Finance, Insurance & HR Solutions

Finance, Insurance and HR Solutions

Regulation, economic and political changes all have implications on fintech, insurance and software companies with financial-specific solutions. The right communications strategy and flawless execution are needed to stand out in the industry.

We have developed comprehensive thought leadership for EPIC, a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm, across a range of topics such as employee benefits, cyber security, OSHA, transportation and more. For Leeyo- now Zuora- we designed their web site and have developed positioning for how the company helps its clients address the new ASC 606 revenue recognition standards, wrote white papers and contributed articles and ensured they were getting covered in business, trade and vertical press. We also launched Decisely, a benefits and HR platform, working with executives on all aspects of their company launch, including brand strategy, positioning, communications plan development and media relations, securing an exclusive story in The Wall Street Journal.


Applications for these sectors are far reaching including ASC 606 revenue recognition, employee benefits, cyber security and risk management, targeted to a variety of industries such as communications, construction, education, healthcare, life sciences and oil and gas to name a few.

Case Studies

EPIC Insurance Brokers and Consultants

Positioning an Insurance Brokerage and Consulting Firm as an Industry Thought Leader

“Working with the Tanis team to refine Leeyo’s brand positioning and refresh its website was a great experience. They brought fresh, new ideas that have really helped to propel our company forward and elevate us above the competition, and won a Stevie in the process. I’d highly recommend Tanis to anyone wanting to take their brand’s story to the next level.”
Rebecca Cavagnari
Vice President of Marketing, Leeyo
“Tanis has become an extension of our own team and is a vital partner in our ongoing marketing efforts. They were new to the insurance business when we engaged them (part of why we selected them – we wanted something fresh and unique, that challenged our own beliefs and preconceptions) and they proved to be quick studies; smart, honest and capable advisors; and extremely effective professionals. Not to mention a team of great people. No BS. Just commitment and results. I endorse them without reservation.”
Dave Hock
Senior Vice President of Marketing and Communications, EPIC Insurance Brokers and Consultant

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