CUSTOMER ENGAGEMENT EMAIL CAMPAIGNS
IMPROVE RETENTION AND UNCOVER CROSS-SELL OPPORTUNITIES

START PRODUCTIVE CONVERSATIONS
DISCOVER CROSS-SELL OPPORTUNITIES
Customer Engagement email offer your customers direct opportunities to request additional policies or bundling – straight forward cross-selling opportunities.
When your customers respond to your emails with a request for service, this is the perfect opportunity for you to review their policies and discover cross-sell and referral opportunities. 93% of insurance consumers say that they would like to have all their policies with a single insurer, but only 17% do. Ask your customers about bundling in this email campaign.
CONSISTENT OUTREACH
IMPROVE LOYALTY
A recent study showed that less than 33% of customers are satisfied with their insurance provider, and the average churn rate in the insurance industry is 16% per year.
The best agencies stabilize their book of business by offering exceptional service. Customer Engagement emails encourage your customers to reach out to you when they need anything at all, providing opportunities for you to resolve concerns and provide great service.

START PRODUCTIVE CONVERSATIONS
UNCOVER CROSS-SELL OPPORTUNITIES

Customer Engagement email offer your customers direct opportunities to request additional policies or bundling – straight forward cross-selling opportunities.
When your customers respond to your emails with a request for service, this is the perfect opportunity for you to review their policies and discover cross-sell and referral opportunities. 93% of insurance consumers say that they would like to have all their policies with a single insurer, but only 17% do. Ask your customers about bundling in this email campaign.
CONSISTENT OUTREACH
IMPROVE LOYALTY

A recent study showed that less than 33% of customers are satisfied with their insurance provider, and the average churn rate in the insurance industry is 16% per year.
The best agencies stabilize their book of business by offering exceptional service. Customer Engagement emails encourage your customers to reach out to you when they need anything at all, providing opportunities for you to resolve concerns and provide great service.
HOW IT WORKS
CONTACT
We’ll build you an email marketing campaign to contact each of your customers each month on a variety of topics.
BUILD AWARENESS
When customers receive content from you each month, you become more top of mind, creating stronger relationships.
FIND NEW OPPORTUNITIES
Each monthly email provides opportunities for customers to start a conversation with you. These conversations are a prime chance for you to uncover cross-sell, referral, and retention opportunities.
RETAIN
Positive brand awareness and highly engaged customers naturally leads to improved loyalty and retention.
Track Customer Form Fills in Your Dashboard
LEARN MORE
REQUEST DEMO
- Tell us more about your agency and growth goals.
- We’ll find solutions that meet your needs and fit your budget.
- We’ll get to work and report on our progress!
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