive automotive industry for 40+ years.

JM&A holds incentive trips annually to reward car dealers with whom they conduct business. For the JM&A Family Reunion Trip, dealers and their family members are treated to a resort vacation after earning a specific number of points with JM&A. In 2016, JM&A Group treated over 1,500 dealers and family members to a sun-drenched beach escape at Atlantis Resort.

Choosing HALO Branded Solutions

order-packing order-fulfilled

JM&A Group desired to “wow” their guests with trip teasers, useful promotional products, and a unique way to deliver important travel documents. The top priorities for JM&A Group were to execute high-value dealer appreciation ideas, buzz up genuine excitement for the trip, and utilize as few vendors as possible when crafting the ultimate promotional trip gift package.

JM&A Group fielded proposals from many companies, but ultimately decided to partner with HALO Branded Solutions because we were able to deliver competitively priced and creative solutions to fit their needs, while serving as a one-stop shopping vendor to save JM&A Group a great deal of time and coordination. Account Executives Terri Tucker and Karen Giattino crafted personalized mailers that utilized innovative packaging techniques to combine several gifts and promos.


The Problems

JM&A Group wanted to blow their business partners away with exciting family-friendly promos without using multiple vendors or messy, confusing packaging. Their creative vision posed the following challenges:

  • The packaging ideas had to be functional and cohesive while showcasing travel documents and entertaining items
  • The promos needed to appeal equally to all families, providing tangible benefits universal across demographics
  • JM&A Group had a short amount of time available to coordinate the mailers and wanted to use only one vendor
  • JM&A Group wanted their sourced promotional items to include their logo, which is an additional expenditure, without increasing the overall budget


HALO’s Unique Solutions


HALO Account Executives Terri Tucker and Karen Giattino delivered a cohesive presentation of promotional package and gift ideas to the JM&A Group team, clustering similar products together over multiple mailers and packages to keep costs low, incorporate JM&A branding, and provide the “wow” factor the company wanted:

  • After settling on an Atlantis theme for their Family Reunion Trip, JM&A Group discussed their budget with our Account Executives. Deciding to focus the budget on the trip confirmation gift, HALO created a package contained by a beach chair planter featuring a polaroid camera, selfie stick, film, photo frames, and photo cubes wrapped in a unique confirmation card package so dealers could document their well-earned family trip. Despite the client’s specific retail-style requirements, HALO Branded Solutions found solutions to come in under budget.
  • The second mailer was fashioned as a “treasure box” stuffed with fun promotional products. In addition to essential travel documents, this mailer included customized JM&A Group logo puzzles, squirt guns, playing cards, and luggage tags. JM&A Group requested specialized blue foam within the box, which was custom sourced.
  • A third promo package with trip-specific items was given to families as they arrived at the resort in a beach bag featuring custom logos and messaging reading “JM&A Loves You.” The beach bag was stuffed with fun promos like sunglasses, a beach ball, a frisbee and other vacation items.


Satisfied Customers


Executives at JM&A Group could not have been more pleased with the inventive promotional packages, praising HALO Branded Solutions for their cost-saving abilities and creative branding solutions. The JM&A Group dealers rated this as the best trip yet. According to the Incentives & Special Events Administrator at JM&A Group, “HALO proposed ideas that demonstrated, especially on pricing, that their creativeness and execution were miles above the others. They were our one stop shopping vendor, which was important to us and saved a massive amount of time…The whole experience was one of complete satisfaction.

HALO Branded Solutions provides targeted solutions for promotional marketing needs even with tight turnaround times or a limited budget. Contact a HALO Account Executive to experience one-on-one professional assistance and access to the latest promotional products and designs available.

This entry was posted in Corporate Gifts, Employee Motivation, Promotional Event Marketing, Promotional Products and tagged , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.