Insure growth with marketing automation from Customers.ai

Few understand the importance of covering all their bases like people in the Insurance industry. Customers.ai is your one-stop-shop for comprehensive prospecting data and sales outreach automation.

Find more prospects and get higher engagement in less time than it takes to approve a claim.

See for yourself.

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Market-beating marketing automation

Step 1
Learn who visited your site, what page they looked at, how to contact them, and more.
Step 2
Build comprehensive ad retargeting audiences and high-converting email flows with the data.
Step 3
Write eye-catching, personalized email campaigns with generative AI.
Step 4
Send emails to inboxes, not spam or promotions folders, with our email deliverability technology.
Step 5
Sync high-intent visitors to your CRM and trigger alerts to your team when potential clients visit key pages or return to your site.

Don’t just find any prospects. Find right ones.

You know what makes a good client just like you know what makes a good stock. Consumer Directory gives you the tools to find them.

Get prospecting data based on combinations of key characteristics like:

And so many more signals!

Insurance industry marketing automation from Customers.ai gets great returns

Customers.ai solved the biggest challenge for us: finding new customers who would love our resorts and introducing them to our campsites at the right time.

We have been able to generate momentum and scale in new bookings and memberships by unlocking the ability to target audiences and to connect with these guests in a streamlined sales motion.

Michael Reyes
VP of Marketing at Trident Marketing, in partnership with Travel Resorts of America

Marketing automation is a great investment

Learn how marketing automation from Customers.ai helps insurance industry businesses sell more.

Generate more leads

Our cutting-edge tools identify your warm leads when they’re most interested.

Real-time automated outreach

Connect with potential customers right away to make sure they go with you and not the competitor

Dozens of integrations

Have automated workflows that already work? Add website visitor contacts to it seamlessly.

Make a valuable connection

AI-powered personalization and analytics drive high-value conversions.

5x email engagement

Best-in-class open and click rates mean potential customers are actually reading your emails.

Learn about customers

Enrich customer profiles with data to personalize campaigns with AI.

Get More Value on Ad Spend

Insurance Industry digital ad costs are sky high. Our Website Visitor ID X-Ray pixel data improves targeting and reduces cost per lead.

Integrate directly with

Get started with Customers.ai Insurance Industry lead generation solutions

Grow your email list and send targeted emails at the right time to fill your calendar

Insurance Industry Marketing Automation FAQs

Insurance industry marketing automation is the use of software to automate repetitive marketing tasks, such as lead generation, email marketing, and social media marketing. This can help insurance industry agents save time and reach more leads more effectively.

There are many benefits to using insurance industry marketing automation, including:

  • Increased efficiency: Automation can help you save time on repetitive tasks, so you can focus on more important things, such as building relationships with clients.
  • Improved lead generation: Automation can help you generate more leads by streamlining your lead capture process and sending targeted follow-up emails.
  • Increased lead nurturing: Automation can help you nurture leads more effectively by sending them personalized content that is relevant to their needs.
  • Improved ROI: Automation can help you improve your ROI by increasing the number of leads that convert into clients.

There are many different types of insurance industry marketing automation, but some of the most common include:

  • Lead generation automation: This type of automation helps you capture leads and qualify them for your business.
  • Email marketing automation: This type of automation helps you send personalized email campaigns to your leads and clients.
  • Social media marketing automation: This type of automation helps you post content on social media and track your results.
  • CRM automation: This type of automation helps you manage your customer relationships and track your sales pipeline.

There are many different Insurance Industry marketing automation software solutions available, so it’s important to choose one that meets your specific needs. Some factors to consider when choosing a software solution include:

  • Your budget: Insurance Industry marketing automation software can range in price from free to thousands of dollars per month.
  • Your features: Make sure the software has the features you need, such as lead generation, email marketing, and social media marketing.
  • Your ease of use: The software should be easy to use, so you can quickly and easily set up and manage your campaigns.
  • Your customer support: Make sure the software has good customer support, so you can get help if you need it.

Once you’ve chosen an Insurance Industry marketing automation software solution, you can get started by setting up your account and creating your campaigns. Here are some tips for getting started:

  • Start with your goals: What do you want to achieve with your marketing automation? Once you know your goals, you can create campaigns that are designed to help you achieve them.
  • Segment your leads: Segment your leads so you can send them targeted content. This will help you improve your open rates and click-through rates.
  • Use personalized content: Use personalized content in your emails and social media posts. This will help you connect with your leads on a more personal level.
  • Track your results: Track your results so you can see what’s working and what’s not. This will help you optimize your campaigns and improve your results.

LET'S CHAT ABOUT LEAD CAPTURE & SALES OUTREACH FOR YOUR BUSINESS

Generate more leads and meetings for your sales team with automated inbound lead capture, qualification, tracking and outreach across the most popular messaging channels.

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Convert more visitors into customers

Turn anonymous website visitors into actionable audiences for your email, ads and direct mail campaigns.

See what Website Visitor ID reveals on your site!

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