You want to create a sophisticated e-mail marketing campaign — one that allows you to avoid having to send out multiple emails individually by copy and pasting over and over again. It’s heartbreaking when you put in hours, or even days worth of work only to watch as 80 percent (or more!) of those emails go ignored, unopened, get deleted, or land in the junk folder.

This is where our “standardize-systematize-automate” method comes in.

By signing up for a web-based service, you can accomplish all three of these goals. Standardize the message to ensure it’s the same for everyone. Systematize the process to easily gather and review results (Ask yourself if it is effective). Finally, and best of all, automate to save yourself time and energy.

There are quite a few options out there to choose from.

If you’re looking for the most cost-effective route, you will be able to find a free service. Though it’s worth noting that most free services limit their users on the number of contacts they can have and the amount of e-mails they can send each month. For instance, you can “monkey around” with one particular e-mail service, but you can only send 12,000 e-mails per month and you can only host up to 2,000 subscribers to your e-mails at a time. In some cases, a paid route might be more advantageous, so upgrading to the paid version is heavily suggested.

Wondering what we at Pinney Insurance Center, Inc. use?

For now, we utilize our own EZLife Sales system. However, soon this system will evolve into Insureio, and the new technology will be made available shortly.

Insureio is designed to be the most comprehensive Customer Relationship Management (CRM) system available. The service boasts many features, among them e-mail automation. With Insureio, you’ll be able to automatically e-mail your clients depending on their lead status. So whether you’re nurturing a lead at the starting point or are one step away from finalizing the sale, Insureio possesses the right e-mail campaign for you.

Producers can also e-mail clients directly from CRM and access a variety of marketing materials to distribute.

Imagine how much time you’re going to save when all you have to do is open a program, type an e-mail one time, click a box or two to choose your audience, and hit send. Now imagine how much more time you'll save when you can just choose the automated e-mail to send without even having to write it yourself.