Generate qualified insurance leads. Automate follow-up. Convert more prospects into policyholders.
Purchasing leads from aggregators means competing with 5+ brokers on the same prospect.
Insurance prospects need time and multiple touchpoints before deciding-most brokers give up too soon.
Without proactive renewal campaigns, clients shop around and switch insurers every year.
Generate your own exclusive leads through targeted email and social campaigns-no sharing, no bidding wars.
Multi-step email and SMS sequences that nurture insurance prospects over days and weeks until they're ready to convert.
Automated renewal reminders and loyalty campaigns sent 60, 30, and 7 days before expiry reduce churn and protect your book of business.
An independent insurance brokerage generated 63% more exclusive leads and reduced policy churn by 40% using squareMX email nurturing and renewal campaigns.
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