As a former Independent Insurance Agent and now a part of Zywave’s Client Services Team, I wanted to share some of my favorite key features in the new Digital Marketing Platform. Zywave offers agencies a fully automated marketing system that includes email marketing, task management, customer relationship management (CRM), email content library, reporting, and analytics in a centralized system!
Remember the days of manually tracking individual sales leads, follow up calls, and follow up emails? I remember tracking all of my leads on index cards, rotating them through the index card box and thinking there has to be a better more efficient way. Times have changed and using a Customer Relationship Management (CRM) system allows agencies to unify sales, marketing, and customer service functions.
Email Marketing
The email marketing communication is automated throughout the sales process, allowing the agency/agent to stay top of mind with their customers and prospects. In addition to the automated emails, there are also cross-sell campaigns, segment and target drip campaigns, fun personalized holiday and birthday campaigns, and the ability to market to both personal and commercial leads. Did you know that 74% of online adults would rather receive commercial communications via email than direct mail? The automation is key, affording you more time to quote and close deals!
Task Management
The structured and strategic task management helps the agency/agent organize and centralize sales opportunities; turning prospects into customers by prioritizing agents’ to-do lists. The platform automatically delegates open tasks to agents reminding them to contact new leads, gather information needed to quote, and follow up on quotes so that opportunities don’t slip through the cracks. No more keeping track of index cards in rotation!
Reporting and Analytics
Analytics offer insight into the overall performance of the agency/agent. The reporting offers full visibility into sales opportunities; it measures the effectiveness of marketing campaigns and tracks new opportunities. It also has the ability to track each producer’s quote to close ratio and total premium.
With so many great features in this platform, it was difficult to choose just three to highlight. If you are interested in learning more about our Digital Marketing Platform, see all the system has to offer here and schedule your overview presentation.