Grow Policyholder Relationships and Retain At-Risk Business
Rising premiums are motivating policyholders to take a closer look at your competitors. Marketing automation helps you proactively reach customers before they churn, creating personalized experiences and encouraging policy renewals at scale.
Attract and Acquire New Policyholders to Increase Market Share
Automate Upselling and Renewals
Personalize Journeys and Improve ROI
Advanced Segmentation
Identify policyholders’ needs quickly with the ability to spot interests and execute marketing campaigns faster. Advanced segmentation allows you to create targeted campaigns based on real-time insights and behaviors.
Intelligent Lead Scoring
Prioritize your highest-potential leads and empower agents to act quickly. Lead scoring automatically ranks your prospects based on factors like their engagement with your content, quote requests, and policy interests, helping your insurance team focus on the most promising opportunities.
Rapid Implementation
Easy Integration
Building meaningful communications with prospects, brokers, and policyholders can help grow your business. Our marketing automation platform easily integrates with top CRMs like Salesforce, Microsoft Dynamics, and SugarCRM, allowing you to improve engagement and strengthen relationships.
The Act-On Software Team has become an extension of our business. We ranked their marketing automation solution above Eloqua, Marketo, Pardot, and HubSpot. Their service has exceeded expectations. We are very happy to work with them!
Jim Lovelady
Moss Inc.
