Marketing Automation for
Insurance Agencies


As an insurance professional, your role is to reassure your target audience segments that you can provide the necessary coverage to meet their unique interests and needs. To forge this trust, you must be able to attract and engage your audience through a multi-channel approach. Marketing automation is your answer to making this process simple and effective.

Insurance Companies That Choose Act-On

Physicians Insurance
RSA insurance logo
Americas Health Insurance Plans logo
Johnson and Mackie logo
CRES Insurance logo
Starmount logo
Trusted Choice Insurance logo
Landy Insurance logo
RDA Insurance logo
Insureon logo
Prudential logo
CSG Actuarial logo

Maximize your marketing and motivate your audience wherever they are

Physicians Insurance

Reach, engage, and build more long-term relationships

Physicians Insurance is the 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 used Act-On’s email marketing functionality to achieve open rates of 31% and retain more than 95% of their customers.

Increase sales conversions

The Progressive Corporation was able to improve marketing and sales alignment using well-organized and integrated marketing programs that implemented 2x faster with Act-On.

Act-On’s Website Prospector enables sales to stay engaged by tapping into the power of SEO, turning every web page into a sales tool to make their job easier. In addition, lead scoring empowers marketing to identify and prioritize leads based on behavior and demographics to ensure they are transferring the most qualified leads to sales.

RSA insurance logo

Make data-driven decisions

Act-On’s functionality enables RSA insurance to make data-driven decisions for campaign optimization. Features such as A/B testing and email performance reports enable you to modify your marketing efforts for higher open rates and improved engagement.

Act-On’s reporting and analytics tool enables you to track and measure all key activities, as well as quickly view which campaigns are resonating with your target audience and generating effective results.

Improve Compliance and Campaign Performance

Insurance professionals need to deliver timely, effective messages, offers, and content that are compliant with the latest industry regulations. Without the proper tools, insurers can compromise their campaigns, accumulate large fines, and lose customers.

Act-On eliminates these challenges by providing the most comp suite of sales and marketing tools in a single solution. In addition, our easy-to-implement solution delivers a centralized permissions-based library of materials, allowing you to remain fully compliant.

Take a Video Tour

Take a Tour

Ready to unleash your marketing superpowers?