Marketing Technology for Life and Health Insurance Agents

As an insurance agent or broker, you likely insure hundreds of clients, which makes staying in touch with your policyholders a challenge. When you initially meet with customers, they trust you to help them find the appropriate life and health policies to protect them in the years to come. But how do you continue to provide value once policies are underwritten? By continuing communication with your clients long after the paperwork is signed, you build additional trust and retain your role as the industry expert. With your relationship firmly established, clients will turn to you down the road when they wish to expand their policies or coverage, rather than turning to online insurance companies to get a fast quote. While ongoing outreach is essential to retaining your book of business, keeping up with communication poses a challenge even if you have a system in place for following up consistently. Writing and sending email newsletters takes up valuable time that could be spent pulling quotes or finding the perfect policy for your client’s needs. Rather than trying to do it all yourself, you can rely on OutboundEngine to handle your email marketing strategy instead. While you focus on helping your clients find the best insurance products, we will manage the communication with timely, relevant newsletters loaded with interesting articles and valuable information. With our innovative marketing solutions, your insurance agency will always stay top of mind.

We make sure the email campaigns we design are tailored to discuss the products you offer. Here are some of the life and health insurance products offered by current agents using OutboundEngine:

• Annuities
• Whole, universal, variable and term life policies
• Indemnity
• Medicare
• Dental
• Liability
• Disability