Insurance agents, brokers and financial advisors need to stand out in a highly competitive market.

You’re tasked to execute creative, modern marketing campaigns while also focusing on conventional one-to-one relationships with clients and prospects. The IRIS GearBox platform makes it possible for insurance and financial services companies to equip their local professionals to leverage your brand and grow their practice, all while navigating compliance and legal regulations.

Generate local leads with marketing that complies with brand standards and legal regulation.

Marketing in your industry is strongly regulated. You require that your local office promotions are both brand and legal compliant. Our IRIS GearBox technology was designed to enable you to confidently customize your marketing programs, so local campaigns are both compliant and effective – leading to more clients.

With GearBox, you can
• Simplify your marketing operations
• Establish user hierarchies
• Set approval rules
• Implement a self-serve marketing asset portal
• Guarantee brand & legal compliance
• Reduce one-off requests

Our platform will help to ensure that market-by-market, each office is executing highly effective campaigns that are also compliant. GearBox is simple to manage and customize, and easy to use for your extended team.

Track and measure results in real time.

​Consumers carefully consider decisions related to their long-term finances and well-being. The conversion cycle can be a long one. In order to forecast and understand trends, lead generation and measurement of marketing programs are essential.

With GearBox, you’ll enjoy detailed reporting at every level – both corporate and local. By tracking all lead sources, you’ll have visibility to marketing activities and be prepared to make informed decisions about which programs to continue or repeat, and which need tweaking.