Message Template:
- No-Sweat Tips to Avoid Heat Illness
Campaigns:
- Home & Business Owners Cross-Sell - If your Homeowners clients have a GL but no Commercial Property, they may have gaps in their commercial coverage. Help them see how such a policy may be exactly what they need with this campaign.
- Life Insurance Awareness Month - Celebrate Life Insurance Awareness Month in September by educating your clients with this three-email sequence.
- Account Review: Farm - Keep your farm policies up-to-date with this handy, automated Account Review form.
- Life Insurance Welcome Kit - Give your new life insurance clients the red carpet treatment with this welcoming campaign.
- COI Request - Make COIs quick and easy with this form-to-email campaign that replies to your client and sends the info to your staff.