In this era of digital ubiquity, businesses expect personalized relationships with insurance agents. Both prospects and customers require brokers to deliver a more meaningful benefits experience. Yet, many agencies are lacking in the adoption of holistic digital marketing strategies. As an insurance agency grows, the number of marketing tasks also grows. Moreover, how can you allocate efforts to marketing during the open enrollment season? Fortunately, technology has brought us marketing automation—in other words, software to automatically deliver personalized marketing messages. In this week’s Broker Tool Belt, we highlight marketing automation advantages for brokers and how this technology provides the speed, insight, and outreach required to succeed in an increasingly digital world.
Marketing automation is software that manages marketing processes and campaigns. In prior Broker Tool Belt posts, we’ve reviewed marketing automation software for agencies. In this week’s post, we are going to explore how to create an effective insurance marketing automation strategy and share tips for implementing it successfully in your agency.
You know that Broker Tool Belt is all about sharing business and marketing practices to help insurance agencies succeed. Our latest recommendation is insurance agency automation software.