3. Marketing Management

Marketing is a big job. It means building and maintaining a brand that people can believe in, positioning yourself against competitors, attracting new customers, and communicating regularly with customers through emails and newsletters. Staying top of mind requires being top of inbox. Buying home insurance is not a check the box and done forever kind of activity. Agents are responsible for reminding customers about important aspects of their home-owning experience. For example, agents can consistently re-engage existing customers with education on factors like home renovations and upgrades, changes to their policies, ensuring their current policy is still the best fit for them, how to prepare their homes for inclement weather, qualifying for flood insurance and more. CRM software can manage all of these communications by automatically circulating tailored campaigns throughout the year and throughout the customer lifecycle. You can also track the effectiveness of your campaigns and easily quantify your ROI.

Special Reports /

Prioritizing sales & marketing during the busy home-buying season

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