The Challenge
Are Mental Reminders & Sticky Notes Clogging Your Mind?
In our technological world, connection is crucial. And that’s exactly what your clients, prospects, and agents are looking for from your health insurance agency. But if you’re having to remember to send each email, start each campaign, and follow up with every question, you’ll quickly burn out, miss out, and lose opportunities.
Common roadblocks include:
- Manual communications take resources from working on other critical revenue-focused tasks
- The #1 reason clients leave a health insurance agent is due to a lack of meaningful communication
- Busy seasons prevent the ability to intentionally connect and limit the opportunity for retention-building relationships
You've got questions. We've got answers.
Insurance Automation FAQs
When combining automation with our email capabilities, you can take your insurance email marketing to the next level. Being able to reach out to clients and prospects at specific points of the sales funnel without having to manually send those emails is extremely helpful. It ensures that your audience can get consistent, specific communication with minimal work and will also make emails, like ones for birthdays, easier and more feasible.
Automation can be a broad word—put simply, it's the idea of making recurring tasks happen automatically. Once automation is set up, it helps insurance agencies work smarter not harder and ensure tasks are completed and communication happens. Check out some examples of things every insurance agency should be automating, like policy renewal workflows and lead follow-up workflows.
There are a lot of moving parts in insurance agencies, and automation is a way to save time while increasing quality of service. It makes it easier to ensure processes are accurate and consistent, that timely communication happens, and that employee tasks don't slip through the cracks. With extra time and resources, agencies can focus on other areas of their business.
Schedule a demo today to get more of your agency's AMS+ questions answered.
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