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Published bySamantha McKenzie Modified over 8 years ago
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1 Advertising Compliance System June 10, 2014
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Agenda Situation Analysis Solution Requirements and Development Solution Delivery Measurable Benefits of the Solution Demonstration of the Solution Pinpoint Global Communications Confidential |2
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Situation Analysis – Sales Materials Submission & Approval Pinpoint Global Communications Confidential |3 Agents submitted materials by email to single marketing person No process to determine status of submissions—phone calls and emails used No library of approved materials for reference/re-usage Approved submissions stored locally on marketing person’s PC –Not SEC 17a- 4 compliant Number of submissions growing –Submissions (soon to be) coming from 3 distribution groups
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Solution Requirements and Development Establish online process leveraging AIG’s Career Campus Producer Portal Design “smart form” and workflow for materials submission & review Provide dashboards for agents, marketing & compliance to manage submission status Support library of approved materials for agent reference & re-usage Pinpoint Global Communications Confidential |4
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Solution Delivery Access Dashboard & Smart Form via link on Career Campus Make form completion & submission process “brain- dead” simple Support for company approved sales materials library Integrated reporting –Measure average time from submission to approval –Measure submissions by distribution group –Measure submission “Type” Pinpoint Global Communications Confidential |5
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Measurable Benefits – What Improved? Pinpoint Global Communications Confidential |6 Total number of submissions handled per month: –Increased 33% Time from submission to approval –Improved 50% Agent dashboard provides agents real-time access to submission status Sales Material Library promotes re-usage of materials/streamlines process
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AIG ACS Demonstration Pinpoint Global Communications Confidential |7
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