Use email marketing campaigns to keep in touch with customers.

An industry-specific agency management system, like AgencyBloc, takes your insurance email marketing to the next level by keeping the bulk of your mass communications in one place. It also saves you time and money associated with learning and investing in a separate email marketing platform. 

Create drip or one-time mass email campaigns and use tracking and analysis to monitor success, then monitor the success by tracking the following in AgencyBloc:

  • Open Rate
  • Click Rate
  • Spam Rate
  • Bounce Rate
  • Number of Opt-Outs/Unsubscribes

Automate this process with AgencyBloc's Automated Workflow to create and schedule campaigns throughout the year that include retention-focused touchpoints.

Happy New Year email example in AgencyBloc

Mass & Drip Email Campaigns

Mass emails are written for a segment of your audience, often a large one, that qualifies to receive one specific message. Sending the message via mass email saves you time and effort in having to inform each individual separately.

Examples of mass email campaigns include: 

  • Weekly or monthly emails
  • Newsletters
  • Holiday greetings
  • Other business-related information
Agent email campaign in AgencyBloc

Segmented Client Campaigns

Segmented email campaigns let you pinpoint specific groups of people to send relevant information via email. An example of a segmented email campaign is to alert your clients of upcoming enrollment periods and dates. Rather than send a mass email that includes all of the dates, you can segment your lists to distinguish between those who enroll during the Open Enrollment Period or Annual Election Period. This greatly reduces enrollment confusion.

Editing email campaign in AgencyBloc

Segment, Mass, & Drip Email Campaigns

Create a segment campaign for your insurance agents and downlines to share agent-specific information or policy-specific information. For instance, you could create a monthly newsletter for agents alerting them to carrier changes, upcoming CE-credit classes, and other industry news. You could also take segmentation a step further and send a monthly newsletter to group employees with a specific plan to share the added benefits available.

See Real Agency Experiences

"AgencyBloc is a time-saver, especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to. You can set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc."

Mary D.
Express Insurance Services

"We have found AgencyBloc invaluable to the organization of our client data. We use reports to help us set goals and track progress, email marketing to reach out to clients on a regular basis, automated workflow to make sure we do not miss important tasks, and notes and activities to assign future tasks! This program has helped us to be more efficient and professional."

Tara W.
Westhouse Insurance Agency, LLC

"I recently signed up for AgencyBloc and LOVE IT. AgencyBloc has everything I was looking for: a way to organize my clients by product of enrollment, workflow abilities to help me stay on top of my growing business, automated emails, and more. The training and support provided have been top-notch. I am very pleased with AgencyBloc and know the investment will help me grow my business. I give AgencyBloc 5 stars!"

Laura B.
LB Health Insurance Solutions

Looking for more? Explore our suite of industry solutions.

  • AgencyBloc's industry-specific sales enablement tools help your agency create efficiencies, track your success, and, ultimately, sell more.

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  • Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

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  • AgencyBloc's Commission Module creates a comprehensive view of your data so you can reduce time spent processing commissions and quickly identify missed income from carriers.

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