Input or upload your contact's name, email address, and workers comp date.
Send emails timed around your prospect's workers' compensation renewal date.
Get notified when your prospect click on your emails. On-Demand reports show who is engaging and who is not.
Successful commercial insurance producers don't wait until the last few months to reach out and connect with their prospects. They use workers' comp and risk management as a year-round sales wedge to create new business opportunities worth hundreds of thousands in annual premiums.
Whether they know it or not, business owners are facing decisions every day that impact their upcoming workers' compensation premiums. Safety issues, return to work programs, or a new mod factor increase. There is always an opportunity to open the door with the right message at the right time.
We've taken a fully-loaded CRM & email marketing automation solution and configured it for a single purpose. Touching your workers' comp prospects with relevant messages each month based on when their workers' compensation insurance renews. You don't need a CRM to use our platform, but if you already have one we may be to sync with it.
Choose one of two platform options. DIY for those with experience using email platforms such as MailChimp and Constant Contact, and Done For You, where we build your email templates, upload your contacts, and monitor your account.
See your email stats any time you want. Success by email, success by contact, sent, clicks, campaign effectiveness, response rates, and more!