Case Study: Lockton achieves fast, on-brand custom presentations with Seismic LiveDocs

Provides automation for sales to quickly create personalized presentations

Lockton, the world’s largest privately owned independent insurance brokerage (headquartered in Kansas City, MO with 6,000+ employees), struggled to assemble PowerPoint decks from a large library—80 core slides and 800 tactical slides—because building custom, personalized presentations was manual, time-consuming, and overloaded the marketing team while risking inconsistent branding and compliance. To address this, Lockton partnered with Seismic and adopted Seismic’s LiveDocs® technology.

Using a pick-and-pack slide strategy powered by Seismic’s LiveDocs®, sales reps now compile custom presentations via a LiveDocs® form that pulls account profile fields, while marketing retains full version control to keep content on-brand and compliant. As a result, every rep can quickly access the core deck, add and reorder topical tactical slides to produce high-quality presentations, reducing marketing’s manual workload and ensuring consistent messaging and branding across the organization.

Lockton