Whether you’re growing organically or through acquisition, enterprise marketing automation triggered by the client and policy data in your AMS is the key to delivering a superior multi-channel client experience through the customer lifecycle. It is the only way to efficiently scale client communications across locations and lines of business.
Robust two-way AMS data integration sends automated campaigns based on more than 100 fields of client and policy data. Take advantage of pre-built campaigns for new client onboarding, account reviews/renewals, account rounding, claims, referrals, lost customer win back, and more.
Take your client communications to the next level using advanced trigger point technology to build custom campaigns.
Multi-location and multi-brand support ensures all client communication is on brand. Simply create the campaign once to execute across multiple offices, with the right brand. The multi-sender feature ensures each communication comes from the right person.
Email, text, phone, direct mail—smart marketers deliver greater client value and stronger growth metrics when they meet clients where they are. All channels add a personal touch with notifications to staff to take action based on campaign responses.
Measure customer satisfaction for individual locations, staff members, and products. Gain visibility into which locations and clients need assistance—so that you can proactively reach out to turn detractors into promoters and boost online reviews.
Make data-driven decisions for your agency or individual locations. Our enterprise solution lets you monitor key business metrics in real-time using comprehensive business intelligence dashboards.