Empower your sales and distribution channels to sell more efficiently and effectively

Everyone knows the challenges to creating strong, engaging content in highly regulated markets. Moreover, creating content for use in sales conversations that are compliant, on-brand and easy-to-find feels next to impossible.

The only real solution is an intuitive single source of truth that supports and amplifies relevant, personalized content to drive more successful sales interactions, increase win rates, shorten sales cycles and reach higher revenue targets. That’s where Connect®, our unique combination of single-source sales enablement technology services, comes in.

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Benefit from truly seamless

Unique in the market, Connect® creates a cross-functional connection between marketing and sales. This invaluable connection makes it easy for sales and marketing teams to bring their efforts into alignment — and keep them that way — resulting in a unified focus on effective selling and customer engagement. The Connect solution is specifically developed with the Health insurance and Financial services industries in mind.

Centralized platform

Connect is designed to easily find and distribute relevant information in one place, giving your sales teams the information they need quickly and efficiently.

Additionally, it provides teams peace of mind knowing that they’ll always distribute the right version, ensuring they’re aligned with marketing and compliance and sales. One click provides sales teams access to everything they need throughout the sales cycle including branded marketing materials, sales kits and collateral, promotional items and branded apparel.

  • Use customizable templates for emails, flyers, kits and proposals
  • Save time with easy search and navigation


Make reaching out more memorable with customized messaging. Connect adds a greater level of polish to your customer interactions with easily incorporated photos, logos, videos and contact information that are always on-brand.

Customizable online templates and kits allow sales to access client and plan proposals, newsletters, event materials, product comparisons and so much more.

  • Add a personal touch to sales materials without having to engage marketing
  • Create personalized content that is relevant to each customer, compliant and on-brand

Reliable access

Accessing the right information is crucial when trying to make a sale or service existing customers. Give your sales team more flexibility by empowering them with content access and analytics at any time, from any device.

  • Integrate with your CRM for seamless access
  • Access real-time insights into readability and customer engagement 24/7 on any device
  • Suitability controls ensure brokers and distribution channels only have access to the materials they are licensed to sell

Omnichannel distribution

Today’s fast-paced world requires a seamless transition between print and electronic communications. Improve your workflow management, content control, and omni channel distribution with one end-to-end solution.

  • Enhance transparency and accuracy for your time-sensitive documents
  • Integrate all your print and digital distribution capabilities
  • Provide digital and offset printing for any document




Our innovative single-source platform, Connect, facilitates seamless transitions from print to electronic communications, with flexible adaptation to ever-changing regulations, markets and client needs.


Leverage omnichannel solutions for customer acquisition, customer communication, and sales enablement, all with one easy-to-use platform.


Connect helps your team manage regulatory communications securely, and efficiently distribute them to clients.

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