Case Study: CCIG improves client communications by 400% with Foleon

CCIG boosts client communications 400% with Foleon

CCIG, a middle-market commercial insurance brokerage, faced significant challenges during the annual open enrollment period. Their process for creating critical client communications, like employee benefits guides, was hampered by difficult cross-team collaboration, a scattered workflow across multiple tools, and an inability to update content after it was distributed. To overcome these hurdles, they turned to Foleon for a content creation solution.

By implementing Foleon, CCIG consolidated its content creation onto a single platform, enabling smoother collaboration across its Marketing, Sales, and Employee Benefits teams. The solution allowed them to create and, crucially, update content in real-time after publication. This new process led to a massive 400% boost in content production, scaling from 15 to 200 documents created in under a year, which empowered sales and significantly improved the client experience.

CCIG