How an Insurance Company Uses Visme to Bridge the Gap Between Marketers & Business Experts

“The hours saved each month from meeting time, working back and forth between the two groups is an irreplaceable wow factor for my team.”

Ameritas is a Nebraska-based company that focuses on insurance, employee benefits, retirement plan and financial services. They have over 2500 employees nationwide that cater to a range of clients and families alike.

We spoke with Stacy Grof, Digital Marketing Specialist and Kimberly Barrett, Wellbeing Consultant, who have both been with Ameritas for a total of 33 years. The company has been using Visme for the past four years and hasn’t looked back. We sat down to talk about how their departments fully use Visme to streamline their marketing and client-related projects.

“You can do everything within Visme, you don’t have to use multiple tools to get something completed and delivered. Everything is just in one place, and it’s all-encompassing.”

Ameritas was introduced to Visme four years ago by Stacy’s manager, who is quite tech-savvy, and researched the best content creation platform tool to support Ameritas’ digital transformation initiatives as an organization. He wanted to find a tool that was easy to use and allowed subject matter experts on the team, regardless of their professional backgrounds, to design and create content with little design experience.

They ensured that each Vimse user received proper training and direction with the tool. They intentionally used Visme licenses to establish consistency across a network of users to strike a balance between corporate branding and business knowledge with brand alignment. This action aided them in bridging the divide between marketers and business experts.

How Ameritas Uses Visme

The team was very excited when they were introduced to Visme. Initially, the goal was to prove the value of interactive and dynamic content without worrying about a high learning curve or issues with file sizes when downloading or using it.

Once the team was onboarded to Visme, they could instantly create interactive presentations, social media graphics, and QR codes. Soon they found themselves using Visme as their primary video and presentation content tool for their external or internal audiences across teams.

Since Visme provided them with so many capabilities, the cost that would have otherwise been spent on additional software was saved by the value that Visme compensated for immediately and in the long run.

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Ameritas employees have the flexibility to create projects without relying too heavily on creative staff in the team. This allowed subject matter experts on their team to plan, design and execute projects or help customers faster and more efficiently, improving the teams overall workflow.

For example, they could quickly convert graphics to HTML code without needing a developer or designer, which allowed them to execute projects faster. They would also use designs published as HTML codes in Visme to embed them in presentations and interactive content within our websites and company intranet.

Since the insurance industry comes with a lot of information, regulations and compliance when presented merely as text, this can overwhelm customers. To combat this, the need to add visuals or data visualization can help readers understand and retain information.

One of the reasons Stacy and her team were amazed at Visme’s design capabilities and options, allowing them to go above and beyond with projects they wanted to bring to life.  Taking essential information and turning it into interactive content which provides for better customer experience.

Not to mention Visme’s professionally designed templates save the team time and brain power from making their customer-facing projects from scratch. A common practice associated with this is that a team member can share a well-received client-facing project with other Visme users within the department so they can duplicate and customize it to their current client needs.

“Visme helped us improve our operational efficiency by empowering our subject-matter experts to create content that aligns to our brand voice and standards.”

By streamlining their design process, they have reduced their turnaround time from weeks to a matter of hours or minutes. This has freed up valuable time that allows them to focus on urgent requests and high-impact projects. Time that may have otherwise been spent on meetings or unproductive revision cycles.

The ability to open Visme and create what they needed gave them far more flexibility, agility and even greater is the power of creativity at your fingertips for business experts themselves.

“Visme offers efficiency, agility and flexibility, and even greater is the power of creativity at your fingertips for business experts themselves."

Two time-saving features Stacy and her team have relied on most frequently were update features and built-in analytics.

With dynamic fields and instant updates, team members could quickly make changes across the board without painstakingly going through each platform or project. They rely on sending links of their project rather than hard copies, as it allows them to make real-time changes, visible to all- based on audience questions or feedback.

“I love the flexibility Visme has to make changes on the fly and have real-time updates for anyone viewing with the link. We collaborated with other groups, created a newsletter early, and made last-minute changes to an event. We can update the main site published through Visme and not send an updated document,” Kimberly Barrett shares.

“The great thing about Visme is that it’s instant, you make an update, and it’s live, and it’s updated everywhere! That’s one of my favorite features of the tool.”

In the insurance space, regulation and compliance updates happen very often, so it’s essential that Ameritas keeps all its documents and content up to date. With Visme’s instant updates and dynamic fields, their team can make quick adjustments and changes to ensure their customers are always informed, avoid any legal issues and keep content relevant to the latest changes.

Once projects are shared, they can use analytics to view the data and track the performance of current projects to make informed decisions when creating future content. This allowed them to learn what was effective and what needed to be fine-tuned.

How Ameritas Empowers Their Team With Visme

Visme is such an integral part of Ameritas that it has two groups of Visme users, regular users and super users. Each month both users meet for a group session where they share tips, tricks, and projects such as presentations to help each user deepen their product knowledge of Visme.

“ We get to spend our time being creative in our programming- bringing in the “fun factor” into what we do - such as bold presentations with music, animation and voice-over in a fraction of the time it would normally take.” Kimberly Barrett adds.

This empowers team members to nurture a space for creativity, find projects they can recreate and present a forum to ask questions and learn from each other. Adding value to their company and employee culture.

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Your Turn

Start creating your own internal and external communications with Visme. Whether you’re working in marketing and sales, education or something else entirely, Visme has everything you need for your team to start creating. Request a demo or give Visme a free test run.

Results of cost and time savings may vary from company to company.