Automated Drip Marketing System

Our automated marketing campaigns will help your agency sell more insurance policies, cross-sell additional lines of insurance to existing clients, improve client retention, and encourage former customers previously insured with your agency to come back.

Why is such a system important? It’s easy to lose contact with our clients and prospects interested in our services.

Retention is a key function of our automated insurance campaigns. One reason why clients will leave an agency is because the agency fails to stay in regular contact with their policyholders.

Our Automated Insurance Marketing Campaigns help you to stay in contact with clients, former customers, and prospects automatically.

Additionally our software will automatically send out postcards by means of a third party mail house at less than $1 for each postcard including postage and create PURL’s for additional marketing opportunities.

Available Campaigns:

  • Cross Selling Personal lines, Life, Business, Employee Benefits, & Investments.
  • Prospecting campaigns for Personal lines, Life, Business, Employee Benefits, Investments to help you close tough to reach prospects all on auto pilot.
  • X-Date campaigns for Personal lines, Life, Business, & Employee Benefits.
  • Welcome aboard campaigns
  • Client Retention campaigns for renewals.
  • Client Newsletter Campaigns
  • Holiday, Anniversary, and Birthdate campaigns.
  • Lost Clients campaigns for Personal lines, Life, Business, Employee Benefits, & Investments.
  • Automatic Postcard Campaigns (5 postcards designed for agency)
  • PURL Campaigns. (personalized URL’s)
  • Claim and loss control campaigns

Each campaign is customized and personalized for the agencies individual needs.

We import all clients, prospects, and former customers into your system and set up all campaigns and provide complete training on how to use your automated marketing system.

Optional marketing kits and sale promotional literature can be produced for the agency as well.

Campaign Investment:

Five Campaign Package – $3,397 (Paid in full up to 2500 contacts in system)

Monthly Payment Option: $1,998 down payment and 11 Monthly Payments of $182.77 ($29.95 per month after 12 months)

Ten Campaign Package – $6,115 (Paid in full up to 5000 contacts in system)

Monthly Payment Option: $2998 down payment and 11 Monthly Payments of $383.43 ($79.95 per month after 12 months)

Fifteen Campaign Package – $8,561 (Paid in full up to 10000 contacts in system)

Monthly Payment Option: $3998 down payment and 11 Monthly Payments of $554.91 ($139.95 per month after 12 months)

The Client Newsletter Campaigns is available in 3 individual levels.

  • Level 1 – One newsletter each month
    Level 2 – Bi-Monthly newsletter (additional $497)
    Level 3 – Weekly newsletter (additional $894)