for insurance professionals
Grow your revenue
Retain and educate your core clients, cross and upsell your policies, and streamline your renewal chasing.
Enhancing the broker-client experience
Increase policy uptake and renewals, and be recognised as the local expert in your area by sending relevant, engaging and timely marketing communications to your database.
Create the ultimate customer journey for your clients, and upsell and cross-sell your products and services at the right time to increase revenue.
Work smarter, not harder
With all your marketing in one place, send effective campaigns in minutes and track the key metrics that matter most to your business with intuitive reporting.
Win more business
Grow your database, increase policy uptake and renewals, and cross and upsell your additional services at precisely the right time in a client’s journey to further increase revenue.
Save time
Implement automated data-driven customer journeys and prioritise your resources by identifying the needs of each individual client in your database.
Work smarter, not harder
With all your marketing in one place, send effective campaigns in minutes and track the key metrics that matter most to your business with intuitive reporting.
Win more business
Grow your database, increase member uptake and renewals, and cross and upsell your additional services at precisely the right time in a member’s journey to further increase revenue.
Save time
Implement automated data-driven customer journeys and prioritise your resources by identifying the needs of each individual member in your database.
How we can help you
Core platform
The complete multi-channel marketing platform: email, automation, print, SMS, surveys, reporting and Campaign Library.
Renewal Calendar Email
Capture renewal dates for additional policies and send automated ‘request-a-quote’ campaigns at exactly the right time in your clients’ journey.
CIA case study
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