searching for a Through-Channel Marketing Automation (TCMA) solution to support increasing demand from agents for local
CASE STUDY:
Leading Insurance Carrier Integrates Through-Channel Marketing Automation (TCMA) and Market Development Funds (MDF) Management For Over 10,000 Agents THE CHALLENGE / An industry leading insurance company serving millions of customers was searching for a Through-Channel Marketing Automation (TCMA) solution to support increasing demand from agents for local marketing tools, an easier method to manage and facilitate market development funds, and help meeting its growth objectives. This insurer noticed a marked increase in marketing support and MDF requests from its direct and indirect agents that its marketing department could no longer support. Agents needed improved lead management and marketing resources, as well as a process that would make it easier for agents to participate, and ultimately drive sales. The internal system was highly manual and inefficient. The process offered little or no visibility and agents often created their own marketing materials leading to brand integrity issues. All this undermined a business strategy that called for rapid growth over five-years.
D ATA - D R I V E N C H A N N E L O P T I M I Z AT I O N
CASE STUDY: INSURANCE THE SOLUTION / Through-Channel implemented an integrated TCMA and MDF solution in one easy-to-use, best-in-class branded portal. The branded portal provides tools for developing local customized marketing and fulfilling marketing and MDF requests (claims and reimbursements), and is backed up with friendly and efficient customer support. With the Through-Channel solution, the insurance company could scale its marketing support according to its needs. The solution supports agents with an “Agency on their desktop”, enabling all necessary tools for customizing and deploying local marketing tactics that meet brand guidelines. It also streamlines the MDF reimbursement process by offering pre-approved marketing templates to the agents. Agents are able to send out communications in multiple channels and utilize their funds directly online, providing for little or even no “out-of-pocket” costs for the activities. The Through-Channel platform provides marketing analytics along with full transparency on all MDF spending for the company. Upon launching the branded portal the company began seeing improvements in efficiencies, communications, participation and marketing efforts right away. The solution greatly simplified the ordering and management of marketing collateral and direct marketing campaign materials for over 10,000 field agents.
THE RESULTS / The solution enabled the company to: + Increase agent participation across all channels + Increase lead generation + Streamline MDF reimbursement + Control brand compliance and local market messaging + Meet or exceed its growth objectives over the last 8+ years + Support their agents with better lead distribution and marketing analytics
“It has made it easier for me to locate the information I need.” – Agency Insurance Center
“The ready-made print ads that I can customize myself have been awesome. Saves so much time and thought process. I love this!” – Independent Insurance Agency
“Provided me with information on products as well as promotional materials for display” – Chattanooga Insurance Agency
To learn how we can customize a program to meet your company’s needs, simply visit: through-channel.com / call (866) 803-7304 / or email
[email protected].
