toolkitPlus: Adding Value for Agents and Brokers

Travelers is dedicated to helping agents and brokers thrive in a highly competitive landscape. One of the ways we do this is by providing compelling, professionally designed marketing and educational content and the digital infrastructure agents and brokers need to easily launch campaigns that help them engage, acquire and retain customers and prospects.

The toolkitPlus platform offers a full suite of free marketing materials, customizable with the agent’s information, to help agents and brokers connect with customers through email, social media, video and digital advertising. It supports posting professional content across an agency’s social channels, now including Instagram, and provides targeted email distribution to help agents grow and retain their profitable book of business. The platform also makes it easy to share video content.

The goal of this platform is to seamlessly integrate Travelers material into the daily workflows of our agents and brokers, enabling them to quickly and easily communicate with and educate customers, all while helping them establish their unique value proposition.

Designed with the user in mind, the toolkitPlus experience reflects familiar online shopping behaviors. For example, when agents choose a marketing item to customize and use, they “add it to their cart.” They can put multiple items into their marketing campaign “cart” and “check out” to launch the campaign or save it for later. They can also rate a campaign or individual asset on a scale of one to five “stars” if they see benefits such as consumer engagement through social media, video views and email responses.

toolkitPlus is also integrated into the Travelers Quote and Issue Platform through our Onboarding Wizard. New customers are automatically sent a “welcome” email with an invitation to review the agency and follow it on social media. Agents can also use toolkitPlus to deploy loyalty-building content throughout the year.

Overall, toolkitPlus helps agents to advance digitally by bringing them the latest technology designed to assist them in achieving their business goals. Watch this video to learn more about toolkitPlus.