Case Study
How an Insurance Brokerage Network Enhanced Local Marketing with iCanMarket
Challenge
A regional network of independent insurance brokers operating under a shared brand across multiple provinces needed a better way to manage local marketing. While brokers operated independently, the head office was responsible for maintaining brand consistency and compliance. The key challenges included:
1. Inconsistent Brand Use – Brokers created their own materials, leading to mixed messaging and off-brand communications.
2. Manual Approval Bottlenecks – All content required head office review, creating delays and overwhelming the corporate team.
3. Compliance Risks – Without a centralized system, it was difficult to ensure disclaimers and regulatory language were used correctly.
4. Lack of Personalization – Brokers couldn’t easily tailor marketing to local markets or client segments, limiting campaign effectiveness.
Solution
To solve these issues, the network rolled out iCanMarket across its broker locations. This self-serve platform enabled each broker to customize and execute local marketing campaigns using pre-approved materials, all while protecting brand integrity and reducing operational burden. Key features included:
✅ Brand-Controlled Templates – Head office uploaded branded templates for brochures, flyers, emails, and postcards—all with locked-in design and regulatory elements.
✅ Local Customization – Brokers could personalize campaigns with local contact details, service specialties, or region-specific messages without needing design skills.
✅ Fast, Compliant Distribution – Campaigns could be launched via print or digital channels directly from the platform, ensuring all materials included proper disclosures and language.
✅ Flexible Print Options – Brokers had the choice to order printed materials through a central facility or download print-ready files for production at a local shop.
✅ Minimal IT Involvement – The platform was ready to use quickly with little to no need for internal technical resources.
Results
🛡️ Improved Compliance – All broker marketing now included the proper legal and regulatory content, dramatically reducing compliance risk.
📢 Stronger Brand Consistency – Materials across all locations aligned with national branding, reinforcing client trust and professionalism.
🚀 Campaign Turnaround Time Cut by 60% – Brokers were able to create and deploy campaigns in a matter of days, rather than waiting weeks for approvals and design support.
📈 Increased Local Engagement – Personalized messaging helped brokers see higher response rates and build stronger relationships within their local communities.
👥 Scalable Support – Head office reduced inbound marketing requests by over 50%, allowing the team to focus on broader initiatives.
Summary
iCanMarket gave this insurance brokerage network a practical, scalable solution for managing local marketing.
With iCanMarket, they were able to:
– Ensure regulatory compliance across all broker communications
– Deliver consistent branding without stifling local voice
– Reduce campaign development time and workload on central teams
– Empower brokers to market more effectively in their own communities
By centralizing tools and decentralizing control, iCanMarket helped this insurance network balance brand oversight with local agility—while driving better results for everyone involved.
