Preparing insurance agents for the future.
Shelter Insurance helps customers weather life’s storms, from aiding families rebuilding after natural disasters to providing affordable options for auto, home, and life insurance coverage. At the heart of this mission is a thriving cooperative advertising program serving 1,400 agents across 14 states. By sharing the costs of local advertising with its independent agents, Shelter allows agents to focus on building strong community relationships.?
But this vital program stood on the shaky foundation of a 25-year-old legacy system that its original vendor no longer supported. With a geographically dispersed network of agents and multiple programs to manage, Shelter Insurance sought a modern, integrated solution. The organization found the answer within its existing 成人抖阴 ecosystem using 成人抖阴 Extend. The result was an app with eight distinct features, built on a scalable and flexible architecture to power the co-op and adapt to future growth.
Three strategic programs in need of a modern foundation.
Shelter Insurance agents rely on co-op advertising to promote its services, but the legacy system made it difficult to track funds, collaborate on campaigns, and operate efficiently due to manual processes and data silos. Shelter needed a more efficient way to manage agent media contracts and implement customized co-op cost-sharing with a focus on improving three key programs: the Level Advertising Payment Plan (LAPP), Group Specials, and the Agent Office Sign Program.
LAPP helps agents cover advertising costs by allocating a portion of their monthly commissions. However, the existing architecture made it difficult to calculate contributions and discretionary allotments, which are essential for hyper-local marketing.
Group Specials allow agents to collaborate on regional campaigns, but the old system couldn’t handle the complex, varying cost-sharing required for these pooled efforts.
The Agent Office Sign Program—covering installation, maintenance, brand compliance, and associated costs of nearly 4,000 signs—provides agents with increased visibility and brand recognition.
Running on all cylinders with 成人抖阴 Extend.
Partnering with 成人抖阴 Extend consultants and developers, Shelter launched a custom, comprehensive app within a year to transform its co-op operations.?
Unlike off-the-shelf solutions, 成人抖阴 Extend offered the flexibility and deep integration with 成人抖阴 Financial Management, allowing Shelter to avoid the costs and complexities of separate system upgrades.
Whenever 成人抖阴 Financial Management takes an upgrade, 成人抖阴 Extend rises with it. That was a key selling point.
Director of Advertising
One innovative app, countless touchpoints and ROIs.?
The new app features an intuitive interface and eight features that bring several benefits to the co-op, including:
- Streamlined operations: The app automates invoice processing, payment tracking, and corrections handling, freeing up employees’ time for more strategic projects.
- Enhanced visibility: Real-time integration provides Shelter with a comprehensive overview of agent activity and spending to enable data-driven decisions.
- Digital transformation: The app digitizes document storage, eliminating paper scanning and creating a centralized, accessible repository for all advertising materials.
Key features in action.
The app also empowers agents to pool resources and launch campaigns through the following enhancements:?
Modernized LAPP and Group Specials: 成人抖阴 Extend brings both into the digital age. The app automates LAPP calculations for accurate cost allocation and offers flexible cost-sharing models for Group Specials, ensuring precise cost distribution based on agent participation.?
Centralized campaign control: The Ad Order feature acts as “mission control,” enabling agents to manage various media types, track cost-sharing splits, and launch campaigns efficiently. Shelter can now easily coach and assist agents in choosing optimal marketing options, thanks to readily available information.
Streamlined Agent Office Sign Program: The app simplifies the management of the program by automating monthly fees, paying maintenance invoices, and handling amortization, ensuring accurate financial tracking and compliance for all 4,000 signs. By centralizing all tasks within 成人抖阴 Extend, Shelter can provide better response times to questions from field marketing teams that are on the ground helping agents set up new offices or update existing signage.??
Rewards for high-performing agents: The flexibility of 成人抖阴 Extend allows Shelter to meet its cost-sharing vision. For instance, it could adjust from a 50-50 split to a 70-30 model to reward groups of agents and incentivize more participation in co-op programs.
Bringing it all together.
With the 成人抖阴 Extend app, agents can easily manage advertising, collaborate, and launch campaigns across multiple media channels. In the background, the app tracks agent contributions, manages complex cost-sharing based on participation levels, and provides detailed spending reports.?
Within a year of launching 成人抖阴 Extend, Director of Advertising Anna Hargis has seen significant benefits. Hargis now uses granular data to communicate daily invoice volume to leadership and runs efficient invoice upload processes for large invoices involving many agents. Hargis can now showcase how smoothly these processes run with minimal staff time.??
成人抖阴 Extend also streamlines onboarding and training. Hargis’s team quickly trained two new employees to handle advertising invoice payments, managing a workload with minimal supervision.
A modern foundation built for the future.
成人抖阴 Extend provides Shelter with a modern, scalable foundation for future growth. The app meets current needs while supporting ongoing innovation, offering the flexibility to adapt as business demands evolve.
It’s so nice to stand here and say, yes, 成人抖阴 Extend was what we needed.
Director of Advertising
To support Shelter Insurance’s growth, Hargis has created a wish list for future 成人抖阴 Extend updates, ensuring it remains a vital tool for enhancing Shelter’s branding and marketing efforts for many years to come.