In today’s fast-paced, super-competitive business environment, insurance companies need powerful marketing tools to attract qualified prospects and boost sales. Damco’s insurance marketing automation services allow insurers to optimize crucial processes including inquiry capturing, lead segmentation, distribution, scoring, and tracking, enabling them to enhance policyholder acquisition and retention.
We streamline sales, marketing, and customer service functions by auto-piloting various processes through marketing automation software. From data segmentation and workflow automation to CRM integration and consulting, we deliver end-to-end insurance marketing automation solutions that help insurers deliver personalized experiences throughout the customer lifecycle and expedite conversions using real-time data and notifications. Our dashboard and reporting tools facilitate tracking of campaigns, active customers, and revenue, helping businesses with strategic decisions that drive long-term growth and innovation. Our marketing automation capabilities include implementation of Salesforce Marketing Cloud, Pardot, HubSpot, Marketo, and Eloqua, among other platforms.
We help insurers boost their lead, customer, case, and campaign management capabilities. Our marketing automation services for insurance enterprises contribute to faster turnaround time, better customer service, and enhanced staff productivity.
Marketing Automation Consulting
Professional consulting for requirement analysis, tool selection, roadmap, and strategy to align insurance business goals with marketing automation platform
Marketing Platforms Implementation
Business approach-based marketing automation platform implementations and data migration for Salesforce Marketing Cloud, Pardot, Eloqua, and Hubspot
Data Segmentation & Analytics
Customer and lead data mining, clustering, segmentation, visualizations, dashboards, and reporting for greater business insights to enhance cross-selling and upselling opportunities
Automation of insurance processes including marketing campaigns, lead capturing and assignment, call tracking, email marketing, and customer service
Seamless CRM integration with existing marketing automation platforms and third-party systems for real-time synchronization of lead/customer data, business processes, and teams
Marketing Automation Managed Services
Insurance marketing automation platform enablement support, change management with smooth user adoption, helpdesk for tech support and troubleshooting
Pardot Implementation Augments Policy Sales
Implementation of Salesforce Pardot combined with email marketing automation eliminated the need for qualification checks, improved follow-up workflows, expedited lead nurturing cycle, and increased the sales of insurance products.
Automated Lead Assignment Speeds Up Leads Conversion
Automated the entire lead cycle by auto-scheduling the calls between agents and leads, email personalization, and notifications to policyholders and insurance agents that resulted in enhanced lead conversion and customer acquisition.
CRM Integration Promotes Staff Efficiency
Integrated client’s existing CRM with marketing automation software to streamline lead management, call routing, customer management, campaign management, and sales functions resulting in improved staff efficiency and productivity.
Conversational Chatbots Reduce Staff Costs
Deployed insurance chatbots to address customer queries and service requests— that route customers to human agents after a certain conversation level, thereby minimizing human involvement and saving the cost of at least two FTEs.