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Introduction
Insurance marketing is complex. Brand and compliance requirements. Advisor networks. Personalized outreach. Manual work adds up fast.
Traditional marketing automation tools help with emails and lead nurturing—but when you're managing dozens or hundreds of advisors, that only solves part of the problem.
Insurance automation software needs to handle what most tools can’t: signage, mailers, gifts, vendor coordination and campaign kits—executed on time and within brand guardrails.
This blog explores how Advisors Excel partnered with IRIS Strategic Marketing Support (IRIS) to implement GearBox®, giving their advisors smarter tools to engage clients while freeing up internal teams.
Why Insurance Marketing Needs Real Automation
Most Tools Only Handle Digital Workflows
CRM and email tools can manage drip campaigns and lifecycle reminders. But they don’t support fulfillment, signage routing or advisor-ready kits.
Compliance Adds Friction Without the Right System
Disclaimers, approval workflows and regional guidelines often slow down execution—or worse, get skipped.
Manual Support Doesn’t Scale
If every advisor request—mailers, holiday cards, signage—goes through the central team, delays build and field teams get frustrated.
Case Study: Advisors Excel Automates Advisor Support with GearBox®
The Challenge: Personalization at Scale Was Becoming Unmanageable
Advisors Excel offers marketing support to hundreds of high-touch financial advisors nationwide. Each advisor needed personalized print materials—birthday cards, newsletters, gifts—often handled through manual processes.
Their internal team was overloaded, fulfillment timelines were inconsistent and it was nearly impossible to maintain visibility across all advisor activity.
The Solution: Automate Custom Campaigns Without Sacrificing Control
With GearBox®, IRIS gave Advisors Excel a system to centralize materials, control customization and automate distribution workflows.
Key automation features included:
- Campaign kit libraries preloaded by audience, occasion or program
- Editable templates that let advisors personalize key fields while locking branding and disclosures
- Vendor routing for gifts, cards and signage with fulfillment timelines built in
- Usage tracking so the team could see who was using what, and when
The Result: More Advisor Engagement, Less Internal Lift
By moving to GearBox®, Advisors Excel:
- Reduced manual support and turnaround time for advisor requests
- Empowered advisors to self-serve while staying compliant
- Automated vendor and fulfillment processes
- Increased advisor satisfaction and retention through better, more consistent marketing experiences
How GearBox® Supports Insurance Automation Beyond CRM Tools
Custom Campaign Kits by Product, Region or Advisor Type
Easily deploy campaigns to segmented advisor groups—no manual sorting required.
Editable Templates with Guardrails
Let advisors tailor language, contact info or event details without compromising brand or legal compliance.
Automated Routing to Print and Fulfillment Vendors
Eliminate emails and spreadsheets. Orders are routed based on campaign type, geography or delivery date.
Central Visibility Across All Advisor Campaigns
See what’s being used, how often and where campaigns are active. Use data to improve planning and advisor support.
Conclusion: Operational Automation Drives Better Advisor Marketing
Email automation is helpful—but it doesn’t get signage shipped, gifts delivered or campaigns customized and launched across hundreds of advisors.
GearBox® by IRIS delivers insurance automation software that actually supports execution: automating workflows, enforcing brand compliance and making personalization scalable.
Talk to IRIS to see how your team can deliver more value to advisors—without adding more internal work.
