Connect with the right people at the right time.
77% of email ROI (return on investment) comes from segmented, targeted, and action triggered campaigns.1 Using a marketing persona template, you can discern who your audience is and better understand their interests and needs for life and health insurance coverage. You can then separate them into demographic categories with messaging that is personalized and targets exactly what they want. This way, you'll be able to send the right message to the right contact at the right time. Not only can this improve conversion rates, but it can help boost retention and referrals, as well for your insurance agency. Remember, happy clients are most likely to stay and are 3 times more likely to refer.2
1 Marketing Profs
2 Harvard Business Review