Insurance and Financial Services

Can your agents, brokers and advisors compete? To win customers in the highly competitive insurance and financial sectors, they need to combine sophisticated marketing tactics with traditional relationship building. How do agents, brokers and advisors increase their marketing reach without taking time away from customers?

SproutLoud’s Local Marketing Automation software solution is the key.

Distributed Marketing for Insurance and Finance

Local Marketing Automation for Agents, Brokers and Advisors

Local Marketing Automation Ignites Engagement and Sales

Evolve

Smart Agent Marketing Software


SproutLoud’s Local Distributed Marketing Platform changes the way you go to market with agents, brokers and advisors:

• End users can localize marketing with a few clicks and reduce customization requests

• Rules-based campaign engine gets more assets into market faster

• Smart Ads update legal disclaimers automatically based on region and product

Accelerate

Funds
Management


Get advertising funds to agents, brokers and advisors immediately while improving visibility and control:

• Attach funding directly to campaigns to influence behaviors

• Synthesize the management of funds and campaigns in one solution

• Native business intelligence, easy-to-access marketing analytics dashboards, and end-user marketing attribution data empower you to invest in what works

Ignite

Success Management for Agents, Brokers and Advisors


Getting end users engaged is the name of the game:

• SproutLoud 20/20 is a turnkey marketing research program designed to help your company replicate high-performing behaviors among your end user network

• User Ignite provides the expertise and exceptional customer service needed for custom marketing plans

• An ecosystem of 100+ Marketing Service Integrations ensures campaigns are executed flawlessly using your vendors or ours

Pre-Built Marketing Stack for End Users

Asset Creation

Marketing Tactic

End User Training

Marketing Vendors

Marketing
Concierge

Campaign
Enrollment

Campaign
Approvals

Instant Co-Pay, Co-Op Marketing Funding and Reimbursements

Funds Management

Local Execution

Marketing Analytics

Agents, Brokers and Advisors Going Rogue

Is it easier for users to run their own campaigns? Complex brand guidelines often take agents, brokers and advisors away from their customers. SproutLoud’s Local Marketing Automation software solution makes marketing simple with a point-and-click experience and rules-based automation to get more campaigns to market faster with less cost.

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End Users Not Participating in Campaigns

About 50% of end users participate in their brand’s preferred local marketing campaigns. With SproutLoud, your agents, brokers and advisors get digital scorecards, custom marketing plans and a Marketing Concierge™ to do all the heavy lifting for them.

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End Users Not Participating in Campaigns

About 50% of end users participate in their brand’s preferred local marketing campaigns. With SproutLoud, your agents, brokers and advisors get digital scorecards, custom marketing plans and a Marketing Concierge™ to do all the heavy lifting for them.

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Lack of Analytics

With SproutLoud’s Local Marketing Automation software, all local campaign execution occurs in a controlled, measurable environment. This allows your brand to invest in what’s working to improve efficiency of spend.

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No Connection between National and Local Campaigns

Connecting your national campaign to local advertising with a CTA specific to your end users is crucial. SproutLoud uses rules-based automation so only current ads are available to end users, and your message is clear from National TV to Local PPC.

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No Connection between National and Local Campaigns

Connecting your national campaign to local advertising with a CTA specific to your end users is crucial. SproutLoud uses rules-based automation so only current ads are available to end users, and your message is clear from National TV to Local PPC.

Learn More ›

Complex Legal Disclaimers by Product, Agent and Region

Insurance and financial services are among the most regulated industries. That is why every product or service, in every state, has to have its own customized legal disclaimer. SproutLoud uses data-driven customization to auto-populate legal disclaimers that are tailored to specific agents, brokers, advisors, markets, services and products.

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Too Many Customization Requests from End Users

Insurance and financial services companies that use manual processes to customize advertising for local end users typically face serious challenges with brand compliance. SproutLoud creates dynamic templates that are pre-set with brand-compliant options, which end users can easily use to customize local ads. No need for email requests, ad agencies, nor lengthy approval processes.

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Too Many Customization Requests from End Users

Insurance and financial services companies that use manual processes to customize advertising for local end users typically face serious challenges with brand compliance. SproutLoud creates dynamic templates that are pre-set with brand-compliant options, which end users can easily use to customize local ads. No need for email requests, ad agencies, nor lengthy approval processes.

Learn More ›

Recently, a leading insurance and financial services company was in the market for a significant upgrade in distributed marketing solutions. Their previous local marketing platform lacked highly complex template customization, offered...

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