Inefficient marketing processes created challenges for a major property and casualty insurance company, including agent confusion, wasted time, and increased overhead. But with Ansira’s centralized platform, the company was able to consolidate resources and streamline processes.
The challenge
Complex marketing processes created inefficiencies
A major property and casualty insurance company faced significant challenges in how local agencies accessed and managed marketing materials and operational items. The organization relied on four separate platforms to provide the resources agencies needed to operate and market their businesses. Local agents often struggled to remember which platform to access for specific materials, creating confusion and inefficiencies.
In addition to the challenges faced by local agencies, the corporate team was burdened with managing multiple vendor platforms, resulting in increased technical and administrative overhead. This fragmented approach consumed valuable time and hindered the ability to provide seamless support and maintain competitive vendor pricing.
The solution
A single solution streamlined processes and boosted efficiency
To address these challenges, the insurance company consolidated its offerings into Ansira’s NextGen platform. The new platform provided local agencies with one centralized hub to access all necessary materials and items, streamlining processes and eliminating the need to navigate between multiple systems.
Key features of the solution included:
- Vendor integrations: The insurance company could seamlessly integrate with eight different vendors, with the flexibility to add more in the future. Each vendor supplied a unique set of items and marketing materials, all accessible within a single platform.
- Streamlined ordering process: Insurance agencies could now search, view, select, and order a variety of materials in one session. This included direct mail programs with list-scrubbing capabilities, annual program opt-ins with scheduled deliveries, and stationery orders shipped directly to agent offices.
- Simplified support: A unified support center was established to handle all inquiries related to the platform, replacing the need for agents to contact multiple vendors for assistance.
- Corporate funding integration: Corporate funding was directly applied to orders where available. Agents only paid out-of-pocket for any remaining balance, eliminating the need for reimbursement processes.
- Enhanced reporting: Built-in reporting tools allowed corporate teams to monitor activity, analyze trends, and implement ongoing improvements to the platform and its offerings.
The transition to a single, centralized platform transformed how this major P&C insurance company supports its local agencies, streamlining access to materials and simplifying processes. The platform delivered significant cost savings by reducing the time spent placing orders by consolidating multiple orders into one session. In addition, the company achieved year-over-year cost reductions for materials by maintaining competitive pricing across multiple vendors on the platform.
Other improvements included:
- High adoption rates: 99% of agencies adopted the platform and began using it regularly, demonstrating its ease of use and effectiveness.
- Improved support metrics: Following the initial year of change management, support requests decreased by over 30%, while Customer Satisfaction (CSAT) scores for support consistently remained in the 90s. The live answer rate also exceeded 90%.
With the success of the platform, the organization is now exploring the addition of further vendors to continue expanding the offerings and enhancing the user experience.
