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Creative Workflow Management for Insurance

Protect your brand, meet compliance requirements, and increase profitability by streamlining your creative production process.

Creatives at insurance companies face increasing demand for content. Unfortunately, many of these teams are stuck using outdated legacy tools. In many cases, requests for creative work come from multiple departments or independent agents. A creative workflow solution can help creative teams at insurance companies turn projects around quickly while maintaining security standards and compliance requirements.

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Meet Market Demand While Ensuring Compliance

Get creative assets out the door quickly while ensuring and maintaining an audit trail of approvals.

  • Proof routing templates ensure that every proof is reviewed and digitally signed-off on by all the necessary reviewers.

  • Version control, audit trails of feedback & sign-offs, and unique job numbers increase accountability and helps your team prepare for audits, such as DOI audits.

  • Easily ensure any regulatory or legal compliance requirements with required approval steps.

  • Build Compliance Reports so that the compliance team can verify that all proofs go through the correct routing, review and approval compliance protocol.

Share Work Securely

Protect your work and your brand by controlling what clients see, while working securely in the cloud.

  • Unlimited reviewers and requesters see only what you want them to see, protecting confidentiality and trade secrets.

  • Track the status of all proofs to see returned feedback or reviews still pending.

  • Work securely in the cloud with User Authentication, Single Sign On (SSO), and SSL encryption on all uploaded files.

  • Secure Review Access and Secure Review Submission ensures that only authorized users are able to review and sign-off on proofs.

Collaborate Seamlessly Across and Within Teams

Whether your team receives project requests from the marketing team or individual agents, streamline project intake and collaboration to keep the ball in motion.

  • Customized intake forms enable the creative team to make sure they have all the needed materials to complete a project.

  • Traffic managers can review project requests before assigning and applying project templates.

  • @ mentioning and in-app & email notification keep everyone in the loop at the project, task, and proof level.

  • Automated proof routing makes sure all the right people review and approve proofs in the correct order.

Turn Projects Around Faster

Hit critical deadlines like Open Enrollment or major sales seasonal campaigns.

  • Custom intake forms get the creative team everything they need on the first submission.

  • Streamlined, efficient project management speeds up projects to avoid delays and confusion from inefficiency.

  • Online Review and Approval allows reviewers to submit feedback quickly and easily.

You’re only one click away from empowering your team with a better workflow!

Let us show you the details.

“We needed a new solution to accommodate our complex routing requirements for content approval, as well as improved accountability with project status tracking. Our creative team can now spend less time manually routing proofs, and all our feedback is collected in one place.”

BlueCross BlueShield of Vermont