Insurance Marketing Automation That Wins and Keeps Policyholders
Turn quotes into policies and policies into renewals. We connect your website, CRM and messaging channels so every lead and every customer gets the right next step, on time.
250% sales growth for a leading MENA insurer through marketing automation.
The problem
Most insurance leads are lost after the first quote
A customer asks for a quote and hears nothing for a day. A renewal notice goes out once, by post or email. A customer with motor cover is never offered home or travel. Agents chase leads from spreadsheets. Each of these is a sale that marketing has already paid for, and then lost.
What we build
Journeys for every stage of the policy
Quote recovery
Automatic follow-up by email, SMS and WhatsApp when a quote is not completed, with a link back to the exact step.
Renewal and retention journeys
Reminders that start weeks before expiry, with escalation to an agent for high-value customers.
Cross-sell and upsell
Offers based on the policies a customer already holds and their life events.
Lead scoring and routing
Scores each lead and sends it to the right agent or broker within minutes, not hours.
CRM setup and integration
CRM (customer relationship management) connected to your quote engine, policy data and call centre.
WhatsApp Business journeys
Opt-in capture, approved message templates and two-way service conversations.
Campaigns and content
Insurance SEO (search engine optimisation), paid search and social, and landing pages built to convert.
Partner and bancassurance campaigns
Co-branded journeys for banks, car dealers and other partners who sell your products.
How it works
Every lead and every policy gets a next step
01
Capture
Website, app, aggregator and partner leads land in one CRM.
02
Score and route
Each lead is scored and assigned, with an instant reply to the customer.
03
Nurture
Automated journeys by channel, based on product, stage and consent.
04
Convert and renew
Agents step in at the moments that matter, with the full history on screen.
05
Measure
Dashboards show cost per policy, conversion by channel and renewal rate.
Platforms we work with
Marketo
Zoho CRM
WhatsApp Business Platform
Google Ads · Premier Partner
Capabilities used
Marketing Automation
CRM Solution
SEO Services
Internet Marketing
Web Design
AI Agents
Data Analytics
Proof
Growth results in insurance
250%
A leading MENA insurer
Sales growth through targeted marketing automation for leads, sales and retention.
Built-in journeys
Amana and Noor Takaful
Renewals and reminders built into the platforms we delivered.
FAQ
Questions about insurance marketing automation
Not always. We can connect and improve the CRM you already have, or set up a new one if it cannot support your journeys.
Yes, with the customer’s opt-in and approved templates. Service messages, such as renewal reminders and claim updates, work especially well.
Quote recovery and renewal reminders usually go live first, because they act on leads and customers you already have.
Yes. Our marketing team plans, runs and reports on campaigns, not only the technology.
Recover the quotes you are losing today
We will map your quote-to-renewal journey and show where leads drop.
