Efficiently execute a successful transaction with our end-to-end suite of services.
Manage the complex content and communication demands of capital transactions with Merrill.
Simplify logistics and minimize risk in regulatory filing and periodic reporting.
Drive engagement and streamline targeted communications with one easy solution.
Achieve efficiency and absolute accuracy in personalized, compliant member communications.
Extract more value from your contracts and reduce compliance risk and legal exposure.
Organize, find and share your documents with our secure, sophisticated storage system.
Secure the best deal for your sales, purchases, technology transfers and licensing deals.
Streamline the due diligence process and gain real-time access to critical information.
Make Merrill Connect the backbone of your marketing ecosystem to deliver personalized, compliant communications with absolute accuracy while gaining a single, holistic view of all your member communications.
Merrill Connect provides a single platform to store all your marketing collateral, making it easy for your teams to effectively manage inventories, revisions and versions of existing material, prioritize needs for additional material and re-use existing marketing assets. Allow your entire organization to access brand- and compliance-approved content with easy search and filtering that matches the right content to the right audience based on suitability and business rules.
Streamline internal processes and eliminate labor-intensive processes to manually create marketing and communications for members.
Optimize the production of materials as well as inventories, fulfillment and reordering. Merrill Connect provides controls to prevent over-ordering and storage of materials.
Strengthen business intelligence with robust reporting that helps determine utilization of materials across departments, states and products.
Reduce costs by providing version controls to support multi-products and the ability to reuse documents for various markets.
We can help you with:
Create personalized and data-driven documents with ease through an intuitive user experience. Document automation connects CMS model materials with your data and business rules to dynamically create plan-specific documents. Take your marketing to the next level by integrating data from disparate sources to create highly targeted and relevant materials.
Significantly reduce the number of templates by using customer data to drive content. Compile data from Benefit Grids, PBPs and other sources to create a data grid that can store up to 800 values.
Increase accuracy and efficiency with Merrill’s library of CMS model document structures, which quickly incorporates year-over-year plan changes using stored data values.
Merrill Connect provides version controls to support multi-products and the ability to reuse documents for various markets.
Reduce the number of proofing cycles by highlighting plan year changes. See and spot check multiple documents at one time to ensure accuracy of data composition.
Deliver personalized pre- and post-enrollment communications to create highly targeted materials. Prospects and members only receive information relevant to them—resulting in increased member satisfaction and reduced member confusion. Merrill Connect simplifies the enrollment communications process through automation—from data compilation through production and distribution while enabling rapid response to regulatory changes and growth.
Streamline and automate the production, fulfillment and distribution of all pre- and post-enrollment communications through a single HIPAA/PHI compliance-driven environment.
Automate the creation of 508 compliant PDFs and save up to 35% compared to legacy manual processes.
We can translate more than 125 languages using certified quality-assurance processes.
Deliver accurate, detailed reporting through the production process. Track at the record, page and piece level to optimize transparency. Control costs by monitoring spend at the state, business and category level.
Store documents in a customer document repository for secure sharing, storing and monitoring in real time.
Create multi-channel campaigns—from email marketing to direct mail—on a single platform. The Merrill Connect solution helps you execute member-centric communications, providing timely, personalized information to both current and prospective members. Robust reporting allows you to track in real time to maintain a full member view with cost per member.
Integrated marketing campaign management delivers personalized direct mail, email, surveys and interactive documents. Optimize your contact mix across segments, channels and products.
Gain member insight through relevant, campaign-specific analytics and effective lead capture forms. Boost response rates and deliver a personalized experience.
From personalized, one-to-one communication to multi-step, lead-nurturing campaigns, we can help streamline direct marketing efforts and maximize campaign results with dynamic, interactive visual messaging.
Transform static documents into dynamic, one-to-one communications that can be securely viewed anywhere, any time. Engage your audience with hyperlinks, video streaming and social sharing.
Empower your brokers and internal sales teams to access marketing content with easy search and navigation whether they’re in the office or in the field. Unlock productivity by providing content and analytics through easy-to-use tools that help them stay in touch with their current and prospective members with relevant content via email or direct mail.
Create, launch and manage marketing campaigns using online templates and wizards highlighting specific topics that your brokers and internal sales team can send to members once or on a regular basis.
With Merrill Connect, your brokers and internal sales team will have confidence that they can always access up-to-date content all in one place.
Give your brokers easy access to sales and marketing content any time, anywhere, on any device so they can call up relevant content in any sales conversation.
Using a simple interface, your brokers and internal sales teams can prepopulate material with their name, logo and photos, and further customize for specific members and plans, based on your guidelines.
Manage your most sensitive member communications leveraging our highly secure technology and processes. Our advanced data management and integrity manufacturing process allow you to create effective and compliant member communications with efficiency and peace of mind.
Streamline and automate the production, fulfillment and distribution of member communications via a single HIPAA/PHI compliance-driven environment in accordance with established regulatory SLA timelines.
Advanced tracking and quality controls throughout the creation, production and distribution process ensure accuracy in all of your communications.
Deliver accurate, highly detailed levels of tracking throughout the entire production process. Track at the record, page and piece level, resulting in transparency of all communication components.
Maximize your sales events with a single portal to manage your marketing resources. Store, organize and order materials and branded promotional items. Create campaigns and mailings to promote your event. Distribute digitally or via direct mail, and provide compliance-approved presentations that can be customized according to your parameters. Most importantly, you can track all costs and activity to get a true picture of your ROI.
Create and order personalized event content and imagery in your approved marketing collateral. Customize materials by inserting your contact and event information and uploading a map with real-time proofing.
Get up-to-the-minute updates from your guests’ RSVPs, form responses, event comments and email tracking. You can even set up custom email alerts for the important items.
Thank you for your interest in Merrill. Let us know how we can assist you.
Thank you for your interest in Merrill. Let us know how we can assist you by submitting the following form.
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