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Insurers Adopt Act-On to Engage Brokers and Agents, Grow Sales

Act-On Software announced that leading insurance groups including RSA Insurance, Heartland Financial Group and The Guardian Life Insurance Company of America® (Guardian) are among the latest firms to adopt the Act-On platform.

RSA Insurance, Heartland Financial Group and Guardian implement Act-On to drive marketing campaign effectiveness from engagement to sale

PORTLAND, OR – September 6, 2018 – Act-On Software, the leading provider of adaptive marketing automation™ for mid-market enterprises, today announced that leading insurance groups including RSA Insurance, Heartland Financial Group and The Guardian Life Insurance Company of America® (Guardian) are among the latest firms to adopt the Act-On platform, growing sales and broker and agent engagement. These companies join a growing number of insurance organizations who have already turned to Act-On to guide multi-channel marketing campaigns that measurably impact marketing effectiveness from engagement to sale.

Engaging Brokers & Agents

Insurance companies face a quickly-moving marketplace helmed by brokers and agents who have a diverse audience to serve. Insurance marketers must reach this varied audience through several channels, often offering many products and services to satisfy widely varying needs.

Measuring individual broker and agent engagement is easy with Act-On’s deep visibility into website activity and other measures of brand interaction such as email open and click-through rates. Act-On provides actionable intelligence on broker and agent behavioral activity that helps marketers continuously improve campaign effectiveness.

>Driving Considered Purchases

Act-On’s marketing automation platform helps insurance marketers increase sales conversions with real-time data and hot prospect alerts, allowing insurance agents to engage more qualified customers, continue more conversations and sell more policies.

RSA Insurance, one of the world’s longest standing insurers, protecting individuals, small businesses, and large corporations, markets primarily to brokers and risk managers for its UK commercial division. After implementing Act-On for outbound marketing activities, it has increased its email open rates rising well above the 18-20% industry benchmark, and has seen click-through rates as high as 59%.

Act-On’s advanced segmentation, lead scoring and nurture campaign capabilities combined with its native integrations with key CRMs such as Microsoft Dynamics, SugarCRM and Salesforce allow insurance marketers to deliver more personalized experiences that lead to more engaged leads, new customer acquisition, customer retention, and upsells. Features like Act-On’s landing page and web form composer enable insurance groups to deliver timely, effective messages and offers that are compliant with the latest branding — and industry regulations– while improving brand recognition and campaign efficacy.

As Act-On furthers its focus on servicing the unique needs of insurance marketers, momentum for its powerful platform has grown. While being easy to use and not requiring certified experts or any IT commitment, Act-On enables successful insurance marketing in the new digital era.