The complex and fluid digital landscape presents several difficulties that prevent agents and marketers from connecting with potential and existing policyholders.

Marketing Challenges Impacting Insurance Brokers

Standing Out From the Crowd

Insurance brokerages face overwhelming competition from rival agencies offering similar policies (many times from the same carriers), making differentiation a crucial component of acquiring new customers and retaining existing policyholders.

Lack of Resources

Many insurance organizations have small marketing teams that lack the time and resources needed to coordinate and execute multiple campaigns efficiently and effectively.

Disconnected Technology

Many insurance brokers use disconnected systems to gather information on prospective clients, making it nearly impossible to deliver the personalized communications and marketing efforts required to create an enjoyable customer experience.

These challenges prohibit growth, monopolize time and resources, and prevent agents from building real relationships with potential and existing clients.

How Can Act-On Help Your Business?

Insurance brokerages and carriers need powerful marketing technology to help them capture and consolidate meaningful policyholder information and leverage these insights into targeted and effective marketing campaigns.

Act-On’s marketing automation software equips organizations with tools that empower them to maximize their resources, drive new client growth, and reduce manual and disconnected marketing efforts.

Gain Behavioral Insights for Better Customer Journeys

Capture and consolidate activity and engagement data from the web, social media, form submissions, and email into usable timelines to empower agents and marketers to drive targeted and effective communications.

Remove Manual Processes to Accelerate Growth

Leverage integrated marketing software to eliminate manual data transfer and enable conditional logic to usher prospects and policyholders through a personalized and seamless sales process and customer experience.

Attract and Acquire New Policyholders

Leverage a multi-channel digital marketing approach to increase your website traffic, generate more leads, and build real relationships with your prospects and policyholders.

Automate Renewals and Policyholder Communications

Leverage data from various sources (such as a BMS) to automatically segment your customers and enter them into targeted upsell email drip campaigns.

Act-On Has Been Featured In…

At some point, every industry must undergo a digital transformation to remain relevant. It’s already underway in the insurance industry.


As a result of the challenge insurance providers face, Act-On is doubling down on its commitment to provide best-of-breed audience engagement technology for insurance providers.


Successful insurers use marketing automation to consolidate and update technology, automate marketing tasks, and establish a cadence of internal communications to keep agents in the know.


Free Website and Email Marketing Assessment

Take advantage of this free assessment with a bonafide marketing expert! Give us 20 minutes of your time and we’ll provide you with a detailed report of your website and email platforms — along with advice on best practices for SEO and email deliverability!

Insurance Companies That Trust Act-On

Meyer and Associates Uses Act-On to Market Their Insurance Products to Over 100 Alumni Associations

Founded in 1973, Meyer and Associates is a broker and “third-party administrator” that partners with over 100 colleges and universities across the United States to market and sell insurance to their members. Read their success story to learn how they use Act-On to effectively market their insurance products to more than 100 alumni associations.

Physicians Insurance

Physicians Insurance Uses Act-On to Personalize Communications and Retain Customers

Physicians Insurance is a premier provider of medical professional liability insurance for physicians, clinics, and hospitals in Washington, Oregon, Alaska, Wyoming, and Idaho. Read their success story to learn how they use Act-On’s email marketing functionality to achieve open rates of 31% and retain more than 95% of their customers.

RSA insurance logo

RSA Insurance Breaks Through the Noise of the Inbox With Act-On

RSA Insurance is one of the world’s longest standing insurers, protecting individuals, small businesses, and large corporations. Read their success story to learn how they are using Act-On to break through the “noise” of the inbox with open rates rising above the 18-20% industry benchmark and click-through rates as high as 59%.

Insurance ORGANIZATIONS that Trust Act-On