Compliance

Don’t Sabotage Your Sales Team: Drive Brand Effectiveness and Compliance

5 mins read
August 16, 2023
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Don’t Sabotage Your Sales Team: Drive Brand Effectiveness and Compliance    

Featuring:

Ryan Picchini, VP of GTM Strategy at Total Expert

Ilya Filipov, General Manager of Insurance at Total Expert

Samamtha Thielen, Sales Engineering Team Lead at Total Expert

Mel Marsh, Senior Director of Marketing at Guided Solutions

Shaughn McCluskey, Financial Services Specialist, Digital Insurance at Amazon Web Services (AWS)

Communicating effectively to insurance clients and prospects is a major challenge for sales and marketing teams. But we’re here to help by connecting customer engagement tools with branded, compliant collateral. Total Expert’s purpose-built solution helps modern insurers drive growth and customer loyalty.

Our round-table discussion with industry leaders Mel Marsh, Director of Marketing at Guided Solutions and Shaughn McCluskey, Financial Services Specialist, Digital Insurance at Amazon Web Services (AWS) covered topics like:  

  • How to navigate current market conditions that insurance sales and marketing teams face
  • How to drive revenue and customer engagement with compliant, branded content
  • How to deliver ROI by connecting customer engagement tools with data

We also held a live demo to show you exactly how Total Expert can help you drive growth and customer loyalty!

Featuring

Mel Marsh-250
Mel Marsh
Senior Director of Marketing, Guided Solutions

Shaughn McCluskey
Shaughn McCluskey
Financial Services Specialist, Digital Insurance at Amazon Web Services (AWS)

Ilya Filipov
Ilya Filipov
General Manager of Insurance, Total Expert

Ryan-headshot
Ryan Picchini
VP of GTM Strategy,
Total Expert

Samantha Thielen v2
Samantha Thielen
Sales Engineering Team Lead, Total Expert

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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.