Processes

Manage sales collateral

How manage sales collateral are reshaped as AGI capability advances.

ProcessesManage sales collateral
Manage sales collateral — illustrated

The bottom line

Roughly 85% of the work in Manage sales collateral is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.

Why: Since there are no seeded child occupations for this composite, the scalar is derived from the process name 'Manage sales collateral'. Managing, updating, and distributing marketing materials and digital documents is entirely knowledge and information work, confidently placing this process in the digital band.

grounded in the economy graph · digital scalar 0.85 · digital

Business-as-Code

Read as an executable program — the work decomposed into Code, Generative, Agentic, and Human.

Manage sales collateral sits inside a larger value-flow — 1 parent structure it composes into. The hierarchy is grounding, not the story: it tells you which aggregate exposure Manage sales collateral inherits.

Where Manage sales collateral sits

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How the work flows

Trigger: A new health insurance product launch, regulatory update, or direct request from the sales team initiates the creation or revision of marketing materials.

  1. Identify collateral requirements for specific health plans and target demographics
  2. Draft content detailing plan benefits, provider networks, and coverage terms
  3. Route materials through legal and compliance teams for regulatory approval
  4. Design and format physical brochures and digital marketing assets
  5. Publish finalized collateral to the sales enablement repository
  6. Track asset utilization and gather feedback from brokers and agents

Outcome: Fully compliant, up-to-date sales collateral is published and accessible to internal agents and external brokers.

Measured by

Asset Utilization RateCompliance Review Cycle TimeCollateral Production CostTime To Market