The insurance and financial services industry can be a complex matrix of rules, regulations, and legal intricacies. Throw brand compliance into the mix, and the need for a solid local marketing plan grows urgent.With eight out of 10 agents citing lead generation as their biggest hurdle, you need to take action. Our tools and technology are designed to be flexible for each individual agent, to better serve their customers while protecting your brand name.
Legal compliant marketing materials
Marketing in a highly regulated industry demands that your marketing message is both brand and legal compliant.Our integrated marketing suite was developed with regulations and other complex approval rules in mind. Our tools enable corporate marketers to feel confident that their marketing execution will not only be highly effective, but also compliant. Over half of the top 10 Insurance Carriers and several of the largest banks in the world using our platform.
1 to 1 support models
Your agents may not have time to learn marketing best practices in addition to all their essential duties of running their business.Local partners need to feel comfortable that they are making smart and effective marketing decisions. Our platform makes marketing simple and effective through package marketing execution solutions. Dedicated local marketing consultants help provide 1:1 training and support.
Financial services consumers are making highly considered purchases and only 10%-20% of the market might be actively shopping at any given time. This makes lead generation and measurement from marketing programs critical.We provide detailed reporting at the corporate, agent, and branch levels. By measuring all lead sources including trackable phone numbers, lead forms, and quotes, we help you understand the right call-to-action and tie those actions to marketing activities.
Top insurance company cuts through competition with integrated marketingFortune 500 insurance company needed a platform that could operate within the complex matrix of the insurance industry. They needed branded marketing materials to support products, policies, and legal requirements available to 14,000 agents in all 50 states, while managing co-op funds and generating impactful results. Through a mix of branded marketing assets, personalized digital solutions, and strategic local media buys, the client has maximized local marketing results.
annual local agent media buys
co-op funds managed annually
growth in digital spend
spike in quote traffic