The Benefits of Automating Testimonial Requests for Brokers
December 15, 2023

The Benefits of Automating Testimonial Requests for Brokers

Testimonials can be a powerful marketing tool in the insurance industry, helping to build trust and credibility. In this blog we discuss how automating testimonial request emails can assist insurance brokers with this stage of the customer lifecycle:

1. Timely Follow-Up: 

Automated email systems can send follow-up emails to clients shortly after they have completed a transaction or claim process. This ensures that the request for a testimonial is timely and relevant. Moving to automated emails also provides a consistent way to request testimonials from all clients, ensuring that no one is overlooked. This consistency can help improve the overall quality and quantity of testimonials.

2. Templates: 

Pre-designed email templates can be created for testimonial requests, making it easy for insurance brokers to craft compelling and consistent messages. This can also be a time saver for a broker.

3. Personalisation: 

While automated, these emails can be personalised with the client's name and other relevant details, making the request feel more genuine and specific to the client's experience.

Below is a testimonial from SuperValu on how Circulator assisted them with personalisation.

"Circulator’s platform allows us to personalise communications based on consumer spend thresholds and behaviour which helps drive conversions and increase relevancy giving the customer a better experience.”  (Aisling Toms, Retention & Onboarding Manager, SuperValu)

4. Convenience for Clients: 

The Automation of your emails makes it easy for clients to provide testimonials. They can simply click a link, fill out a form, or reply to the email with their feedback, reducing the friction in the testimonial-gathering process.

5. Incentives: 

Automated emails can be used to offer incentives or rewards for clients who provide testimonials, such as discounts on future insurance services. This can encourage more clients to participate.

6. Segmentation: 

Brokers can use automated systems to segment their client list and send tailored testimonial requests to different groups of clients based on their specific experiences or interactions with the brokerage.

7. Data Tracking: 

Another benefit of automated email systems is the ability to track open rates, click-through rates, and response rates, allowing insurance brokers to measure the effectiveness of their testimonial request campaigns. These systems can also help maintain an organised database of collected testimonials, making it easy for brokers to access and use them in marketing materials.

By using automated emails for testimonial requests, insurance brokers can streamline the process, increase the number of testimonials they receive, and build a library of positive reviews that can be used to build trust with potential clients and improve their overall reputation in the industry.

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

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