Insurance Agency Drip Campaigns & Email Workflow


Let’s start with a easy definition of insurance coverage e mail drip campaigns. A drip marketing campaign is a direct advertising and marketing technique used to interact prospects and retain purchasers leveraging ongoing, dynamic content material generated e mail advertising and marketing packages. The campaigns ship focused, and conditional content material primarily based upon present and altering preferences. The content material is distributed to prospects and purchasers over various durations of time to nurture leads and enhance retention.

An e mail workflow is a collection of automated emails that are despatched (or not despatched), primarily based on the focused subscribers, to assist facilitate how they work together together with your company. The e-mail workflows are triggered primarily based on info you understand, or study, about your subscribers (utilizing branching for Sure, No, If, Then). The workflows enable company entrepreneurs to ship exact emails, at predetermined occasions to particular prospects or purchasers. Effectively-designed e mail workflows can assist insurance coverage companies enhance conversion charges, and buyer retention. Let’s focus on one of many many kinds of workflows insurance coverage companies can use, we’ll comply with up with extra weblog posts on different kinds of workflows on this ongoing collection.

Insurance coverage Webinar Workflow

For example that your insurance coverage company is planning a webinar on a subject equivalent to: ACA Compliance in an Unsure Period, or Adjustments with CSA Rules & the Influence on Truckers. Electronic mail workflows enable company entrepreneurs to speak the data your attendees have to know, and when they should realize it. Your company webinar workflow may be triggered as quickly as a date is ready, although it is suggested a webinar registration touchdown web page is prepared at the moment.

As soon as triggered, the webinar e mail workflow begins sending out automated emails, offering well timed and helpful details about the webinar, as much as the webinar, and after completion of the webinar. This will embody dates and occasions, if the webinar can be recorded, the place to get the presentation slide or companion supplies, and certification info for credit with HRCI, SHRM, and many others. It is helpful, to start just a few weeks earlier than the webinar, and to remind those that haven’t registered, and retain those that have registered.

Insurance coverage company e mail workflow branching permits for sturdy personalization and really particular content material fulfilment. For instance, if a registrant responds that they wish to obtain the slides, a Name To Motion (CTA) may be created to drive them to a obtain web page. Or for registrants who want to share the recorded webinar at a later date, and e mail may be mechanically generated, the day after the webinar, offering the recording hyperlink, and maybe a CTA to arrange an appointment to debate coverages together with your company.

Evidently, each company needs to be utilizing easy e mail campaigns. Nevertheless, for a lot of companies, the time has come to put money into insurance coverage company e mail workflow drip advertising and marketing. These companies missing the workers or instruments to perform this will take into account outsourcing the initiative to a proficient insurance coverage advertising and marketing company.

Source by Alan Blume

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