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Insurance Agency Drip Campaigns & Email Workflow


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

An electronic mail workflow is a sequence 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 , or be taught, about your subscribers (utilizing branching for Sure, No, If, Then). The workflows permit company entrepreneurs to ship exact emails, at predetermined occasions to particular prospects or purchasers. Nicely-designed electronic mail workflows may help insurance coverage businesses enhance conversion charges, and buyer retention. Let’s focus on one of many many sorts of workflows insurance coverage businesses can use, we’ll comply with up with further weblog posts on different sorts of workflows on this ongoing sequence.

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Insurance 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 Modifications with CSA Rules & the Affect on Truckers. Email workflows permit company entrepreneurs to speak the knowledge your attendees have to know, and when they should understand it. Your company webinar workflow might be triggered as quickly as a date is about, although it’s endorsed a webinar registration touchdown web page is prepared at the moment.

As soon as triggered, the webinar electronic 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 may embody dates and occasions, if the webinar shall be recorded, the place to get the presentation slide or companion supplies, and certification info for credit with HRCI, SHRM, and so forth. It is helpful, to start a number of weeks earlier than the webinar, and to remind those that haven’t registered, and retain those that have registered.

Insurance company electronic 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) might 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 electronic mail might 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.

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Evidently, each company must be utilizing easy electronic mail campaigns. Nonetheless, for a lot of businesses, the time has come to put money into insurance coverage company electronic mail workflow drip advertising and marketing. These businesses missing the employees or instruments to perform this may take into account outsourcing the initiative to a proficient insurance coverage advertising and marketing company.

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