Sona Insurance is a modern, independent insurance broker offering a whole new approach — personal, expert, and tailored.
While the business had grown through trusted relationships, it needed to move beyond word-of-mouth to meet 2025 growth targets. Competing on price alone was no longer sustainable.
Sona needed to clearly articulate its value, reach new commercial and property audiences, and build a marketing system that could scale — all without in-house infrastructure, Customer Relationship Management (CRM) system, or previous marketing activity.