Although often over complicated, marketing automation is, in a simplified definition, a way to move prospects and customers through a “funnel” or “customer journey”, automatically.

There are many benefits to automation for your insurance agency. It allows you to deliver the right message to the right person at the right time, which strengthens relationships, and makes for a better customer experience with your agency.

It also allows you to follow up with leads who may not have been ready to buy the first time they came to your website. This demographic typically makes up a large portion of search traffic. The reality is, people like to kick the tires before they make their mind up. Automation can help you drip on those people, and get them back in front of your brand, without you lifting a finger.

Up until a few years ago, automation tools were typically very expensive, used mostly by enterprise. Now, it’s easier than ever to get up and running with marketing automation, and if you’re an independent insurance agency owner, automation can help you streamline your marketing and customer service workflows tremendously.

There are agents out there who have literally replaced human beings in their agency with automation software. That’s how powerful it can be. Unfortunately, as powerful as this software can be, it can also be extremely confusing to use, which is why most agency owners simply don’t utilize it.

At Advisor Evolved, we understand the incredible value that automation can bring to your business, which is why we introduce it to each new customer, so that they too can reap the benefits of this incredibly powerful and efficient software.

Here are just a few things you can do with automation:

New Customer On-boarding

The first couple weeks and months your new customer is with your agency is a very important time frame. This is where you can deepen the relationship you have with them, and reinforce to them that they made the right decision to do business with you.

Being able to automate the on-boarding process saves your agency valuable time, but also delivers the right message to your new customer at the right time.

Educating Your Customers

One of the best ways to build trust with your client base is by educating them. Teaching sells, and there might not be a better way to do it than with video and email automation. You can literally push people through a course, delivering an educational email lesson to them each week.

Policy Servicing

You can send automatic emails out to your policy holders reminding them that their policy is about to renew and that it could be an idea to do a review with you.

Drip Marketing to Prospects

The reality is, most people who come to your website will never return. It’s important to have a mechanism in place to capture those leads so you can stay in communication with them.

When you sign up with Advisor Evolved, we help you get up and running with pre-built funnels and automation sequences (even in our base plan) that are literally plug-and-play, so you can start crafting automated customer journeys that save you time, and get the right message to your clients at the right time.