Insurance Agency Email Workflow & Dynamic Content

Posted on

April 18th, 2022


Today, most agents and brokers understand the fundamental opportunities offered with email marketing. But many may not understand the next logical progression, leveraging dynamic content and workflow.

What is an email workflow? It is a series of automated emails which are sent (or not sent), based on the individual preferences of targeted subscribers, to help facilitate how they interact with your agency. Email workflows are triggered based on information you know or learn about your subscribers using branching (Yes, No, If, Then).

The workflows allow agency marketers to send precise emails, at predetermined times to specific prospects or clients. Well-designed email workflows can help insurance agencies improve both conversion rates, and customer retention.

Contact the StartUpSelling Insurance Marketing & Lead Gen team.

Play Video
Skip to content