Use AgencyBloc's Pre-Built Insurance Email Templates to Automate Client & Prospect Communication

By Kelsey Rosauer on June 29, 2016 in Email Marketing

AgencyBloc's Pre-Built Insurance Email Templates

Why Email Templates?

Today, 72% of consumers prefer to communicate via email when it comes to promotional messages or client updates. For busy insurance agents to provide an excellent experience for their clients and prospects, the ability to quickly create and automate communication with clients and prospects becomes vitally important.

Email is a key communication tool with today's modern consumer, but quality, personalization and timeliness is vital. If you are not adding value or creating a positive emotional response, you are simply creating noise and will likely be eliminated from the inbox. Our new content templates combined with variable data, personalization and automated email campaigns creates enormous efficiency for the agent while supporting the agent-client relationship."
—Erica Kiefer, VP of Sales & Marketing, AgencyBloc

When the #1 reason clients leave insurance agencies is due to lack of communication, providing multiple channels to make these touchpoints is key. David Newman, marketing expert, says, “Email has an ability many channels don’t: creating valuable, personal touches – at scale.” With AgencyBloc’s Marketing Automation, insurance agencies are able to maintain personalized communication without hours of work.

What’s the benefit?

Insurance agencies understand the importance of maintaining communication with clients and prospects, but within their busy schedules, this sometimes falls to the back burner. With AgencyBloc’s pre-built templates, agencies can quickly create and send important messages. Templates included in AgencyBloc include:

  • General well-wishes like “happy birthday” and “happy holidays”
  • Client-focused communication like welcome messages, policy renewals, cross-selling campaigns, application status, open enrollment reminders, and turning 65 information
  • Agent-related communication like E&O expiration reminders and license renewal reminders

How do you use saved content?

To utilize the templates, the user simply creates an email campaign (mass or automated), selects what type of message this is (to an individual, to an agent or based on a policy), and then they can select the saved content or template they wish to use. They can also edit this saved content and save it as a copy for their agency to use again. Saved content pieces can be used across multiple emails—think signatures or tables of information you use frequently.

Marketing Automation in AgencyBloc

AgencyBloc’s Marketing Automation tools help insurance agencies stay on top of prospecting efforts, maintain positive relationships with clients and automate day-to-day internal communications.

With AgencyBloc’s Marketing Automation, insurance agencies are able to:

  • Identify cross-selling opportunities and act on them immediately
  • Automate policy reminders like renewals
  • Stay ahead of additional client selling opportunities like turning 65 information
  • Keep agent licenses and E&O up-to-date by automating reminders when expiration dates are approaching

Schedule a Live, 1-on-1 demo

Each agency’s needs are different. The best way to see how this could benefit your agency is to sign up for a personalized demo to talk about your agency's specific needs.

Schedule a demo

View the original press release

Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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