Marketing Automation for Insurance Agents

Drive more leads and pipeline for your insurance agency with Insightly Marketing

Why choose Insightly Marketing?

Build pipeline and revenue

Engage with your audiences, create high-value leads, and grow your business.

Create lifelong customers

Drive loyalty through relevant messaging shared at just the right time in the buying journey.

The marketing app you’ll love

Align across sales and marketing to optimize the customer experience.

Engage audiences and build pipeline

Build trust and grow your business by delivering the right message to the right audience at just the right time.

Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.

Amy Anderson,
Co-Founder, Wild Coffee Marketing

Email marketing

Quickly and easily create beautiful marketing assets that drive awareness and conversion.

  • Launch great-looking, high-converting campaigns in minutes
  • Use pre-built email templates or customize your own templates with intuitive drag-and-drop functionality
  • Have more control over the way you reach customers with transactional emails and email batching

Landing pages and forms

Create high-quality landing pages designed to convert visitors to leads.

  • Design, build, and clone beautiful, engaging landing pages
  • Capture interest and engagement with embedded forms
  • Share contact information automatically with sales and delivery for seamless follow-up

Journey builder

Create strong relationships by making every touchpoint insightful and engaging

  • Easily build multi-step email sequences that guide customers from awareness to adoption and advocacy
  • Nurture relationships with multi-touch content and logical next-best actions
  • Automatically send notifications, change lead scores, or even trigger workflows based on customer interest and intent

Dynamic list segmentation

Improve your brand reputation and your results by delivering relevant content that builds trust.

  • Show customers you understand them and their business by dynamically adding or removing contacts from your lists
  • Optimize conversion through improved targeting
  • Monitor interest and purchase intent with prospect scoring and grading
  • Segment by firmographic and demographic data and maximize your ability to reach the right person with the right message

Measure and iterate

Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.

The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.

Kelsey Dus,
Marketing Director, SIGMA Equipment

Dashboards and reporting

Create a single source of truth, share results across your entire organization, and demonstrate your impact.

  • Track your unique KPIs with shareable dashboard cards and different chart types
  • Evaluate and report on campaign performance with UTM tracking, multi-touch attribution, and ROI tracking
  • Understand audience preference and intent with prospect ID tracking
  • Improve email performance with health reporting

A/B and multivariate testing

Test, learn, and improve your email performance

  • Understand what resonates for your audiences, and what doesn’t
  • Improve your email campaigns and engage your audiences more effectively
  • Go beyond basic A/B testing with easy-to-use advanced testing that will help you optimize results
  • Improve email performance with health reporting

Integrate with ease

Share insights across your entire
organization and build strong
relationships with prospects
and customers.

Modern, unified platform

Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.

  • Show customers you know them with data captured across every single interaction
  • Deliver great experiences across every single sales, marketing, and customer support touchpoint
  • Easy to customize and integrate with the applications you use to run your business


Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.

  • Capture leads more easily from all your digital advertising channels, like Google Ads, Facebook, Instagram, and LinkedIn
  • Connect your eCommerce platform to Insightly, send targeted campaigns, and sell more
  • Empower your marketing operations team to own all your integrations
Watch the video

CRM + Marketing Automation Yields 3x Revenue Increase

Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.

Watch the video

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Experience Insightly Marketing for yourself

Frequently Asked Questions

How do insurance agencies use marketing automation?

Marketing automation is technology that helps businesses automate activities such as email, lead scoring and grading, list segmentation and lead collection. Insurance agencies can use marketing automation to track incoming leads for agents, prioritize and distribute leads to agents, send email campaigns to upsell/cross sell policy holders, and set up email journeys to encourage referrals.

What are the benefits of marketing automation for insurance agencies?

Insurance business is heavily based on word-of-mouth marketing and referrals. Marketing automation platforms can facilitate referrals and remind your customers to refer you by keeping your agency top of mind. Periodic emails, reminders, helpful tips, etc. from your agency will keep your business at the top of your customers’ inboxes.

Is marketing automation only for big insurance agencies?

Years ago, marketing automation platforms were highly expensive so that only large organizations could afford. them. Today, there are many affordably priced platforms that are intuitive so that virtually any insurance agency of any size can use this technology. In fact, smaller firms may find that using a marketing automation platform helps them compete with larger agencies.

Insightly Marketing in Action

Marketing Automation For Insurance

Marketing automation for insurance refers to the use of technology and software to streamline and automate various marketing processes within the insurance industry. It combines marketing strategies with advanced tools to enhance efficiency, improve customer engagement, and drive business growth. Two key components of marketing automation for insurance are Customer Relationship Management (CRM) and marketing automation platforms.

CRM, or Customer Relationship Management, is a system that helps insurance companies manage and analyze customer interactions and data throughout the customer lifecycle. It provides a central repository for storing customer information, such as contact details, policy history, and communication preferences. CRM systems enable insurance companies to track customer interactions, identify opportunities for cross-selling or upselling, and personalize marketing campaigns based on customer preferences. Your CRM software for insurance must be supported by a CRM strategy for insurance.

Marketing automation platforms, on the other hand, are software tools that automate marketing tasks and workflows. They allow insurance companies to create and deliver targeted, personalized marketing campaigns across various channels, such as email, social media, and websites. Marketing automation platforms can automate lead generation, lead nurturing, and customer segmentation, saving time and resources while ensuring consistent messaging and timely follow-ups.

Insurance marketing automation offers several advantages for insurance companies. Firstly, it improves operational efficiency by automating repetitive tasks, freeing up resources to focus on strategic initiatives and customer interactions. Secondly, it enables personalized and targeted marketing campaigns, which can enhance customer engagement and increase conversion rates. By leveraging customer data and analytics, insurance companies can deliver relevant offers and messages to the right customers at the right time.

Furthermore, marketing automation and CRM for insurance integration provide valuable insights into customer behavior, allowing insurance companies to track the effectiveness of marketing campaigns and make data-driven decisions. These platforms also facilitate lead management, ensuring that leads are efficiently captured, nurtured, and converted into sales.

Insurance Agency Marketing

Insurance agency marketing plays a crucial role in the success of insurance providers and agencies. In today’s digital age, traditional marketing methods alone are no longer sufficient to effectively reach and engage with potential customers. This is where digital marketing for health insurance agents comes into play, offering a range of strategies and tools to promote insurance products and services in a dynamic and targeted manner.

The current state of insurance marketing has seen a significant shift towards digital platforms. Consumers are increasingly using online resources to research, compare, and purchase insurance products. Therefore, insurance agencies must adapt to this changing landscape and employ effective digital marketing for insurance agents strategies to remain competitive.

Digital marketing for life insurance agents encompasses various channels, such as search engine optimization (SEO), social media marketing, content marketing, email marketing, and pay-per-click (PPC) advertising. These channels allow agencies to reach their target audience, establish brand visibility, and generate leads.

However, managing and implementing these marketing efforts manually can be time-consuming and resource-intensive. This is where marketing automation comes in. Marketing automation refers to the use of software and tools to automate marketing tasks, streamline workflows, and deliver personalized experiences to customers.

Marketing automation enables insurance agencies to efficiently manage their marketing campaigns, from lead generation to nurturing and conversion. It automates repetitive tasks, such as sending automated email campaigns, tracking website visits, and analyzing customer data. By automating these processes, agencies can save time, optimize resources, and focus on more strategic aspects of their marketing efforts.

Furthermore, marketing for home insurance automation allows for better targeting and personalization. Agencies can segment their audience based on factors like demographics, behavior, and interests. This segmentation enables the delivery of relevant and tailored content, which increases engagement and conversion rates.

Marketing Automation Benefits

What is marketing automation? Marketing automation offers several benefits to the insurance industry, particularly when combined with Customer Relationship Management (CRM) systems. Let’s explore some of the key marketing automation benefits for insurance companies.

Streamlined Email Marketing

Marketing automation platforms allow insurance companies to create personalized and automated email marketing campaigns. By segmenting customers based on their preferences and behaviors, agencies can send targeted emails with relevant content, leading to higher open and click-through rates.

Enhanced Lead Management

Marketing automation and CRM integration also enable efficient lead management. Insurance companies can capture leads from various sources, track their interactions, and automate follow-up processes. This ensures that leads are properly nurtured, increasing the chances of conversion.

Improved Customer Engagement

Engage with your customers at every stage of their journey. By delivering personalized and timely messages, agencies can nurture customer relationships, encourage renewals, and promote cross-selling or upselling opportunities.

Time and Resource Savings

Automate repetitive marketing tasks and free up time for insurance agents and marketers to focus on strategic initiatives. This efficiency leads to cost savings and maximizes productivity.

Data-driven Insights

You can also use these systems to provide valuable data and analytics on customer behavior, campaign performance, and lead conversion. These insights allow insurance companies to make data-driven decisions, refine marketing strategies, and optimize their campaigns for better results.

Consistent Messaging

With marketing automation, insurance companies can ensure consistent messaging across various channels. By using predefined templates and automated workflows, agencies can maintain brand consistency and deliver a cohesive customer experience.

Scalability and Growth

Get access to scalability. As your business grows, automation platforms can handle increased marketing demands, ensuring seamless operations and continued success.

Marketing automation and marketing CRM offer numerous benefits to the insurance industry. From streamlining email marketing and lead management to enhancing customer engagement and providing data-driven insights, these technologies enable insurance companies to optimize their marketing efforts, improve efficiency, and drive growth in an increasingly competitive market.

Best Insurance Marketing Campaigns

Looking to build the best insurance agency websites? When it comes to insurance marketing campaigns, leveraging marketing automation and CRM can greatly enhance effectiveness and efficiency. Here are some new ideas for insurance companies to consider when planning their marketing campaigns utilizing these technologies.

Personalized Policy Recommendations

The best campaigns provide personalized policy recommendations. Use marketing automation to analyze customer data and preferences captured through CRM systems. Based on this information, create automated campaigns that provide personalized policy recommendations tailored to the customer’s specific needs and life stage. This can be particularly effective for marketing life insurance or health insurance.

Targeted Home Insurance Tips

These campaigns can also be used to deliver targeted tips and advice related to home insurance. Segment customers based on factors such as location, property type, or recent life events. Send automated emails with tips on home security, disaster preparedness, or cost-saving measures specific to their situation.

Education and Awareness Campaigns

Create automated marketing campaigns that focus on educating customers about the importance of insurance and the different coverage options available. Use CRM data to identify customers who may not have adequate insurance or are underinsured and deliver targeted educational content to raise awareness and encourage them to review their coverage.

Customer Referral Programs 

Implement an automated customer referral program that incentivizes existing customers to refer their friends and family. Set up automated emails or messages triggered by certain actions, such as policy purchase or renewal, and offer referral bonuses or discounts. This can help expand the customer base and generate new leads.

Wellness and Prevention Initiatives

For health insurance companies, develop automated campaigns that promote wellness and prevention. Send personalized messages with health tips, reminders for preventive screenings, or information about wellness programs offered. Use CRM data to segment customers based on health conditions or demographics and deliver targeted content.

Seasonal Campaigns

Design automated marketing campaigns that align with seasonal events or holidays. For example, create campaigns focused on travel insurance during vacation seasons or property insurance during extreme weather conditions. Use CRM data to segment customers based on their interests or past behavior, and deliver timely and relevant messages.

By leveraging marketing automation and CRM, insurance companies can implement these ideas effectively. These strategies allow for personalized and targeted marketing, increased engagement, and improved customer experience, ultimately driving business growth and customer satisfaction.

Insurance Marketing Services

Choosing the right marketing automation platform and CRM is crucial for advancing marketing efforts. When evaluating insurance marketing solutions, there are several factors insurance providers should consider to ensure they select the most suitable solution for their needs. Insightly’s solution, in particular, offers a robust set of features that make it an ideal choice for insurance marketing services.

Firstly, insurance providers should consider the scalability and flexibility of the marketing automation platform and CRM. Insightly’s solution is highly scalable, allowing insurance providers to easily adapt and grow their marketing initiatives as their business expands. It offers customizable features and workflows that can be tailored to suit specific marketing requirements.

Integration capabilities are another crucial aspect. An effective marketing automation platform and CRM should seamlessly integrate with existing systems and tools used by insurance providers. A thoughtful CRM strategy for insurance will support a successful implementation. Insightly’s solution offers a wide range of integrations, enabling smooth data flow between various platforms and ensuring comprehensive data management.

Data security and compliance are paramount in the insurance industry. Insurance providers should prioritize solutions that offer robust security measures and compliance with industry regulations. Insightly’s solution is built with data security in mind, with advanced encryption protocols and strict access controls to safeguard sensitive customer information.

Insurance providers should also consider the ease of use and user-friendly interface of the marketing automation platform and CRM. Insightly’s solution offers an intuitive and user-friendly interface, making it easy for insurance providers and their teams to navigate and utilize its features effectively.

Furthermore, insurance providers should assess the analytics and reporting capabilities of the marketing automation platform and CRM. Insightly’s solution provides powerful analytics and reporting tools, allowing insurance providers to track the performance of their marketing campaigns, measure ROI, and make data-driven decisions to optimize their marketing strategies.

When selecting insurance marketing software, insurance providers should consider factors such as scalability, integration capabilities, data security, ease of use, and analytics. Insightly’s solution stands out as it offers a comprehensive set of features that address these considerations, making it an excellent choice for insurance providers looking to leverage the power of CRM and marketing automation to enhance their marketing efforts.