Can compliance approve a campaign before the agent spends?
Yes. The campaign is approved before money is committed, and every approval stays with the campaign for audit.
Insurance and financial services
Marketing operations for insurers and their agent networks
Insurers and financial services brands fund local marketing for the agents and advisors who sell for them: sponsorships, local ads, events, and mailers. Every piece needs compliance approval before it runs and proof before it is reimbursed.
- HQ
- Insurers and financial services brands
- Network
- Independent and captive agents, advisors, and branches
Where agent co-op programs lose the thread
Agents request co-op by email, wait on compliance, and submit receipts months later. Marketing and compliance teams cannot see what is in review, what ran, or which agents used their funds, and the audit trail lives in inboxes.
How Sizle fits
Compliance review in one queue
Agents submit each campaign with dates, channels, budget, and KPIs, and marketing and compliance approve it in order.
An audit trail on every claim
Plan, approvals, evidence, and reimbursement live on the same record, from the agent's request to the payout.
Invoices read for you
Upload an agent's invoice and the vendor, channel, and amounts fill in, each field marked and editable, and matched to eligible spend.
Funds by market and agent
Planned, approved, and used budget across the network, so unused co-op is visible before it expires.
Results agents report
- Quote requests
- Appointments
- Policies written
- Leads
Common questions
Is Sizle too much for a single-agent office?
Agents only see their own campaigns: plan, submit, upload, and track. The review tools stay with the brand.
See it on your own network.
Tell us how your network runs today, and see the parts of Sizle that map to it.