Accelerate projects by 63%+, ensuring marketing assets are flawless, compliant, and delivered faster. 

Work Management Built For Insurance

Because You Shouldn't Have to Choose Between Marketing Project Speed and Compliance

"Within a short period, we were able to reduce 25 workflows into a single workflow. The team saw a 15-week reduction in getting new marketing packages from idea to market. More importantly, it ensured that all the packages were compliant with regulatory requirements. All steps, comments, and approval are captured and saved for any audits."

-Michael Ruff

Senior Marketing Project Manager, Life Insurance

-Michael Ruff

Some Aprooving Customers Powering Insurance Workflows

Manage Projects Securely

How Aproove Helps Insurance Marketers Confidently Accelerate Compliance

15 Week Reduction

In Marketing Plan Lifecycle

For insurance companies that have consolidated marketing compliance with Aproove.

25 to 1

Consolidated 25 State Specific Workflows To 1 Workflow

Combining the features below, our client reduced workflow from 25 unique collaboration workflows into 1. Saving time and headaches.

Download the Insurance Marketing Case Study

 Regulatory Requirements Require Robust Processes

Marketing and compliance teams are burdened by increasing federal and state regulations, and by review rounds between Marketing, Compliance, and Actuarial teams. Assets must meet a high bar with clear compliance processes.

Accelerate Review Cycles With Asset Review, Automation and Documented Compliance

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Flexible Compliance Workflows

Aproove's unique business workflow builder lets you specify the exact routing between Marketing, Actuarial, Compliance, and external teams to review, edit, and approve marketing assets. This accelerates processes, ensures compliance, and documents each step.

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Enterprise Online Proofing

Aproove Online Proofing Software allows you to centralize your content review and approval process with real-time collaboration across 180+ media formats. Eliminate de-centralized email threads and keep reviewers on track with personal "to-do" lists and automated reminders.

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Document Each Step With Audit-Level Precision

Aproove documents each step in the marketing asset compliance chain so that internal or external auditors can understand each comment and action. Full chain of asset custody documented without slowing down your process. Never miss a step.

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State Regulations Proliferate Versions and Complicate Approvals 

State insurance regulations complicate marketing, requiring teams to review assets repeatedly. Our clients have reported up to 25+ unique workflows of 15 page assets each. 

Aproove Uses AI and Smart Versioning to Streamline Review of Multiple File Versions

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Consolidate to One Review Cycle With Aproove's AI-powered Smart Review

Aproove uses Smart Review to quickly compare marketing asset versions and highlight changes. Aproove uses machine vision to scan pixel-by-pixel and allows your team to only focus on the important changes made. Aproove can scan large files, including multiple pages (up to thousands of pages) and quickly highlight key changes.

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Compare Local Asset Versions to a Pre-Approved Master Template To Save Time

Aproove can build review workflows that reference a global master template for a project, allowing your team to quickly compare state, or localized, versions to the approved copy. Smart Review makes this process even faster.

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Smart Text Extraction To Power Easy Searching, Find and Replace

Aproove can extract text from your files, or search on specific text. This, combined with other features, makes it fast and easy to find and replace any required changes.

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Managing Internal Teams and External Partners

Managing internal teams (Compliance, Actuarial, Marketing), and external partners (marketing agencies, creative agencies) can be a challenge. Email, or traditional workflow tools create complexity with multiple stakeholders. 

Aproove Combines Workflow and Proofing To Save Teams Time, and Makes It Free To Add External Reviewers

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Secure Chat and Ability to Delegate and Converse With The Right Stakeholder at the Right Time

No more checking through multiple email threads, all comments and threads are kept centralized inside the proof with real-time collaboration.

As new proof versions are uploaded, all the notes and comments get locked down on the older proofs, but they are still visible when you compare the versions. This gives you a full audit trail and allows reviewers to only ever annotate on the latest proof, avoiding mistakes.

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Workflows + Proofing Allow For Clear Annotation and Review Flow Management

Annotation Flow Management is unique to Aproove Work Management and gives unparalleled granular control of your review process within a step. The viewing of annotations gets controlled by a hierarchy of groups (called Schemas). Each group contains users with different permissions and every user of the same group is able to see each others notes. 

At each step, the different reviewers access the proof applying notes and comments. Each reviewer can see the other reviewer/s notes and comments in the various review stages.

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Free Guest Users

Guest reviewers use Aproove for free without impacting your user license count. Guests can be invite at any point, even mid-project. This saves cost and smooths collaboration

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Marketing Processes are Taking Too Long, Causing Delays

Demands on processes are causing delays in shipping assets, putting additional pressure on teams with already stretched headcount needs.

Consolidate All Work Into One Automated Platform: Planning, Editing, Reviews, Approvals

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Focus Your Teams With Task Management

Aproove empowers your teams by taking required tasks, visualizing them into an individualized dashboard, and giving each employee the tools they need to complete each task. All work can be done in Aproove, saving your teams painful clicks to multiple platforms to edit, review, comment, and document. 

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Automate Complex Workflows With Custom Metadata

Inject metadata into your project workflows and use it to initiate and drive workflows, send notifications, route to the correct teams, and more.

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Custom Reporting and Time & Material Tracking

Analyze custom reporting to understand how your teams are working, triage where projects are slowing down, and track employee time-on-project.

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See How Aproove Transforms Work

Aproove unites project planning, work-in-progress, proofing and compliance.

Bringing planning, work-in-progress, proofing, and compliance into one platform eliminates wasted time, errors, and inefficiencies that come from juggling multiple tools. Marketers today spend up to 50% of their project time in the last mile of compliance—navigating approvals, version control, and regulatory reviews across as many as six platforms. Aproove can help.

To Go Fast, Start With The Finish In Mind

Brands lose up to 50% of project time stuck in reviews, approvals, and compliance—often needing 6+ platforms to progress from plan to approval. Aproove solves this by uniting planning, work, and approval into one seamless interface. Aproove expertly handles the project from plan to signoff to ensure you deliver confident project assets.

Speed
Compliance First
Plan. Work. Aproove.
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Enterprise Grade Proofing

Aproove started at the finish where many platforms struggle. Aproove effortlessly handles massive files, enables collaboration workflow between teams, ensures pixel-perfect accuracy, preserves precise brand colors, and automates robust versioning. All the tools you'd expect to review and approve mission-critical project files.

150+ Asset Types
Scale and Speed
Compliance
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Automated Workflow Management

Build highly customized, automated workflows with no code. Reduce manual effort, eliminate errors, and accelerate approvals. Teams can dynamically assign tasks based on organizational needs, SSO, or hierarchy. 

API and Webhook Enabled
Decision Based Workflow
Respect Your SSO
Automate Workflow

Task Management

Aproove Task Management streamlines workflows by automating task assignments, providing centralized "To-Do" lists, and enhancing team collaboration with real-time notifications and @mentions. It offers management robust reporting tools, including detailed audit trails, performance tracking, timesheets, and deadline alerts, giving clear visibility into project progress. This ensures tasks are efficiently managed, projects remain on track, and organizational risks are minimized.

Dynamic To-Do Lists
Project Chat
Custom Alerts
Explore Task Management

Project and Resource Planning

Aproove’s Project and Resource Planning enables teams to manage time-based workflows with intuitive Gantt-style project plans. Dynamically allocate tasks based on resource availability. Aproove intelligently identifies resource competencies and optimizes assignments to ensure the fastest path to project completion. 

Time Based Workflow
Time Tracking
Optimize for Speed

Where Others Slow Down, Aproove Speeds Ahead.

Enterprise Work Management Features
Aproove
Workfront
Wrike
Asana
Smartsheet
Monday.com
Project Planning Based on Time and Resources
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Automated Workflows Tied To Metadata and / or SSO comptab-infoalt7-icon
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Version Management and Smart Comparison
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Annotation Flow Management
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Enterprise Grade Online Proofing comptab-infoalt7-icon
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Out of the Box Security: SOC2, HIPAA Compliant, ISO-27001
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Additional Charge
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Number of Platforms Required for Project Completion
1
2
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Audit Ready Compliance Chain
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Download The Case Study in Insurance Marketing Compliance

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