8 Effective Steps To Create Email Drip Campaigns For Insurance Agents

There are roughly 4.3 billion email subscribers worldwide, with 149,153 emails being sent every minute. Given that a typical consumer receives approximately 88 emails every day, it's likely that the marketing emails you deliver are unread or end up in the trash. That is the case, no matter how you look at it. But don't give up yet on your email marketing plan. Email drip campaigns are a novel approach for agencies to address this problem. In case you have no prior knowledge of email drip campaigns, here's a quick rundown. A drip campaign is an email campaign that is triggered or "dropped" on a subscriber at a designated moment, known as a "trigger event." Even when agents are not directly engaging with clients or prospects, email drip campaigns may keep them engaged and maintain open lines of communication.

Why Email Drip Campaigns for Insurance Agents?

An independent insurance agent must additionally fulfill a variety of duties in addition to providing insurance. The most crucial duty is to keep clients interested and to communicate with them regularly. The second, and perhaps more difficult, goal is to generate prospects to sell more goods that match their requirements. Creating an email drip campaign for each of these activities takes a significant amount of time and effort. This blog will teach you how to easily set up and automate communication with professional email drip campaigns.

Identify your goal

• It appears to be very basic. The first step is to figure out what you want your campaign to achieve. At any one time, insurance agents usually wear numerous caps. For example, as an independent agent:
• Do you want to introduce your clients to a new product or service?
• Do you want to demonstrate how to utilize your product or service to them?
• Do you want to figure out what's wrong with your app or website?

There are several purposes for sending out your email drip campaigns, and you must know what you want to accomplish. It's also vital to note that these objectives change over time and that agents should modify their drip campaigns as needed to accommodate them. Knowing your ultimate goal can help you evaluate the effectiveness of your email drip campaigns and ensure that you meet your objectives. Make a numerical value or an end date for your objective. This will offer you direction on how to accomplish your intended results.

Set a reasonable frequency

Once you've chosen your aim, make sure you pick a time and amount of contact for your email drip campaign to reach out to your client or prospect. There is no one-size-fits-all approach to establishing a frequency. It's difficult to determine the best frequency in the early stages of your path.

However, you may readily read your clients' pulses and adjust future email drip campaigns to match as you learn more about them. Do not inundate your client or prospects with too many emails. In general, limiting your drip campaigns to sending out one email per day is not considered invasive or interfering with clients. Sending an email a day to a client who only communicates by phone and has never been active on your website or app serves no purpose. As an independent consultant, you'll be able to devote more time to convince the client to sign up for one of your email campaigns rather than sending out individual emails.

Craft your message carefully

Make your email drip campaign message a high priority. But, most significantly, keep your message short. These days, it's become increasingly difficult for readers to focus on a single task. If it takes more than a few seconds of their time, they will lose interest.

Use a clear subject line for your campaign to catch the reader's attention. To the reader, create a message that is both clear and useful. As an independent agent, you should convey the essence of your organization and highlight your value to the customer. Briefly describe the advantages of your product or service and let the reader imagine what they are missing out on if they don't take action.

Identify your target audience (Segmentation)

After you've determined your objective, decided on a frequency and created your message, it's time to figure out who you want to reach. Sending an overly long welcome email to your long-term customers who are already using your product or service would be meaningless. Segment your audience based on a variety of criteria, such as:

• Welcoming
• Lost business
• New Leads
• Newsletters
• Renewals
• Surveys
• Confirmations
• Unsubscribes
• Engagements

You may establish as many categories as you choose based on your customers' needs.

Start your campaign

Once you've decided on a campaign strategy and picked a template, it's time to send out your email message. Your email's subject should match the step in the sales funnel at which your prospect is. Infographics are effective when it comes to educating prospects about your product or service early on. If you don't respond to the email, send another round of communications. You should continue interacting with your subscribers until you have gained a good understanding of how your email drip campaigns are working.

Master the Metrics of Your Campaigns

After you've completed the first stage of your email drip campaign, it's time to hit the send button. It's crucial to note that just because a campaign is automated doesn't mean it can be run indefinitely. You'll need some help to make sure it's working properly and changing your segmentation as needed based on your data and analyses. If you're still not getting the results you want, consider changing your call to action.

Track your goals

Set goals and use metrics to assess the achievement of your planned objectives. Using metrics, keep track of client behavior and build a profile for each user so you may better meet their demands. Have they signed up for a newsletter or acquired a user guide? Take into account all variables when developing your email drip campaigns to keep consumers engaged. You can, for example, track and evaluate click-through rate, conversion rate, and time spent on your website by visitors using different tools.

Be patient. Monitor, Manage and Repeat

Even though email drip campaigns might reduce some of the heavy liftings, they must be evaluated, altered, and repeated regularly. People are increasingly turning to email rather than a face-to-face conversation or a phone call. It's crucial to remember that email drip campaigns are an essential component of your marketing arsenal. However, overdoing it or underdoing it will take away the benefits of all your hard work that went into producing them. After you've established a good strategy and implemented it in your business, you can begin utilizing the data. You'll need to wait several days or weeks for the initial results of your email marketing drip campaigns to come rolling in. Finding a good balance between relevance, frequency, and substance will help insurance agents develop successful email drip campaigns.

Summary

It's not all about making a focused marketing email drip campaign with many components for effective communication. It's also about automating it with clever logic to convert one-time campaigns into drip campaigns with numerous scheduled follow-ups or logic-driven follow-ups to get the most out of the campaign.