Best Practices
of Omni-channel Marketing Automation for Insurance
How does marketing automation
help insurance companies and their sales agents?
Hong Kong Insurance Companies of all sizes
have chosen RADICA as their CRM customer engagement partner
Our Successful Cases
Common Challenges For Insurance Companies
Poor deliverability and data tracking
"Create the Right Moment with Right Prospect at Right Time. Save time for Insurance sales agents from busy schedule"
How Insurance businesses can use marketing automation to increase sales agents’ productivity and lead conversion
Increase Conversion Rate Via
Auto Trigger Abandon Cart Notification
Welcome new clients at on-boarding
The beginning of a new workplace can be overwhelming. When you can use email automation to deliver exactly the information that answers client’s questions, it makes the first few days of work a breeze.
Creating best moment for upsell and cross sell opportunity
Timing matters in insurance customer lifecycle. It is nice to engage with you clients in their birthday or anniversary, portfolio review among the comprehsnive customer relationship journey. We can use special offer or gift as incentives to attract prospects to appoint a meeting with insurance agents.
Engage prospect before renewal
Early prediction on possible customer churn by using big data analysis. Make prompt action and provide different incentives to attract customer for renewal, which leads to a higher customer retention rate.
Stay connected with your customers through Omni-Channel
Omni-channel strategy is highly effective when it is done right. Maximize its impact with marketing automation and drive leads into sales. Create loyal customer relationships with smart and effective way – marketing automation.
Instant 1:1 WhatsApp Conversation
You clients can easily contact their agent by one click to the button. It is always important to simplify the way to initiate a WhatsApp conversation for your customers, which leads to a higher engagement and conversion rate.
SMS Alert for Policy Amendment
It is common to see policy changes in insurance business. SMS provides a quick and secure channel to inform you client, which helps to avoid any misunderstandings.
Create Decent Insurance Email Marketing Templates with a few clicks
Create beautiful, personalized EDM easily with RADICA’s drag and drop email builder. If you want any element to appear in your template, simply drag it from the left side of the screen into the work area.
Report and Analysis
RADICA’s platform provide real time tracking on your marketing campaigns. You can closely monitor the result and make instant amendment to target audience, which makes you a leading figure in industry sector.
You will be able to see:
- Delivered rate
- Unique Clicks Rate
- Reply Rate
- Unsubscribed rate
Complete Your Digital Marketing and CRM Customer Engagement Strategy
Engage your customer with fully personalized email, which makes great impact on increasing open rate and click through rate. Learn how to deliver the right message at the right moment with our schedule feature.
Save time and boost campaign performance to optimize entire customer experience by automating your segmentation and marketing messages across omni-channels.
Step up your transactional emails with on-brand designs and reliable deliverability with guaranteed inbox rate over 90%.
Get a Free Personalized Demo
Learn how RADICA platform can help grow your business with consultation
