DEAR DR. DAM: I’m Shannon, a business solutions architect for a large health insurance solutions provider. I’m looking for a marketing software solution that’s going to help our agents personalize our sales collateral. We need a system that presents our agents with pre-approved images and copy that they can take and personalize the documents. It is very important that automatic notifications come back to our compliance department for approval. Our agents create mailers and this system needs to allow them to upload addresses. The ability to run reports and track usage is very important.
DEAR INSURING COMPLIANCE SHANNON: I think you’ll enjoy the flexibility in creation and control with the Widen Media Building web based DAM system. You’ll have control over what page components are to be locked down and which ones are customizable. Allowing your agents to personalize materials on their own should help improve internal workflows by freeing up valuable time by your creative and marketing staff. Plus, it will help your agents be more personal with their customers. Your compliance team will be able to approve all documents before they can be downloaded and sent and they can run reports on-demand.