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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

We Follow Compliance Standards for Life & Health Insurance

Keep it compliant. Break free from dry, technical content while keeping your business compliant. Everything we craft for you is entertaining and editorial in nature. We don’t solicit loans, discuss mortgage programs, quote interest rates or write about topics that would trigger possible Truth in Lending Act violations.

The 2017 Email Marketing Roadmap for Insurance Agents

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Build trust with your network.

Enaging with new buyers can be a challenge. How do you reach millienial clients while continuing to connect with your tried and true policyholders? Connect with your network when they need coverage and stay top of mind so it’s your business they recommend to their friends, family members, colleagues and co-workers. We help you maintain the rapport you’ve built with each of your contacts by creating email and social media campaigns for your business. Take a look at a few of our sample campaigns below:

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Boost your bundles. Highlight your expertise with four additional content blocks that speak to the additional services you offer: Home and Auto, Healthy Living, Long-Term Planning and Insurance 101.

Connect with your clients when they need you most.

You have to establish trust early on. We identify clients and prospects who are ready to have a conversation so you’re present in the moments that matter.

“Without OutboundEngine I would have to hire somebody else to do all of the posts for us. Or it would just take up all of my time and I wouldn’t be able to focus as much time on taking care of my clients.”

Heather Brummels
Affiliated Brokers Insurance
 

Referrals from your best source: Your current clients.

You’ve worked hard to establish a foundation of trust on which to build your referral business. We’ll help you expand your client list and reach new prospects through your existing network.

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We’re tech savvy so you don’t have to be.

You don’t have to be a technology wiz to utilize OutboundEngine’s automated marketing. Our friendly customer success team is here to help you get setup, build your database, and offer advice. We’re located in Austin, Texas and available via phone, email and chat.

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