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Customer Story / Insurance
Eastern Alliance Is Innovating How They Do Business With Agency Partners
Eastern Alliance moved from dense PDFs to interactive CustomShow presentations, which has led to higher client engagement. Clients find onboarding more inviting and even ask to share presentations internally, something that rarely happened before. The same content also strengthens how they do business with agency partners.
Relationships that drive revenue: faster content customization, stronger agency relationships, and increased client engagement.
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From dense PDFs to interactive CustomShow presentationsClient Outcomes content that teams are proud to present
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Clients share presentations internallyOnboarding feels more inviting, something that rarely happened before
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Personalized content for agents and clientsA slide library that strengthens existing relationships and helps create new ones
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Follow up, coach, and motivate agency partnersEngagement data shows what clients and agents respond to
The Challenge
Great expertise. An outdated way of delivering it.
Eastern Alliance's Client Outcomes team works with sophisticated insureds who expect more than historical reports and static documents. Much of that valuable data and expertise was still being delivered through dense PDFs and printed stewardship reports.
Those presentations did not match the quality of the work, and they were slow to change.
Presentations didn't reflect the quality of the work
Traditional PDFs made the experience feel dated, particularly when presenting to larger, more sophisticated accounts. The content was valuable. The format was not.
Stewardship reports left little room for error
Creating stewardship materials meant printing, binding, and shipping entire document sets. A late change could mean starting over. Even small updates created unnecessary work and longer lead times before meetings.
Agency partners needed content they could actually use
Eastern Alliance needed a faster way to personalize presentations for agents and clients, so the same expertise could strengthen existing relationships and help create new ones.
The Transformation
From dense PDFs to interactive CustomShow presentations.
Eastern Alliance moved its Client Outcomes story into Zoomifier. Teams now build interactive CustomShow presentations from a shared slide library, personalize them for each agent or client, and update them without reprinting an entire deliverable.
That shift has led to higher client engagement. Clients find onboarding more inviting and even ask to share presentations internally, something that rarely happened before. CustomShow also saves time and allows updates on the fly.
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.
Easier for the Team
When content becomes easier to change, the entire sales process moves faster.
The transformation wasn't only visible to Eastern Alliance's clients. It changed the work behind the scenes.
Stewardship reports used to mean printing, binding, and shipping, with little room for error. A late change could mean reprinting a stack of materials. CustomShow saves time and allows updates on the fly, so teams have more flexibility and can schedule meetings on a shorter lead time.
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.
More Personal for Agents
The right content creates stronger relationships.
Eastern Alliance's teams use a slide library to create highly personalized content for agents and clients. They tailor what they share based on the agent, client, account, and conversation, without starting over every time.
That personalization strengthens existing relationships with agency partners and helps foster new ones.
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.
Smarter After the Meeting
Know what happened after you hit send.
For most sales teams, sharing a presentation is where visibility ends. For Eastern Alliance, it's where another layer of the conversation begins.
Engagement data helps teams follow up with clients and agents, and it is also used to coach and motivate agency partners. Those signals create a reason for a more relevant next conversation.
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.
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A client engages with what you sharedContent opens, revisits, and forwards
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You can see where the interest isEngagement points to what matters
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You follow up, coach, and motivate agency partnersA more relevant next conversation
The Business Impact
Better content helped Eastern Alliance drive growth and innovation.
The biggest impact wasn't simply replacing PDFs. Data-driven CustomShow presentations help Eastern Alliance share more meaningful information with larger, more complex insureds.
Teams can engage accounts at scale, and meetings feel more forward-thinking than historical. That has changed the conversations at the table.
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.
It has made our meetings more forward-thinking than historical thinking and has changed the conversations at the table.
A Digital-First Approach
A digital first communication strategy with clients and partners.
For Eastern Alliance, Zoomifier supports a digital first strategy. Tailored content and dynamic presentations help the company engage clients and partners more effectively.
Zoomifier supports our 'digital first' communication strategy, allowing us to engage effectively with our clients and partners through tailored content and dynamic presentations.
For Insurance Teams
See How Zoomifier Empowers Your Agency Partners to Drive More Business
Your team already has the expertise. Zoomifier helps insurance organizations turn that expertise into interactive CustomShow presentations sellers can quickly personalize, present, and share with agency partners.
Faster content customization. Stronger agency relationships. Increased client engagement.
