Prominent Insurance Company Manages Corporate/Franchise
Marketing and Budgeting Simultaneously
Providing its customers with over 100 locations in Texas and with over 500 independent agents, the fast-growing insurance company in the states is committed to providing high value insurance products and financial services with competitive pricing, superior claims handling and excellent customer service.
As the company grew so did its need for more offices and employees in more varied locations. As the leasing company opened more and more franchises and acquired more independent agents, it was necessary to put into operation a marketing storefront where corporate offices, franchises, and agents could access and order marketing products on demand. In addition, it was important to keep branding intact and consistent across the board.
Because the corporate stores operate separately from its franchise stores, marketing executives need a marketing storefront that could allow the company to operate using multiple budgets, as well as supervise branding, and control what users could see, modify, order, and spend.
Now with Argosy
Argosy was able to provide a consolidated platform with all marketing assets under a single storefront. Franchises, field agents, and other employees can easily access, personalize, and order marketing materials on demand.
Argosy Provides Simplistic Print on Demand Solution
As an included bonus to the streamlined system, Argosy gave franchises and field agents the ability to make an impact at the point of sale. Argosy’s personalization engine allows field agents to customize marketing pieces with personalized messages, images, discounts, and price points. The ability to engage existing customers and prospects with tailored marketing pieces dramatically increased response rates and sales in no time and with little work to be done on the backend by employees.
Argosy’s branding controls ensures corporate branding and legal compliance is always met as well. Marketing managers utilize Argosy’s branding controls to dictate which elements can be modified so that components such as logos, taglines, images, and/or other variable data can be locked down to gain control of what marketing materials look like and communicate.
Argosy Solves Budgeting Complexities
Argosy even allows corporate and franchisee personnel to access the same storefront while operating on different budgets. Based on log-in information, user spending is linked and deduced from a linked account. With Argosy, marketing managers can set spending limits by user, user-group, product, or multiple combinations of all. These limits can be combined with quantity thresholds or different time frames to ensure the storefront is aligned with the company’s goals. Once the stipulations are in place, the Argosy system runs itself, leaving more time for agents to communicate with new, existing, or potential clients.
For example, when field agents hit spending thresholds, orders are automatically put on hold until they are approved by an approving manager. This in turn allows marketing managers to better control spending and make sure users are not exhausting marketing budgets.
Argosy’s superior reporting allows the client to track spending, product demand, and operating costs. All reports are in real time and customizable so the company can manage data and track specific lines of marketing products without having to wait for reports to be compiled. As another perk, personnel can automatically distribute reports via email on a schedule they control, such as weekly, monthly, or quarterly reports.
Argosy Offers Effective User Controls
Argosy gives the insurance company the ability to strictly manage user privileges. Based on user log-in information, Argosy automatically knows what products users can view, what elements can be personalized, and how much can be spent per user.
Additionally based on log-in information, Argosy distinguishes what items to display, a complex bonus to the system made easy. For example, Argosy displays training programs and store management manuals to corporate users, and it displays sales sheets and product flyers to sales representatives. In addition, Argosy knows who and what elements can be customized on each print item. Argosy’s branding controls allow marketing managers to lock down images, graphics, and text, ensuring corporate branding is maintained.