Top Insurance Provider + PerformLine

Top Insurance Provider + PerformLine

How this top insurance provider uses PerformLine to provide real-time monitoring for over 250 partners and affiliates


About the Client

A life insurance agency that provides term life insurance, disability insurance, and annuities. They are backed by MassMutual.

Business Challenges

The client works with over 250 partners and affiliates who market their products and services on their behalf. Through a manual review process, the client continued to find inconsistent information regarding their services across partner and affiliate websites.

As part of their effort to protect consumers and ensure compliance, the client needed a comprehensive solution to automatically monitor the web to ensure that they’re being referenced and branded correctly, that necessary disclosures are present, and that the appropriate requirements are listed for each type of insurance they provide.

PerformLine Solutions

Results at a Glance

reduction of manual compliance review
less remediations
reduction in workload

“PerformLine helps us monitor all of our affiliates and partners to ensure that they’re consistently following our brand guidelines and regulatory standards. They take the heavy lifting off our back, allowing us to prioritize our business to focus on the things that are most urgent. They’re a critical part of our mission to protect consumers and to make sure our brand is marketed transparently and compliantly.”

The Results

Saves Time and Resources

PerformLine discovers, monitors, and reviews all web content from the client's affiliates and partners against their brand and compliance rulebooks. According to the client, “PerformLine has acted as an extension of our team,” reducing manual compliance reviews by 70%.

Concise and Efficient Review & Remediation

PerformLine’s Pro Services allows the client to be removed from the tedious day-to-day remediation process for each observation and has drastically reduced the number of remediations they need to complete by half.

Customized to Fit Their Needs

The client was able to customize the Pro Services solutions to fit its unique business needs. They handles remediation with their highest priority partners, and the Pro Services experts handle review and remediation for the other, 85% of their affiliate partnerships—drastically reducing the amount of work involved to maintain compliance standards.

Proactive Consumer Protection

With PerformLine, the client is now able to better proactively protect consumers and ensure that their marketing is compliant, accurate, and non-deceptive.

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