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Relationships That Drive Revenue
Eastern Alliance Insurance Is Innovating How They Do Business With Agency Partners
What Zoomifier Solves for Eastern Alliance Insurance
Faster Content Customization
Stronger Agency Relationships
Increased Client Engagement
“Zoomifier supports our ‘digital first’ communication strategy, allowing us to engage effectively with our clients and partners through tailored content and dynamic presentations.”
– Donna Nardy, Director of Marketing
The Solution
Impactful Agent & Client Engagement
Zoomifier enabled Eastern Alliance to shift from dense PDFs to interactive CustomShow presentations, which has directly led to higher client engagement. Clients now find the onboarding process more inviting and even request to share the presentations internally, something that has rarely happened before.
“Zoomifier has completely transformed the way we present. We went from presenting PDFs that felt outdated to presentations that we’re now proud to show off, all while continuing to provide impactful and important information to our clients.”
– Meg Griffith, Manager of Client Outcomes
Ease of Doing Business
Zoomifier has drastically improved the efficiency of creating and delivering Stewardship reports to clients. Previously, the process was slow and cumbersome, involving extensive printing, binding, and shipping and little room for error correction. Now, CustomShow streamlines this process, saving significant time and allowing for flexibility with easy updates and high-quality presentations.
“The ability to change something on the fly with the data updating in the associated links is awesome – historically, we’d have to reprint a stack of books. We can schedule meetings on a shorter lead time because we’re not limited by printing/binding/mailing.”
– Carrie Duncan, Senior Client Outcome Specialist
Strengthens Agent and Client Relationships
Eastern Alliance leverages Zoomifier’s robust slide library to deliver highly personalized content to agents and clients that resonates with their unique needs. This tailored engagement not only strengthens existing relationships, it fosters new ones by creating a more connected and engaged client base.
“I have a very high engagement response by customizing my content and my communication for agents. This helps me develop a strong personal and business relationship with my agency partners.”
– David Cox, Regional Marketing Director
Zoomifier’s ability to track and analyze engagement metrics allows Eastern Alliance to follow up with clients and agents more effectively. This data-driven approach further enhances the company’s ability to coach and motivate agency partners.
“Zoomifier encourages us to intelligently follow up. When we see a snapshot of how our clients engage with our content, it opens up opportunities for more meaningful conversations with our agents and clients.“
– Peggy Steffey-Butler, Marketing Executive
Growing and Innovating
Eastern Alliance uses Zoomifier to drive growth and innovation by delivering more impactful, data-driven presentations that resonate with larger, more complex accounts.
“We are now able to work on larger accounts as we can gather and share data in a more meaningful way with these types of insureds.”
– Meghan Moore, Senior Client Outcome Specialist
With Zoomifier, Eastern Alliance can engage with accounts at scale, positioning them as a forward-thinking leader in the insurance industry and opening up opportunities to expand their market presence.
“It has made our meetings more forward-thinking than historical thinking and has changed the conversations at the table.”
– Layne Beach, Senior Client Outcome Specialist
