Local Brand X Marketing Portal at Insurance LV 1871: Individual Branding for Brokers

LV 1871 starts the new year with a marketing portal from Local Brand X for individual branding of brokers. The already innovative insurance company, which specializes in disability, life and pension insurance, heads towards digitization with the new marketing portal of sales processes. The marketing portal created specifically for LV 1871 includes an “online shop” and the core “myPDF”. Here, the business partner can compile their consulting documents individually and digitally, including a personalized final page with their logo, photo and contact details. The individualized document can simply be saved or sent by e-mail. In addition, back office staff and (in future) agents can order business cards, furnish their shop windows and offices, and choose giveaways for customers.

Customer is king and customer prefers a personal approach

The attached myPDF module supports the work of business partners in the long term. With the module provided by Local Brand X, every business partner has the free choice of documents and information sheets before a customer appointment, which precisely tailored to the customer's needs can be put together — also personalized! After a business partner has selected the desired documents, he can finally add his and the customer's personal data. Optionally, these can of course also be sent to the customer immediately by email.
myPDF enables business partners in the field to individually prepare for the needs of customers and thus address the customer's requirements in a targeted manner. This creates a whole new type of customer loyalty.

Welcome to the world of marketing automation

With the following services, Local Brand X supports LV 1871:

• Provision of a marketing portal for improved order workflows
• Development of a consistent portal layout
• Integration of interfaces (e.g. single sign-on)
• myPDF module for a personalized compilation of the desired documents with just a few clicks
• Web-to-print for customizable marketing and sales documents

The Local Brand X team is certain: LV 1871 is ideally positioned for an automated and digitalized world of sales support.

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