Prospect. Identify. Protect.
Personal Lines Suite helps you market to prospects and nurture existing client relationships with more than 500 professionally written and designed pieces of content.
Your total sales and marketing solution for personal lines agencies.
Personal Lines Suite is an ideal solution to create an “easy button” for sales and marketing needs and workflows. This includes helping with prospecting and lead generation, establishing systematic sales workflows, providing timely, relevant communications, and much more.
Automatically communicate to prospects
Pick premade, agency branded newsletters and content to instantly engage your entire prospect base with a click of a button. Year-round campaigns, breaking legislative news help differentiate your value. Create and build your agency brand with these trusted resources.
Optimize your communication and marketing intiatives
Make sure you get ROI out of your marketing initiatives by know how effective they are. Reporting on clicks, downloads, etc will help you know what your clients are interested in and how to better engage them. Have tangible ROI from your marketing initiatives.
Personal Lines Suite solves the complex problems you're facing.
- Close more business
- Reduce servicing time
- Make retention easy
P&C agencies are primarily focused on getting new business and prospecting. Differentiation is one of the biggest challenges for insurance agencies and most struggle to do so. Differentiate by providing tangible value and ROI to your prospects and close more business. We can help you execute your prospecting with content, resources, tools, etc.Schedule a Demo
P&C spend around 50% of their time servicing clients. Agencies can save time by answering questions quicker and proactively communicating with their clients.Schedule a Demo
Simplify the retention process by showing your value year round. Provide tools and resources to save your clients money and educate them safety and risk management.Schedule a Demo
Here are just some of the features that set Personal Lines Suite apart.
Content distribution engine
Instantly email content and resources one-off or set-up once for year-round distribution, and automatically account round and send emails based on data.
Over 500 pieces of content covering risk management, safety, OSHA compliance, insurance coverages, etc.
On-demand marketing hub
Enhance your brand with ready to use marketing templates, videos, PPTs, sell sheets, emails, social posts, scripts and more.
Get click rates, opens, downloads and more for your marketing initiatives through Broker Briefcase.