If you don’t have an email marketing plan in place, you could be leaving money on the table. In our competitive industry, it’s important to do everything you can to build relationships with existing clients and promote engagement. As a member of Apex Insurance Group, you will have access to a powerful CRM that can help you track and nurture leads. But we take it a step further than that, providing a full Business In A Box offering, which includes assistance with building and automating your insurance email campaigns. Learn more below, and become a member today!

Why Email?

Email marketing is an underused tool in our industry. While many agents tend to focus on building new leads and clients, your existing clients present a wonderful opportunity for additional business. With a simple outreach campaign, you may be able to leverage your existing network to promote additional product sign ups and referrals.

Here are just a few reasons to consider email an essential part of your marketing campaigns:

Insurance Email Marketing Tips

To help you get started with your email marketing, keep the following tips in mind.

What do you want to achieve from your campaign? Set goals so you can track progress and make improvements.

Combining your email marketing with your CRM system can help you to segment lists, keep organized, improve efficiency, and save time.

Avoid simple messages to promote sales or offers. Instead, offer useful information to clients on products that they may actually need. The goal is to inspire action, not to push a heavy sales pitch.

A well-crafted welcome email can help to establish your relationship with new clients while also providing an opportunity to pitch additional products.

A little encouragement never hurts. If a client is opening your emails, they’re already engaged. Why not offer them a special deal to encourage a sale?

Let’s Get Started

Ready to build a profitable email campaign? Register as an Apex Insurance Group member today to benefit from this service and many more!