UBA-RELAYTO Webinar FAQs Guide
This document provides an FAQ guide for UBA-RELAYTO's live transformation webinar, offering insights on how to enhance insurance expertise and compete effectively in the industry.
UBA-RELAYTO FAQs from live digital transformation webinar RELAYTO helps elevate your Insurance expertise to a level surpassing many of the “Big Box Brokers” so your Producers can truly compete on even or favorable terms… Let's turn snooze-worthy PDFs into wow-worthy digital experiences!
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Step 1) Bring each asset to life with layers RELAYTO transforms static documents like PDFs and presentations into interactive, multimedia experiences by embedding videos, related assets, links, forms, and other dynamic elements. Our comprehensive “How To” guides in the Academy lead the way. Explore How To Academy
How to enhance your content with background videos… RELAYTO provides a library of free, benefits-friendly videos for immediate use. You can upload your own, too. Studies have shown that adding digital video significantly increases user interaction with content, making this a powerful tool for engagement. Test it out yourself with a branded sandbox… Using Background Videos
16:20 - 17:27 | UBA-RELAYTO Live Transformation Webinar
How Call-To-Actions (CTAs) drive desired outcomes… Call to Action (CTA) buttons are a crucial feature for making digital experiences more functional and actionable. Unlike static PowerPoints or PDFs, RELAYTO allows users to embed CTAs that prompt specific actions and help guide users’ journeys to the content’s intended outcome. Using CTAs
17:27 - 18:30 | UBA-RELAYTO Live Transformation Webinar
How to add embed videos into your content… RELAYTO enables users to embed videos directly within the asset itself. This is particularly useful for designs that include designated spaces for video content, as seen in the Meridian Risk asset example. This allows for a clean design with fewer words on a page, complemented by rich media. RELAYTO also tracks audience interactions with these embedded videos by providing valuable analytics. Embedding Videos
18:35 - 19:20 | UBA-RELAYTO Live Transformation Webinar
How users can customize RELAYTO’s templates… RELAYTO's templates are designed for easy personalization. Users can access them within their sandbox and tailor them directly to specific prospects or clients. This includes changing logos and color schemes to match a client's branding or desired aesthetic before easily editing the content! Customizing Templates
20:11 - 22:14 | UBA-RELAYTO Live Transformation Webinar
Step 2) Organize, secure, and distribute in RELAYTO Hubs RELAYTO Hubs allow you to organize and showcase multiple interactive experiences in one branded, centralized destination. To explore how to set up and customize Hubs, visit our Academy. How To Use Hubs
How are hubs used… Hubs serve as a digital library of assets, specifically designed to target a particular audience such as a company, a type of materials like Carrier Info, or a sensitive subject such as M&A Activity or Executive Compensation. They act as a "one-stop shop" for all information and can easily be maintained through the year.
22:46 - 25:34 | UBA-RELAYTO Live Transformation Webinar
What are hub templates, and how they are used… "Hub templates" are a new feature in RELAYTO which allows Brokers to start from pre-built frameworks for specific hub types, such as an "Open Enrollment Decision Hub." These templates provide a ready-made structure, that can be pre-populated with relevant information, and quickly deployed.
26:00 - 26:30 | UBA-RELAYTO Live Transformation Webinar
How Hubs are created and managed for use across multiple clients… RELAYTO streamlines the process of creating and managing hubs for each client through a "workstream" approach using Hub Templates. Hub templates are like folders on steroids due to their unique security capabilities and the engagement analytics they capture. A great example is starting a Digital Buyer Room (DBR) template that is pre-populated with the early stage materials that Producers share with their prospects. Once generated for a new prospect, the hub can be branded to the company with their logo and color scheme, and new information can be added and organized moving forward. This gives your Employers and Producers one secure place to go for all of the current and archived information over the course of every relationship.
31:18 - 32:10 | UBA-RELAYTO Live Transformation Webinar
Step 3) Improve with objective Analytics RELAYTO Analytics provides detailed insights into how audiences as a whole and specific individuals interact with your content. Metrics like time spent, clicks, scroll depth, and engagement with every element on a page help Marketing optimize messaging for better early outcomes, and Sales navigate late stage sales cycles to increase win rates. Leverage Analytics
What kind of analytics does RELAYTO provide? RELAYTO offers comprehensive analytics that provide insights into how assets are performing, whether at the individual asset level or the client/hub level. The dashboard displays live information, showing: ● Traction: Where engagement is occurring. ● Channels: How users are finding the content (e.g., direct, Google, etc.). ● Location: While the demo shows country level, it can track engagement down to the city level. ● Every asset created within RELAYTO tracks audience consumption, allowing users to optimize messaging and understand audience focus. Intro to Analytics
27:00 - 27:55 | UBA-RELAYTO Live Transformation Webinar
What is the most detailed level of content tracking available? RELAYTO's analytics offer granular visibility into content consumption. Tracking goes beyond just the asset or hub level. It provides insights down to the element on every page. This deep detail allows users to understand precisely what parts of their content are resonating with their audience and where they are not so that a course correction can be deployed. These insights simply aren’t available with traditional PDFs, PowerPoints, or Excel spreadsheets and lead to fewer leads and lost sales.
27:58 - 28:56 | UBA-RELAYTO Live Transformation Webinar
RELAYTO AI RELAYTO AI helps you enhance the interactive content experience by generating summaries, extracting key points, and suggesting layouts or media elements. It streamlines the content creation process as Brokers learn how to produce quality materials over time and there is more coming soon. Explore AI
How RELAYTO’s AI improves uploaded assets… This AI-driven guidance helps users understand the immediate improvements made upon upload and provides a foundation for further enhancements. It also aims to offer guidance on how to create better source files for optimal digital experiences. RELAYTO Overview
14:00 - 16:03 | UBA-RELAYTO Live Transformation Webinar
How RELAYTO’s AI chat is trained and its main features… The AI chat is trained only on the information contained within the hub itself. It does not pull information from the broader internet, preventing "hallucinations" or irrelevant responses. The AI respects user permissions too. If a lower-level employee searches for information like "executive compensation" but doesn't have access to that content, the chat will not present it. Users can also configure the AI chat to either include broader hub content in its responses or to focus solely on the core document being viewed, offering flexibility in how much context is provided. Hub AI Chat
37:28 - 38:23 | UBA-RELAYTO Live Transformation Webinar
What is the RELAYTO AI engagement score? The AI scorecard feature in RELAYTO originated from collaborations with behavioral scientists, neuroscientists, and world-class marketers. Upon a simple upload, even an "okay" PDF gets significant improvements in areas like: ● Discoverability: How easily content can be found. ● Branding: Consistency and effectiveness of brand presentation. ● Compliance: Ensuring regulatory standards are met. ● Accessibility: Enhancing usability for all. New Engagement Score
41:54 - 43:56 | UBA-RELAYTO Live Transformation Webinar
Does RELAYTO support creating and using multilingual AI avatars? RELAYTO can support the creation and use of multilingual AI avatars. While users can record videos or audio directly within RELAYTO, the platform also integrates with third-party solutions for advanced features like AI avatars. The utility of such avatars includes: ● Enhanced Communication: Enable viewers to toggle to their preferred language within one experience helps Employers and Producer appeal to diverse employee populations. ● Modernized Solutions: Quickly create an AI Avatar Guide using carefully crafted scripts that only need to be can be fed into your preferred system once. ● Time Efficiency: Recording one AI Avatar take can be completed in seconds. No out-take reel or do-overs needed will save hours of production time.
53:46 - 54:51 | UBA-RELAYTO Live Transformation Webinar
About the RELAYTO Platform The RELAYTO platform enables you to turn static content like PDFs and presentations into interactive, engaging experiences with multimedia, links, and dynamic navigation. To learn more about how to use the platform effectively, visit our Academy. Explore our Academy
How RELAYTO helps smaller independent brokerages compete with the larger firms… RELAYTO aims to level the playing field for independent brokerages against larger "big-box" competitors. Even if an independent broker has a superior offering, the perceived quality of materials can subconsciously diminish is perceived value. RELAYTO enables Producers to fairly compete with equally polished and interactive digital assets.
08:00 - 09:22 | UBA-RELAYTO Live Transformation Webinar
What happens to broker content when clients leave? RELAYTO emphasizes that its intent is not to "milk a relationship" but to build an indispensable platform. It has clear policies for content when clients choose to leave. Users have options: ● Termination: All content can be completely terminated and removed from the platform if desired. ● Archiving: Clients can choose to archive their content for a short period, often for backup purposes, with cost-effective options available. ● Migration: Clients can migrate their content away from the platform. Our Ts&Cs
44:21 - 45:53 | UBA-RELAYTO Live Transformation Webinar
The simplicity of RELAYTO… RELAYTO is designed with ease of use in mind, even for those without a technical or design background. The platform is committed to ensuring that users who are "not a techie" or "not a design-savvy person" can get immediate value from RELAYTO. This commitment stems from feedback from early users, making the newest version of RELAYTO much easier to navigate and operate.
52:00 - 52:23 | UBA-RELAYTO Live Transformation Webinar
Inspired by the welcoming and collaborative UBA membership, RELAYTO will be investing in more communal resources like this meeting. Our vision is to hold quarterly get togethers for all Benefits clients and chaired by members of our soon to be established Benefits Advisory Board. Stay tuned… Please share your ideas and discussion topics with Cofounder & resident cow jacket enthusiast R.T. Barcik via [email protected] We are building a Benefits Community for ALL… Contact R.T.