Marketing

We all know that you can close most any opportunity put in front of you but sometimes the issue is keeping the pump primed enough to keep opportunities coming in the door. InsureSocket offers you a very robust and automated way to market to both new and existing clients.

With an easy to use marketing campaign manager your clients will be continually reminded that you are there to service their needs. Marketing campaigns can be a multi step approach that allows you to create and attach documents, assign a method of distribution which includes email and print, and set follow up tasks for yourself or other sales staff on your team to be reminded of phone calls or appointments.

InsureSocket also offers the ability to create your own documents with merged information about your clients, supports HTML for animated images and hyperlinks, and provides a detailed list builder to query individuals or groups based on demographic data and more!

InsureSocket’s unique and easy to use approach offers you the ability to do what you do best and that’s sell more!

"InsureSocket has helped me grow my business by more effectively communicating with my customers and prospects.  Their staff assisted me with creating successful marketing campaigns and business rules that delivered results immediately.  No other system I have used compares"                                                        - Joyce V. with Acorn Advisors Network