Finding new leads and retaining existing clients is the lifeblood of any agency. However, it can be extremely difficult to complete these tasks without an effective sales and marketing strategy in place.
Boost your agency’s growth and increase prospect engagement by leveraging the industry’s leading marketing and prospecting solutions.
Marketing & Prospecting
Email Marketing Automation
Engage your clients and prospects by using a streamlined communication engine to help you:
Save time and increase your reach by sending tailored, timely communications to your entire book
Ensure your emails reach your target audience by using dynamic lists to target specific groups or individuals based on location and other demographics
Measure the effectiveness of any given email campaign
Instantly access the industry’s largest database of employer insurance risk insights, providing thousands of leads and empowering you to accelerate growth. With our lead sourcing and management solutions, you can:
Supercharge your marketing strategy with insurance profiles and insights gathered and interpolated from dozens of data sources
Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria
Easily engage with prospects by managing and exporting lead lists