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Marketing Automation for Insurance Agents

Boost your insurance agency's performance and double productivity

Agents from the top companies trust Pluto, from scratch agencies to national brands

WHAT IS...

Marketing Automation?

Insurance agents and support staff often face burnout from handling repetitive tasks. It’s very easy to get overwhelmed, especially in fast paced agency. Consistently following up with clients and prospects gets challenging and important tasks start slipping through the cracks. Pluto automation can lend a helping hand.

With the right marketing automation software, your team’s workload is significantly reduced, allowing sales professionals to concentrate on converting leads into customers. Automation workflows simplify various marketing processes, including campaign management and lead nurturing sequences, making your efforts more efficient and effective.

Marketing AutomationFeatures

Check out some of our most popular features

Eliminate Manual Tasks

Your leads will never go cold or slip through the cracks again.

Problem: 80% of sales require 5 or more follow-up attempts, but 44% of sales reps give up after 1 follow-up.

Solution: Pluto automates your follow-up using drip marketing campaigns. We maximize sales conversi by ensuring multiple “touch points” throughout the sales cycle.

Benefits:

Campaigns

Our campaigns feature allows you to put your marketing, followup and client outreach on autopilot.

Pluto campaigns will automatically nurture both new leads and existing clients. For example, you can trigger messages to be sent to new leads the second they arrive. You can create message sequences that reach out to your clients on their birthday, when they have an unpaid invoice, or even at their renewal to check in.

Benefits:

If-Then Triggers

Pluto offers a unique feature called Triggers. Triggers allow you to take advantage of more advanced automations by using what’s called “IF – THEN” statements.

An “if-then” statement, also called a conditional statement, is a statement that expresses a relationship between two events, where one event (“if” part) is said to cause or lead to another event (“then” part); essentially saying, “if this happens, then that will happen.”

For example, let’s say you want a new lead to receive a text message from you after filling out a form on your website. That could be accomplished with a trigger. Perhaps you want to add a contact to a new marketing campaign when you update their stage on a pipeline, that could be accomplished with a trigger. Maybe you want to send an auto-reply to any contact that responds to a specific message…that could be accomplished with a trigger.

You get the picture!

Marketing Automation FAQ

Can Pluto track progress towards a Sales Goal?

Of course! Once a goal is set, Pluto will automatically track an agent’s progress toward that goal. Each morning when your agent comes in they’ll see a clear breakdown of their goal, their current progress, and where they need to finish the day to stay on pace.