How email automation workflows can can help insurance companies and brokers

Email automation workflows can be a powerful tool for insurance brokers looking to enhance their marketing efforts, improve customer engagement, and drive conversions. In this blog, we'll explore the different types of digital automation workflows that allow companies to thrive and flourish in the digital age, allowing you to realise greater efficiencies and productivity through streamlined, automated processes.

1. Customer Onboarding

A series of onboarding emails should be sent to new customers who have recently purchased a policy. This type of email workflow is an opportunity for insurance brokers to make a positive first impression, introduce their brand and services, and provide customers with relevant information such as policy details and contact information. Onboarding emails can help build trust and establish a strong relationship with the new customer from the outset.  

2. Abandoned Quote Automation

Abandoned quote emails can be sent to customers during and throughout the quote process depending on what stage they drop off at. These email workflows can be used by insurance companies to digitally chase customers for their upcoming policy renewal driving inbound calls back to their sales agents. These emails will include a personalised message, a reminder of the benefits of the policy, and a call-to-action to complete the purchase or to call a sales agent.

3. Enhanced Renewal Automation

Brokers who send automated reminders of upcoming policy renewals, increase their chances of a successful renewal. By designing more digital touchpoints in the renewal process, Email and SMS can improve back office efficiencies by up to 80%.

Here is a great example from Liberty Insurance:

4. Cross-Sell and Upsell Emails

Cross-sell and upsell communications are sent to customers who already have one policy, offering a valued customer discount benefits both the customer and the broker. This type of email workflow can be used by insurance brokers to increase customer lifetime value and improve their multi-policy numbers within their customer base. Cross-sell and upsell emails can be personalised and targeted based on the customer's previous purchase history and interests.

Here is a great example from MBC Insurance:

5. Birthday Emails

Birthday emails can be sent to customers on their birthday creating a touch point throughout the year that is not a hard sell. This type of digital workflow can be used by insurance brokers to show appreciation for their customers and provide them with a personalised message and exclusive discount on other products or a reward. Birthday emails can help build customer loyalty and encourage repeat business.

In conclusion, digital communication workflows can provide significant benefits for insurance companies and brokers by saving time and money whilst making teams more efficient in how they communicate with customers. By leveraging email automation workflows, insurance companies can enhance their marketing efforts, engage with customers, and achieve their business goals.

Please don’t hesitate to get in touch with us if you’re looking to become more efficient and improve how you communicate with your customers. Our team will be happy to assist you.

You can also visit our blog for more tips for insurance brokers.