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Marketing Automation for Insurance Agencies

Act-On marketing automation for Insurance agencies helps you attract more qualified prospects and increase policyholders in real-time.

Make Effective Insurance Marketing Your Policy

77% of insurance consumers were moved to purchase by customized promotions. That means, as an insurance marketer, you have an incredible opportunity to use data to create personalized experiences and drive sales. In such a fast-paced, highly regulated industry, you need powerful insurance agency marketing tools to capture and implement marketing automation data. With Act-On’s advanced segmentation, lead scoring, and nurture campaign tools, marketing automation for insurance agencies increases policyholder conversions using real-time data and hot prospect alerts.

Integrate Systems to Align Your Organization

To help you create more meaningful communications for your prospects, brokers, and policyholders, our marketing automation platform integrates with leading CRMs — including Salesforce, Microsoft Dynamics, and SugarCRM.

Rapid Marketing Automation Implementation

With Act-On marketing automation for insurance agencies, the days of manual data processing are over. Enable conditional logic and dynamic content to funnel prospects and policyholders through a personalized sales process.

Attract and Acquire New Policyholders

With a multi-channel strategy for insurance digital marketing, you can increase web traffic, generate more leads, deliver innovative marketing programs, and strengthen relationships with your prospects and policyholders.

Automate Policy Renewals

Digital marketing for insurance agents can be hectic. Stay on top of your upselling and renewal activities by sending policy-specific and personalized emails to auto-renew, bundle, or purchase additional insurance products.

Meyer and Associates logo.
"We needed a platform to streamline email process while marrying best practices and data to deliver a unique customer experience."
- JEN TWERSKY, DIGITAL MARKETING PROJECT MANAGER, MEYER AND ASSOCIATES

Successful Companies That Trust Act-On: