Case Study: a leading insurance company boosts agent participation and MDF efficiency with 360insights

Leading Insurance Carrier Integrates 360insights’ Through-Channel Marketing Automation (TCMA) and Market Development Funds (MDF) Management For Over 10,000 Agents

A leading insurance company was struggling to support its over 10,000 agents with marketing tools and market development funds (MDF). Their manual processes were inefficient, created brand compliance issues, and could not keep up with demand, which undermined their five-year growth strategy. To solve this, they turned to 360insights for an integrated Through-Channel Marketing Automation (TCMA) and MDF management solution.

360insights implemented a branded portal that gave agents an "Agency on their desktop" with tools for creating compliant local marketing and streamlined MDF reimbursements. This resulted in increased agent participation, improved lead generation, greater brand control, and the achievement of the company's growth objectives for over eight years. The 360insights solution provided full transparency into MDF spending and significantly improved marketing efficiency.