How Automating Emails Can Help Brokers Win Back Leads
October 19, 2023

How Automating Emails Can Help Brokers Win Back Leads

Automating emails can be a powerful strategy for insurance brokers looking to win back lost leads. Here's how automating emails can help in this process:

1. Re-Engagement Campaigns

Utilising automated email flows is a great way to re-engage lost leads with minimal time cost. This allows you to craft compelling messages that help remind leads of the value of your insurance services and encourages them to act. Ultimately this helps brokers win back leads that may have been lost without email automation.

2. Consistent Communication

Consistent communication can be a huge factor in the step to convert leads to customers. Automation ensures that you maintain consistent and ongoing communication with lost leads. Even if they didn't convert initially, regular touchpoints can keep your services top of mind.

3. Automated Follow-Ups

Automated follow-up emails allow you to gently remind lost leads about your insurance offerings. These emails can be strategically timed to coincide with specific events or milestones, such as policy renewals or industry updates. Automation can also ensure that responses to inquiries or actions by leads are delivered promptly. Timely communication can make a significant difference in rekindling interest and trust.

4. Segmentation

Segmenting your lost leads based on their reasons for disengaging can be a key resource used by brokers to win back leads. Automation allows you to create distinct email sequences or campaigns tailored to address these specific issues, whether it's addressing concerns, offering new incentives, or providing educational content.

5. Personalised Content

Along with segmentation, tailored content is more likely to resonate with leads and rekindle their interest. Automation can personalise your emails based on the lead's previous interactions and interests. This creates a personal connection between the lead and the broker making them more likely to become a customer.

According to Accenture, personalised services boost an insurer’s retention rate to 81%.

6. A/B Testing

Automation can be used to conduct A/B tests on different email subject lines and calls to action. A/B testing allows brokers to trial different content types, such as videos, infographics, or case studies, this can help brokers determine what captures leads' attention and encourages them to re-engage. Automated A/B testing allows brokers to save time and optimise strategies in order to win back leads.

In summary, automating emails can help insurance brokers win back lost leads by enabling personalised, timely, and consistent communication. It allows you to re-engage with tailored content, offers, and follow-ups, increasing the chances of converting lost leads into loyal customers. For even more information on how Circulator can help you win back leads check here.

At Circulator, we specialise in digital customer communication and email marketing and help insurance companies to grow. Please contact us if you’re looking for assistance with automating how you win back customers or with any other digital communication matter.

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