Guide to Email Marketing for Insurance
If you’re like most marketers in the insurance industry, you have a suite of options for policy holders to choose from. From gaining new policy holders to getting existing policy holders to purchasing new policies, helping your holders stay informed, or providing important information about policies in general, the emfluence Marketing Platform has all the digital marketing tools you need.
Insurance Email Marketing Guide
- Email Marketing Examples
- Use Cases
- Email Templates
- Resources
- Current Clients
- Email Marketing Benchmarks
- Marketing Automation Software
Insurance Email Marketing Examples
The emfluence Marketing Platform helps you easily create campaigns for prospective and existing policy holders that keep them informed and engaged no matter where they are in the customer journey. Check out a few of our favorite insurance email marketing campaigns:
Automate Policy Renewal Reminders
Create automated emails based on calculated date fields, set reminders and trigger a policy renewal email series from your CRM:
Win Back Former Policy Holders
Create automated email campaigns designed to win back policy holders you’ve lost or leads you never converted:
Dynamically Suggest New Products and Services
Use dynamic content, custom fields and content variables to cross-sell your products and services, depending on what your policy holders already have:
Insurance Marketing Automation Use Cases
Automated Onboarding Series
Use the drag-and-drop workflow builder to create an automated onboarding email series with helpful information and resources for new clients.
Create a Customer Satisfaction Survey
Create a customer satisfaction survey accompanied by an automated email that can be sent to clients after their claim has been resolved to gather feedback on their experience.
Automate Personalized Birthday Emails
Use the emfluence Query Builder to automate personalized birthday emails. Not only will it make alumni feel good to be remembered, but it adds another engagement opportunity that helps build trust into your alumni relations campaigns.
Automat Policy Reminders
Use the emfluence Query Builder to automate reminders with a date calculation based on each client’s policy date.
Insurance Email Templates
Build email templates to use as often as you like. You can create dozens of options for everyone to use, or make unique templates for individuals.
Email templates are built in the emfluence Marketing Platform using HTML or our drag-and-drop template builder.
Customize and preset options for your email templates to control email defaults, recipient groups, which users have access, and more.
Insurance Email Resources
Onboarding Email Series
How to Build a Newsletter Opt-In Welcome Series
A Few of Our Insurance Clients
Insurance Email Marketing Benchmarks
If you’re routinely reviewing your own email metrics, you’re off to a great start—and even better if you’re comparing your data year over year. But measuring your own data is just the first step. Without benchmarks to compare your numbers to, how do you know if what you’re doing is truly successful?
That’s why we like to take a twice-yearly look into email marketing metrics compiled by our emfluence Marketing Platform users. Compiling masses of data on who is sending what and how it’s performing provides a point of reference for your campaigns so that you can evaluate how your email marketing metrics compare to others in:
- Your industry
- Your audience
- Your messaging style
Each of these reports compiles the unique open rate (unique views divided by total recipients), click rate (total clicks divided by total recipients), click-to-open rates (unique clicks divided by unique views), bounce rates (percentage of hard or soft bounces from total recipients), unsubscribe rate (number of people who unsubscribed out of total recipients), and complaint rate (total number of spam complaints in total recipients).
Insurance Marketing Automation Software
Making the most of your full range of policy options means having a software tool that can help you automate lead nurtures, cross-promotion, and ongoing education of how you compare to the competition. The emfluence Marketing Platform makes growing your insurance business easy and targeted.