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Marketing Automation
Sales Cloud

A communication engine built for insurance producers.
OVERVIEW
  • Providing dynamic options to help agents and brokers reach customers and prospects
  • Share materials with individual recipients or members of insurance-focused contact lists
  • Deploy customized, insurance-based email campaigns – featuring expert-authored content - with ease
  • Determine when messages are deployed to recipients' inboxes

Features + Benefits

Making prospect outreach, customer onboarding, and renewals a breeze

Flexible Distribution Capabilities

Each item you send can go to an audience as broad or as narrow as you desire. With options to send to individual contacts, customer accounts, or dynamic and static lists, you have full control over who gets your message.

Robust Scheduling Capabilities

Setting the date and time for a message to hit your audience's inbox is simple and straightforward. Scheduling controls are also available for each message in a campaign.

Illustrative Reporting

Get a clear picture of how your communications are performing. View everything from email opens to clicks on campaign materials – all within your dashboard. It’s never been easier to connect marketing efforts to revenue and retention.

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

Find new ways to grow your benefits business and retain existing clients. Boost customer satisfaction and set your agency apart in an increasingly competitive marketplace.

Sales Cloud for Commercial Lines

Grow your agency with solutions designed specifically for commercial insurance brokers. Offer unique value-adds and strategies designed to establish your industry expertise and make you an indispensable partner.

Sales Cloud for Personal Lines

In an increasingly competitive marketplace, find new ways to grow your business and retain existing clients. Drive efficiency through each step of the client lifecycle from generating new leads to renewal.
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Resources
Marketing Automation Info Sheet
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