Simplify Insurance Renewals with a Few Tweaks to your Email Marketing 

Personalized renewal email campaigns are essential annual marketing programs that are proven to improve customer satisfaction. However, the manual processes required to implement these efforts place a heavy administrative burden on brokers — resulting in inefficient use of internal resources, clunky customer experiences, and (ironically) policy churn.

Automating renewal processes and communications for both personal and commercial lines relieves this burden while ensuring customers receive timely and consistent renewal notices. It also allows you to prioritize customers who are ready to discuss their renewal options now.

Join Act-On Software and Goose Digital in this 30-minute webinar on March 4th at 2 PM EST to learn how:

  • To easily build personalized emails to your customers that land in their inboxes at the right time  
  • Emails can be an initial touchpoint and engagement driver for renewals and upsell opportunities
  • Personalized emails can automate and prioritize high-value renewals for your sales teams
  • To provide customers with other proactive service options (self-serve apps/portals, chat, schedule a meeting, important information and other relevant products)
  • Capture key data needed for the commercial renewal process (ie. changes in business size, revenue, location)
  • Basic customer data can power relevant, personalized renewal email communications
Meet the Presenters
Director, Client Services
Goose Digital
Digital Marketing Manager
Goose Digital
Sr. Customer Marketing Manager
Act-On Software

With Act-On's Marketing Automation System You Can

Increase both lead quality and quantity with improved nurturing workflows and easy automated program setup.

Lower total cost overhead; save both time and resources in campaign development & execution.

Accelerate sales cycles and increase revenue with a streamlined lead to revenue process.

“Act-On is easy to use and its personalization, segmenting, and reporting features are all top notch.”

Heather Burford

Marketing Manager - Universal Funding Corporation

US: +1-(877)-530-1555 | UK: +44 1189 485610