8 of the Best Marketing Automation Solutions for Insurance Firms

The editors at Solutions Review compiled a list to spotlight some of the best marketing automation solutions for insurance firms to consider based on each platform’s reputation, service offerings, and overall user experience.

Insurance firms can use marketing automation to improve how they attract, nurture, convert, and manage qualified prospects and policyholders. Marketing automation technologies are reliable, customizable tools insurance companies can and should use to keep their audiences invested on intellectual, emotional, and financial levels. However, finding the right marketing automation tools for your needs can be challenging, especially since every solution provider offers different functionalities that might not work for your company.

To help you find the best marketing automation tools for your firm, the editors at Solutions Review have compiled the following list of top-rated providers with industry expertise in the insurance market. Our editors selected these software solutions based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best Marketing Automation Solutions for Insurance Firms

Act!

Description: The Act! platform provides CRM and marketing automation capabilities that include pipeline visuals and management, customer database management, business insights, reports, and more. The provider also has an extensive library of support resources like software tutorials and video training offerings. The company offers solutions for financial professional service providers like RIAs, community bankers, insurance agents, mortgage lenders, and financial advisors. These solutions include brandable document collection, industry-specific templates, automated reminders, reporting, and more.

ActiveCampaign

Description: ActiveCampaign provides email marketing, marketing automation, CRM, and Sales Automation solutions to clients across industries. Its Customer Experience Automation (CXA) platform has email marketing, marketing automation, CRM, and sales automation solutions for businesses across industries. Their marketing automation tool offers a simple visual overlay, showing users how automations connect and the features of each campaign. The platform also provides social media analysis and deep site tracking tools. Enterprise customers will also have access to an “expert level” team member to consult or help with the platform. 

Act-On Software

Description: Act-On provides a marketing platform that eliminates many monotonous tasks marketers deal with by tracking and collecting analytics. With the collected data, Act-On automates nurturing based on user preference, segmenting customers and leads into specified categories. Act-On’s marketing automation solution can help insurance firms create meaningful communications with clients, funnel prospects through personalized sales processes, send policy-specific emails to policyholders, develop multi-channel strategies for insurance digital marketing, and more.

Agency Revolution

Description: Agency Revolution is a marketing automation software and website solution provider that works with insurance agencies and brokerages across the United States and Canada. With Fuse, its marketing automation platform, insurance firms can use their agency management system’s client and policy data to deliver personalized communications across customer lifecycles. Features include pre-built content campaigns, cross-selling tools, email marketing automation, email builders, performance monitoring, a business insights dashboard, and more.

FlowUp

Description: FlowUp is a cross-channel marketing automation platform designed to help businesses create customized workflow strategies. With its insurance marketing automation offering, FlowUp can help firms automate repetitive tasks, customize client follow-ups with visual workflows, grow sales funnels, expand their reach with omnichannel communication tools, manage inbound lead flows, segment leads in real-time, leverage drip campaigns across channels, and more. FlowUp can also integrate with whatever CRM solution a business is currently using.

Insightly

Description: Insightly is a vendor that offers both a CRM platform and a robust marketing automation platform. This solution provides in-depth customer journey management, an intuitive drag-and-drop email and newsletter creator, and more. With Insightly’s insurance-centric CRM, firms have access to marketing automation tools capable of helping them attract more site visitors, convert them to prospects, run marketing campaigns at scale, streamline sales processes, optimize spending to boost ROI, improve profitability, and maintain long-term customer relationships.

Keap

Description: Keap offers small businesses a marketing automation platform and CRM that provides a centralized view of customer data that enhances campaign automation and reporting. Keap helps users understand how audiences respond to campaigns and make modifications as necessary. The company offers an industry-specific CRM for insurance companies, including marketing automation, lead segmentation, customer onboarding, sales automation, upsell campaigns, automated lead follow-ups, email reminders, customer data management, and drag-and-drop sales pipeline management capabilities.

LeadSquared

Description: LeadSquared brings marketing automation to key time-consuming areas so marketers and salespeople have time to focus on significant projects. This is accomplished through automating engagement with leads and customers. Their software easily captures lead and activity data across channels, making each engagement meaningful and targeted. For example, insurance firms can use LeadSquared to maximize policy sales, distribute incoming customer inquiries to the correct departments, provide applicants with a streamlined application experience, and more.

Salesforce

Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. With the Salesforce Financial Services Cloud, insurance firms can access purpose-built insurance solutions for reducing operational costs, investing in innovation, connecting with customers, managing the entire benefits lifecycle, automating workflows, empowering agents with digital-first technology, and prioritizing policyholder engagement.