Sales & Marketing - Solutions for Agents

Even in today’s technology-driven world, insurance remains a relationship business. Your customers expect you to know all about them all the time. What they don’t expect are one-off emails and sales calls that aren’t timely or relevant.

Instead, stand out in the crowded marketplace and grow your business by keeping your customers front and center. Automate your sales and marketing with integrated technology that allows you to easily and efficiently manage your pipeline and provide targeted information and advice to your customers.

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Why Sales and Marketing Automation Matter to Your Business

Keep your business growing and your book renewing

Deepen relationships to maintain and grow a healthy pipeline for new and renewal business that diversifies and bolsters your book of business.
Cut costs and save time

Stop wasting time and money switching between systems or having applications that don’t speak to each other. Connect your front office and your back office seamlessly.
Gain greater insights into your marketing activities

Make data-driven decisions about marketing campaigns. Know exactly how your sales and servicing teams are performing.

What the Numbers Say

6x

higher conversion rates for organizations that use content marketing

Source: Aberdeen
28.5%

ROI for email vs. 7% for direct mail

Source: Snovio Labs
300%

increase in growth for organizations with intentional marketing efforts vs. “order takers"

Source: QAA