Insurance & Financial Services
Help your brokers, advisors and agents compete by using the IRIS GearBox® marketing automation platform.
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 and
- 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.
Ready to Equip Your Agents for Success? Request a Demo:
8912 Niemen Rd Overland Park, KS 66214
Let's talk about how IRIS can help you integrate, simplify and scale your marketing strategies.