Who are we?

We’ve seen too many inefficiencies fly under the radar and hold companies back. Our expertise in through-channel marketing and field sales support enables small marketing teams to support distributed sales forces at scale.

Healthcare Industry

Our Platform Satisfies the Strictest Compliance Regulations & Modernizes Your Distributed Marketing Strategy.


With our cloud-based platform, your healthcare organization can build efficiencies and reduce liabilities by:

  • Managing compliance across channels

  • Reducing production workload with customizable content

  • Automating reporting to gain insight in real-time

Learn More




A Sales and Marketing Portal All-in-One

There’s always pressure to do more with the resources you have—sometimes with less. Your field sales agents need to be released from administrative restraints and your marketing leaders need the power to measure their department’s contribution. Unite your teams and stop wasting resources on inefficient processes.


Improve your sales operations effectiveness with pre-approved customizable enrollment kits instantly available and easily delivered to your distributed sales agents wherever they are and in whichever medium they select.

  • Drag and drop kit building with customizable and compliant content

  • On-demand content availability

  • Omnichannel delivery including print, digital, and mobile

  • Real-time analytics reveal content performance and trending assets during enrollment season



Promote more strategic marketing operations and more widespread support for your distributed marketing team with scalable marketing resources like

  • Dynamic Ad building and resizing with agent-profile-driven customization

  • Meeting and event support complete with customized presentations

  • Omnichannel delivery including print, digital, and mobile

  • Self-service direct marketing campaigns with list procurement

  • Automated agent support



Let our platform sort through the intricate details of user permissions for you–provisioning agent access to only permitted content when they log on and offering

  • Plan-level customization and segmentation

  • Automated CMS filing with cloud storage–even for personalized content

  • Brand protection by agent, region, product line, and more

  • Scalable change management driven by brand and/or legal compliance issues




Local Marketing that Meets Legal Compliance

Your distributed reps need to move quickly to make sales, but you can’t afford the legal compliance missteps that can come with rushed efforts. One agent creating improvised content to make a quick sale could muddle the messaging and cost your organization up to 1.5 million in federal fines.

Ensure that every piece of content your field sales agents create is in accordance with the highest degree of HIPAA and HITRUST CSF compliance built-in to the Triptych platform and automatically delivered across your entire organization.



Customizable Materials at Scale & Actionable Insight in Real-Time

Your field sales agents grow frustrated when they don’t have the necessary tools to generate leads, and your marketing team struggles to churn out effective content without the necessary data to drive their strategy.

Alleviate agent frustration by providing instant access to resources they can easily customize to fit their personal selling style and speak directly to their customers’ unique needs. Utilize actionable insights to focus marketing efforts on creating content that’s effective. Do that, and more, all via the Triptych platform.

get the big picture—learn about the features and functionality that triptych utilizes to catapult your field sales team to new heights without straining marketing resources.

Learn More



Reveal Hidden Costs with Increase Transparency

When a single agent creates a brochure and overnights several hundred copies to a trade show, the cost may not seem excessive, but multiply that by 500 agents in a large, distributed sales force, and suddenly—you have a real problem.

Gather robust data with the Triptych platform to identify hidden fees and inefficient processes that could be costing you significantly every day. Further utilize this data to optimize sales and marketing operations to minimize budget waste and secure the greatest efficiency and ROI.



Pre-approved Assets for Uniform Branding Across the Board

Content created by rogue sales agents who can’t find what they need isn’t likely to meet the brand requirements necessary to preserve your brand. Wide-spread inconsistencies in your brand image may cast doubt on the legitimacy of your business.

Provide field sales agents the ability to customize content for their audience, but only within assets that have been pre-approved and guaranteed to be effective and compliant with brand standards, so you can rest easy knowing that the integrity of your brand remains intact.

“A current healthcare client is saving on average over 16,000 hours annually on customized content creation which attributes to more than $500k in annual marketing spend that can be used elsewhere without sacrificing sales support.”

Continue the Journey


From the Blog

Get caught up to date on the trends seen in the industry

2 min read

Q&A: Webinar - 'How to Realign Your CX Strategy to Shifting Buying Behaviors & Preferences' [Now On-Demand]

Prior to the presentation of our now on-demand webinar, I sat down with the CVO of Triptych, and host of How to Realign...

2 min read

Post AEP: Marketing Content Ideas for Healthcare Customer Retention

Customer Retention is a complex task. Each department plays a role, whether direct or indirect, in keeping the...

2 min read

Improve Customer Experience with Omnichannel Marketing for AEP

The importance of customer experience (CX) can’t be overstated—especially in the healthcare insurance industry. In a...

Learn more about Our Triptych Healthcare Platform