Quote More. Retain More.
AUTOMATED MARKETING CAMPAIGNS THAT CREATE QUOTE AND RETENTION OPPORTUNITIES.

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REAL OUTCOMES TO GROW YOUR AGENCY
Our expert insurance marketers have built automated marketing camaigns that actually produce growth opportunities. Here’s how it works:
STEP 1
Pre-Built, Automated Marketing Campaigns are Launched.
STEP 2
Those Campaigns Produce Outcomes as Users Engage Online.
STEP 3
Those Outcomes are Simplified into Action Items that Serve as Conversation Starters.
STEP 4
Those Conversations Uncover Insurance Needs & Updates.
STEP 5
Those Needs Lead to New Policies, Upsells/Cross Sells and Retention.


STEP 1
Pre-Built, Automated Marketing Campaigns are Launched.
STEP 2
Those Campaigns Produce Outcomes as Users Engage Online.
STEP 3
Those Outcomes are Simplified into Action Items that Serve as Conversation Starters.
STEP 4
Those Conversations Uncover Insurance Needs & Updates.
STEP 5
Those Needs Lead to New Policies, Upsells/Cross Sells and Retention.


Marketing Campaigns
Uncover up-sell, cross-sell, and retention opportunities from your existing book.
Direct Quote Requests
Email Marketing campaigns engage your existing contacts – leads, current customers, and former customers to offer them new quotes for their insurance. When they fill out a form, you’ll be notified with their information and comments.
“I’m currently with Geico but their rates keep increasing. Can you get me a quote for home, 2 autos, and $1M umrella?”
“We currently have homeowners insurance with you. I’d like to see about bundling our auto insurance also.”
Up-Sell & Cross-Sell Opportunities
Engage with your current customers to uncover the immense value within your current book of business. When customers are engaged, they often bring up opportunities for you to increase their policy amounts or sell new policies. We encourage these conversations from your customers and alert you with an action item.
Inbound Calls
Get inbound calls from Google with Local SEO or warm leads from email marketing. Our marketing campaigns are designed to capture engaged leads and notify you when someone is ready to talk.

“I have been trying to update my policy for over a week now with no return calls or texts.”
Retention & Saves
Reduce churn at your agency by identifying your dissatisfied customers. When you can identify customers who are unhappy, it gives you a chance to make things right before they defect for a different insurance provider.
Referrals
Get more referrals by utilitzing Customer Engagement campaigns which ask your customers specifically for referrals, or with a Customer Satisfaction survey, which helps you know who your most satisfied customers are, so you can seek referrals directly from those who are most likely to give them.
“My sister-in-law would like to connect with you and see if she can compare rates for what she is paying now. Her number is ______ and her email is ______”
Direct Quote Requests
“I’m currently with Geico but their rates keep increasing. Can you get me a quote for home, 2 autos, and $1M umrella?”
Email Marketing campaigns engage your existing contacts – leads, current customers, and former customers to offer them new quotes for their insurance. When they will out a form, you’ll be notified with their information and comments.
Inbound Leads

Get inbound calls from Google with Local SEO or warm leads from email marketing. Our marketing campaigns are designed to capture engaged leads and notify you when someone is ready to talk.
Up-Sell & Cross-Sell Opportunities
“We currently have homeowners insurance with you. I’d like to see about bundling our auto insurance also.”
Engage with your current customers to uncover the immense value within your current book of business. When customers are engaged, they often bring up opportunities for you to increase their policy amounts or sell new policies. We encourage these conversations from your customers and alert you with an action item.
Referrals
“My sister-in-law would like to conenct with you and see if she can compare rates for what she is paying now. Her number is ______ and her email is ______”
Get more referrals by utilitzing Customer Engagement campaigns which ask your customers specifically for referrals, or with a Customer Satisfaction survey, which helps you know who your most satisfied customers are, so you can seek referrals directly from those who are most likely to give them.
Retention & Saves
“I have been trying to update my policy for over a week now with no return calls or texts.”
Reduce churn at your agency by identifying your dissatisfied customers. When you can identify customers who are unhappy, it gives you a chance to make things right before they defect for a different insurance provider.
The Impact on Your Agency
SELL MORE POLICIES
Our campaigns uncover quote requests in a variety of ways: inbound calls from Local SEO campaigns, current customers requesting quotes due to life updates, prospects becoming familiar with your brand via email marketing, and more.
REDUCE CHURN
The marketing services we provide naturally lead to ways you can resolve concerns and service policies to delight your customers. Hearing from your customers and providing quality service naturally leads to better retention.






READY TO START GETTING QUOTE & RETENTION OPPORTUNITIES?
REQUEST A DEMO
- Discuss which marketing campaigns will drive the best growith opportunities for your agency
- Request Pricing
- Get started uncovering quote and retention opportunities
SERVICES
LIFT LOCAL
We create marketing strategies that help insurance agencies start conversations with prospective, current, and future customers. Get found on search engines, engage users on social media, generate positive online reviews, and nurture your contacts with email automation.
(801) 407-5983