Personalization at Scale: Code Manipulator
Using the code manipulator, advisors, brokers, and enterprises can customize their websites on top of predefined templates to be personalized to them. Every advisor is unique and thus their digital presence is as well. Digital experiences that drive and build agents’ online brand and reputation are key to succeed long term within the insurance and wealth industry.
The code manipulator replaces having to consistently go after the website management teams to change writing or images on your website. If everyone can use a code manipulator, they can easily access and make any changes to a .css file when collaborating with engineers or developers or building out their designs. Not only does having a code manipulator allow you to make these changes, but the code is presented in a simple way that minimizes the chance of introducing errors into the file.
Analytics: Useable Data Points
We understand that advisors and brokers don’t have the time to analyze data, and they aren’t digital marketing professionals. Our analytics don’t just give agents numbers on a page that are hard to understand, but they give the backstory the data is trying to convey to users. Our out of the box analytics within Digital Agent keeps it simple and to the point, focusing on four main areas:
a) Reach: What has been the audience reach and impact of the website?
b) Engagement: How many visitors engaged with the website? What did they like?
c) Conversion: How many leads were converted in terms of form submissions, mail subscriptions, etc.?
d) Compliance: Gives the advisor an overview of the status of items approved or rejected by compliance.
Examine and track performance with easy-to-use and consume data on the areas agents care about most.
Email Campaign Manager: Campaign Creation Wizard
Engaging with the audience beyond just a website is important. The Campaign Creation Wizard makes embedding articles into their emails and newsletters, simple. In a few clicks, advisors and enterprise marketers can leverage blog articles and updates on the website to be embedded right into their email campaigns. This saves a lot of time.
Additionally, the ability to segment an audience and then send them related content specific to them is invaluable. Building trust and credibility with your audience is done through personalization and specified content. Create an individualistic experience to cater to everyone through segmentation. We took the time so that you wouldn’t have to.
Compliance Flow: Time Saver & Efficiency Provider
We have a built-in, easy-to-use compliance flow tool inside Digital Agent making compliance easy with the click of a button. All agents can submit content to your compliance team with an automated inbuilt compliance flow. Eliminate traditional and slow-moving email-based compliance processes.
In addition to one-click approvals and revision history, the platform features the delegation capability feature that’s intertwined with the highly useful out-of-office feature. The out-of-office feature allows you to delegate your list of compliance items to somebody else. Revision history enables you to capture and see all revisions done by the author of the content piece across several iterations. Reduce the risk of misunderstandings, improve productivity, increase publication and reduce wasted time.