Search Empower Engage Send Print Co-Brand With
BusinessBuilder
Slide 3
Getting Started: Press the pause button at any time to review a
slide in more detail Simply access the BusinessBuilder site from
the Hanover Agent Solutions Website, SmallComm Solutions website or
TAP. Then Login: Personal Lines and Small Commercial Agents: Login
with your Hanover SSO ID/ password. Middle Market Agents: Login
with your e-mail address and the password: welcome
Slide 4
Create Your User Profile in Moments Now, you can automatically
co-brand documents without the need to re-enter information. 2.
Enter your information in the User Profile fields. A few of the
profile fields are mandatory and are placed at the top for your
convenience. 1. Access the User Profile from the home page.
Slide 5
Create Co-Branded Marketing Materials In this section, youll
learn how easy it is to co-brand marketing materials. Download to
your desktop, or send materials to your printer. If you have not
already created your User Profile, please do so before co-branding
materials. 1. Choose a document to co-brand. Then from the
BusinessBuilder home page, click Co-Brand Materials.
Slide 6
Create Co-Branded Marketing Materials (cont.) 2. On the left
menu, pick your line of business. Then choose your material by
industry, target, class, or search by the document ID found in the
lower left corner of the last page of every Hanover document. 3.
Mouse over the marketing piece to be co-branded, downloaded, or
printed. 4. Rollover on the Actions button for that document. 5.
Click Customize.
Slide 7
Create Co-Branded Marketing Materials (cont.) 6. A new window
will open. Your agency logo and other details called Variables will
be automatically added to the document based upon the information
you entered in your User Profile. 7. If you wish to edit the
Variables, including default logo, photo, text or other
information, just click Customize next to the item you wish to
adjust. You can choose an alternate image, or remove the
image.
Slide 8
Customizing Variables Agency Logo You do not need to use the
same logo for all materials. You can choose a new image or remove
the logo section altogether. Be sure to Save your changes before
continuing.
Slide 9
Customizing Variables (cont.) Agent Call Out The purpose of the
Agent Call Out is to strongly encourage prospects to contact your
agency. Type the message you wish to appear in the call to action
box. Be sure to provide pertinent contact details, including
producer name, if applicable, in addition to your phone number,
e-mail address, website. Remember to click Update to save your new
message. Call Out Photo Select Choose Image to select another image
to appear in the Agent Callout. Select Remove if you do not want an
image to appear in this section. Be sure to click Save before
continuing.
Slide 10
Customizing Variables (cont.) Letter Address Information Choose
which fields you would like to appear on your letter. Salutation
You may customize the default salutation for your letter. If you
have a first name you would like to merge into your letter, just
make sure to include the first name as a field in your distribution
list. If you would like to add a name directly to you letter,
choose [DEAR_VALUED_CUSTOMER] and type the name directly in the
field. If you don't enter anything, the default salutation is Dear
Valued Customer.
Slide 11
Customizing Variables (cont.) Letter Signature You may choose
the fields you wish to appear at the bottom of your letter, and
fill in the actual information that will appear. Be sure to click
Save before continuing. Todays Date Enter the date you want to
appear on your letter. Be sure to click Update before continuing.
Signature If you have uploaded a signature to your User Profile, it
will automatically appear. You can choose to remove the signature
altogether. If you want to change the signature file default, you
will need to go back to update your User Profile. Be sure to click
Save before continuing.
Slide 12
Customizing Variables (cont.) Preview Your Document Once you
have reviewed all Variables, click Preview to view the final
document in a new window as it will appear when you download or
print it. Helpful hints: If youre satisfied with the Preview, you
can download a preview PDF from this screen, by right-clicking on
the window that opens with the document. Click Save As and it will
open a window that will enable you to save the document to your
computer. You may also select Print if you wish to print the
document immediately on your local printer.
Slide 13
Downloading or Printing Co-Branded Material After you are
satisfied with the document Preview, select one of two fulfillment
options: Add to Cart for Download/E-mail Choose this option if you
want to save the document to your computer or email it directly to
a contact. Add to Cart for Fulfillment Choose this option if you
would like to send the document to a professional printer. This
usually works best for larger quantities.
Slide 14
Add to Cart for Fulfillment 1. Click the Checkout button on the
bottom right of the window. 2. Enter quantity for fulfillment. Be
sure to Save Updates. 3. Click Continue to Shipping.
Slide 15
Add to Cart for Fulfillment (cont.) 4. Enter Shipping Method,
Ship To Address, and Return Address in the appropriate boxes. Be
sure to Save Updates before clicking Continue to Billing. 5. Choose
Other for payment method. 6. Click Continue to Review.
Slide 16
Add to Cart for Fulfillment (cont.) 7. Provide contact
information for the vendor to contact you regarding proofs and to
notify you when your order has shipped. 8. Make sure to check the
box confirming your agreement to the Terms and Conditions. 9. Click
Submit Order.
Slide 17
Add to Cart for Fulfillment (cont.) You will be redirected to a
Confirmation page with your order details and estimated delivery
date. Typically turnaround time is 5-7 business days. Additionally,
you will receive an e-mail confirmation of your order.
Slide 18
Add to Cart for Download/E-mail 1. Click the Checkout button on
the bottom right of the window. 2. Once you click Checkout your
order is complete and you will be directed to a Confirmation page.
You will be able to download your document(s) from the confirmation
screen. Thanks For Using BusinessBuilder!
