Compliant Marketing for Every Agent and Broker
Give independent agents and brokers marketing they can personalize in minutes, with your disclosures, product language and brand locked where compliance needs them.
OnBrandify is agent and broker marketing software for insurance carriers, financial services firms and real estate brokerages. Agents personalize approved email, social, print and direct mail with their own name, photo and license details, while disclosures and regulated wording stay locked. Compliance approves what needs it, and every piece is on record.
Sound familiar?
Agents making their own flyers and posts, with disclosures missing or out of date
Compliance reviewing every piece by email, and agents waiting days
Offices and teams that each look like a different company
No record of what each agent actually sent
OnBrandify for agents and brokers
Marketing agents want to use, with the controls compliance needs.
Compliance built into templates
Disclosures, product wording and brand locked; agent details and approved messages open. Approval routing where the risk calls for it.
Personal, not generic
Each agent's name, photo, license number, office and contact details fill in automatically, so marketing feels like it comes from them.
Every channel agents use
Email, social, landing pages, print, business cards, postcards and personalized direct mail from their own mailing lists.
A full record
Every piece each agent published, with the version that was approved, ready when compliance or a regulator asks.
What changes with OnBrandify
Frequently asked questions
What is agent marketing software?
Agent marketing software gives independent agents approved marketing they can personalize and send under their own name, while the carrier or brand controls the brand and the compliance language. OnBrandify is agent marketing software for insurance, financial services and real estate.
What is broker marketing automation?
It's the same idea for brokers and brokerages: approved campaigns that brokers personalize and launch across email, social, print and direct mail, with scheduling, automatic personalization and reporting, so marketing keeps running without each broker building it from scratch.
How do insurance carriers provide marketing materials to independent agents?
The best way is a library of approved, ready-to-personalize campaigns rather than PDFs and logo files. In OnBrandify, carriers publish campaigns by product and state, agents add their details and send, and required disclosures are locked into every piece.
How can agents personalize corporate-approved marketing materials?
Through templates with locked and editable fields. The agent's name, photo, license number and contact details fill in automatically; a short personal message or an approved offer can be edited; disclosures and product wording can't. Anything with open text can be routed for approval first.
What is co-branded marketing for independent agents?
Marketing that shows both the carrier or brand and the agent: the product and its required language from the brand, the name, face and contact details of the agent a customer actually knows. It builds trust in the agent and keeps the brand consistent.
How do real estate brokerages manage agent marketing materials?
With brokerage templates for listings, open houses, just-sold postcards, social posts and email, where the brokerage brand and required notices are locked and each agent's details and listing information fill in. OnBrandify keeps every office and agent on the same brand without slowing agents down.
How do you distribute compliant marketing templates to agents?
Publish them where agents already work, filtered to what applies to each agent's state, license and product line. In OnBrandify, compliance-approved templates go live for the right agents at once, and outdated versions are retired so nobody sends the old disclosure.
Can agents customize direct mail and print advertising?
Yes. Agents personalize postcards, flyers, brochures and business cards, upload their own mailing lists, and each piece is personalized per recipient with variable-data printing. Files go to the printer or mail house, and the disclosures print exactly as approved.
How can financial services organizations govern local marketing content?
By locking regulated language into templates, routing open text for approval, filtering content by jurisdiction and license, and keeping a record of what each advisor or agent published. OnBrandify does all four, so compliance reviews the exceptions instead of every piece.
What is the difference between agent marketing software and a CRM?
A CRM tracks contacts, policies and deals. Agent marketing software creates and sends the marketing: approved campaigns, print and mail, social posts. They work best together, and OnBrandify integrates with your CRM so campaigns reach the right contacts and results flow back.
How can brokerages maintain consistent branding across offices and agents?
Give every office and agent the same templates, with the brand locked and local details open, and retire old materials from one place. See brand control vs. local marketing flexibility.
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