Case study on Insurance

Brandgility helps balance the corporate-franchise business model through brand templating

Helping Insurers to
protect their brand

The modern concept of insurance started becoming a part of everyday life in the 18th century. By the early 1800s, both the agent and direct-to-consumer selling models had already taken shape and were part of the commercial landscape.

When the internet entered the mainstream in the mid-1990s, insurance quickly climbed aboard and revolutionized the industry. The revolution began with providing basic company information online and soon turned into self-serve policy access. Moving into the 21st century, the insurance industry further evolved to become the full-service integrated web-and-app platform known worldwide today.

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With the rise of D2C insurance, traditional brokers still play a crucial role in sales. This dual-channel approach led our client, an insurance company, to adopt brand templating for consistency. Technology introduced more competition but also expanded global reach

Optimizing global
brand assets

With the rise of D2C insurance, traditional brokers still play a crucial role in sales. This dual-channel approach led our client, an insurance company, to adopt brand templating for consistency. Technology introduced more competition but also expanded global reach.

The company's rapid growth and diverse customer base demanded adaptable marketing. By using a templating platform, they maintained a strong, unified brand while catering to various languages, cultures, and demographics. This solution empowered both corporate and franchise teams to customize materials effectively in-house.

Customizing while ,[object Object], staying on brand

Customizing while
staying on brand

The insurer sought software with robust localization capabilities to tailor marketing collateral to local audiences, including translations and cultural modifications. Reaching customers in their comfort zones is crucial for promoting service-based products. Since its inception, the insurer has succeeded through targeted marketing and remains committed to personalization.

Rapid response to trends and changing legal obligations was vital. With 18 corporate offices and hundreds of local franchisees across the US, the insurer needed marketing materials that stayed true to their brand across regions and channels. Custom messaging had to fit within branding guidelines, ensuring consistency in logos, fonts, and colors.

Customizing while ,[object Object], staying on brand

Training for independence

The insurer turned to Brandgility to solve cross-company, cross-channel customization issues. The onboarding process went smoothly, with the Brandgility team assisting in setup and providing usage instructions. Once everything was in place and training was complete, the insurer's team took control and managed the platform independently, including implementing it across their franchise community.

Agile templating allowed for agile marketing. Within the first couple of years of employing Brandgility, the insurer forged multiple success avenues. In addition to the localization that drives their business diversity, the team also found versatility in customizing their calls to action. Through digital and print production, utilizing both static assets and dynamic template content, the insurer has used Brandgility to move its business forward while protecting brand continuity.

Training for independence

An innovative connection

Since its inception decades ago, the insurer has embodied innovation and targeting, principles shared by Brandgility. This alignment has fostered a positive relationship since 2019, with the insurer continuously finding new ways to leverage the platform.

By using Brandgility, both corporate and franchise offices stay consistently on brand, no matter how customers interact. The ease of use and brand control has made Brandgility a reliable tool for one of the largest auto insurers in the US.

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By using Brandgility, both corporate and franchise offices stay consistently on brand, no matter how customers interact.

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