Communication Programs
- Print and electronic sales and marketing materials, videos, podcasts and illustrations
- Customized and personalized marketing assets created through integrated functionality
- Product sales and marketing kits
- Premium and promotional item fulfillment with compliance controls and management of wholesaler budgets
- Applications and Forms
- Sales & marketing campaign and mailing management (one-off and ongoing campaigns)
Order Entry and Item Administration Technology
- Industry specific ordering platform that delivers rule-based controls and privilege management including state, firm and license level
- Intuitive user interface supporting internal and external wholesalers and financial professionals
- API and custom integration (i.e. CRM and Digital Asset Management (DAM) solutions and legacy platforms)
- Turnkey client accessible administration for real-time component and website management
Distribution and Fulfillment
- Distribution of all marketing assets (i.e., print / electronic sales & marketing materials, video, podcasts, illustrations)
- Physical print and / or e-Delivery distribution
- Inventory and distribution management alternatives:
- Print-on-demand
- Print-to-shelf
- e-Delivery
Solutions configured to support website ADA WCAG 2.1 AA compliance and document accessibility remediation
Service and Program Management
- Dedicated account support that’s an extension of your client’s Sales and Marketing organizations
- Inventory and fulfillment reporting with enhanced business analytics and data-as-a-service capabilities
Year after year, our customers rely the expert knowledge and service of the Toppan Merrill team.
100
Net Promoter Score
93%
Customer retention
99.23%
SLA performance
Updates and Insights
5 steps to move toward omnichannel member experiences
As more and more people enroll in Medicare Advantage there is an increase in the amount of digital savvy members….
Jen Trewick – Principal Product Manager
Tailored Shareholder Reports: Binding allowance and website availability for Variable Insurance Products
The FAQ provided needed clarity about document assembly and binding, but left uncertainty about the website hosting requirement of underlying…
Guy Stanzione – Director, SEC Compliance Services
MAOs need to digitally transform the member experience—here’s how
Medicare Advantage payers need to digitally reinvent the way they present their member experience to beneficiaries. Allowing for more omnichannel…
Jen Trewick – Principal Product Manager
“My experience with the Toppan Merrill team has been excellent over the past six months since I started working with them. I receive prompt emails and calls back with regards to my filing needs and have received great answers and explanations to my related questions.”Investment Advisory Firm, New York
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Storefront
Effectively managing omni-channel communication activities (pre-and-post sale, sales enablement assets, sales kits, promotional items, videos, podcasts, illustrations, microsites and campaign…
Contact our team to get started.
Whether you are in the exploratory phases or ready to move, we are ready to learn about your needs and find the right solution.