How Enterprise Work Management Software Improves Efficiency for Insurance Marketing Teams

In the frenetic insurance marketing space, where compliance is as much a priority as innovation, it’s not always easy to be efficient at managing various campaigns with multiple stakeholders. Enterprise Work Management (EWM) software has been a huge shake up for marketing departments within the insurance sector. With automated workflows, collaboration and compliance, enterprise project management tools allow insurance marketing teams to get great results in less time. On the Aproove blog we take a look at how this technology changes the way these teams work.  

1. Centralized Task Management

There are always moving pieces within insurance marketing — creatives, copy, approvals, timelines… Enterprise Work Management Software aggregates all these efforts into a centralized system with an accurate picture of project timelines, roles and team performance. 

Team members can assign and set priorities with task management tools, so nothing falls through the cracks. Notifications and automated reminders make everyone accountable and avoid time wastage due to late deliveries or forgotten tasks.  

2. Streamlined Workflow Automation

Backend work like setting up campaigns, creating reports, or scheduling posts on social media can take time away from your other work. Insurance management software’s workflow automation removes manual labor by automating them. 

A campaign template, for example, can automatically complete the next step after an action has been completed (eg: send approval email upon uploading a creative). This eliminates unnecessary communication and keeps projects moving along.  

3. Improved Collaboration and Communication

Marketing departments within insurance are accustomed to cross-functional stakeholders such as product managers, legal teams and external agencies. A campaign can go awry when it is not properly communicated, or feedback is not delivered on time. 

Enterprise Work Management Software helps organizations collaborate with an organized point of contact. Team members can post, ask for feedback and collaborate on changes in the platform without the waste of long and confusing email threads. Tools, such as Aproove, that enable real-time commenting and file sharing keep everyone connected and on the same page. 

4. Enhanced Compliance and Risk Management

Compliance for insurance marketers is paramount, as they must abide by strict advertising and communications regulations. If it’s done wrong, the punishment or damage done is huge. 

With approval processes and version control built into Enterprise Work Management Software, compliance is made simple. Marketers can pass pieces through built-in approval workflows where lawyers and compliance teams approve everything prior to publishing. Audit trails keep a detailed trail of modifications which makes it much easier to prove that everything is in order during any audits. 

5. Greater Visibility and Accountability

You need to be open with your marketing team if you’re going to keep them efficient. Managers get to reap the benefits of dashboards and reporting functionalities of enterprise project management tools that give them access to project status, resource use, and bottlenecks. 

Such data lets managers find in efficiencies and rebalance workloads as needed. The same is true for team members who can see what they have been working on individually within the insurance management software and how their work fits into the larger project of the campaign.  

6. Integration with Existing Tools

Insurance marketing departments use a range of tools to get things done in any given day, such as CRMs, email marketing tools and design software. EWM software can be used in tandem with such tools, and the connected ecosystem facilitates easier workflows. 

For instance, when EWM is connected to a CRM, marketers can import customer data into campaigns for individual messaging and avoid data entry. This integration removes silos and creates more unified marketing.  

7. Faster Time to Market

In a competitive insurance market, if you’re the first one on the block with a new campaign or product, that gives you an advantage. Insurance Management software streamlines TTM by eliminating waste and keeping projects on schedule.  

With workflow automation, better collaboration and live updates, campaigns can be completed faster without compromising on quality. Insurance marketers can then respond quickly to market dynamics and customer demands.  

8. Scalability for Growing Teams

Insurance companies need to continuously scale their marketing in order to remain successful. Insurance Management software is built to scale with your expanding teams, for bigger projects, users, and new integrations. 

With flexible modules and licensing plans, the software evolves along with the company and is always there for you as marketing demands grow.  

9. Cost Efficiency

EWM software might cost money up-front but in the long run, you can save a lot of money. Such software decreases manual labor, errors and deadline lapses, which in turn increases productivity. These efficiencies mean lower costs of overhead and better marketing ROI. 

Also, by keeping your company compliant and out of the fine book, enterprise project management tools save you money and time.  

Real-Life Case Study Example: How to Transform an Insurance Marketing Team 

The marketing department of a US insurance provider was creating a national advertisement for a new policy. Prior to the EWM software, the team had sluggish workflows, deadlines and compliance issues.  

They set up Enterprise Work Management Software and developed templates for recurring campaigns, automated approval workflows, and connected the system to their CRM. The result? Time to finish campaigns was 30% faster, compliance errors were reduced and team member satisfaction was increased thanks to fewer stresses and clearer messaging.  

Enterprise Work Management is now a must-have for insurance marketing teams looking to improve their productivity. With the centralization of tasks, automation, collaboration and compliance, EWM software allows teams to focus on strategic projects instead of admin work. 

If you’re an insurance marketer in a changing industry, using enterprise project management tools isn’t just a choice, it’s an imperative. If you’ve got the right insurance management software, these teams can execute campaigns that are both timely and compliant, as well as fresh and effective. 

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