This means time saved and expenses reduced for the agencies that automate their insurance marketing.
I surveyed dozens of marketing experts to create this list of 50 marketing automation services and tools that will help business owners save time in 2019.
Of course, we are #1 on our own list. And we feel no shame!
That said, in the Insurance industry, we are the only marketing automation company that completely automates websites, blogs, social media, SEO, instant quoting and lead generation for independent insurance agencies and agents.
We even develop your own custom insurance AI chatbot branded for your agency!
If you want a professional design and marketing team to make sure you look amazing online and consistently reach your target audience while engaging and warming up leads for you, get Leadsurance.
Email is a crucial communication channel for your business. But let’s be honest, how much of our time is wasted in the inbox? A lot! Save yourself some time, escape from periodic tasks with Right Inbox’s recurring email feature.
A tremendously powerful tool to ease your workflow. Choose repeating frequency as daily, weekly, monthly or yearly and select a delivery time. Learn more: rightinbox.com
There are many marketing automation platforms and tools to help you create drip email campaigns and other automated email flow sequences. ActiveCampaign is a popular and trusted choice.
One of the main things users appreciate about the platform is its ease of use in visually creating your campaigns. It is pretty easy to use if you don’t mind taking the time to set up all your marketing campaigns yourself.
Build, manage, and nurture your contacts more effectively with GetResponse. Email, marketing automation, landing pages, and webinars – all available in one single tool. Check it out: getresponse.com
Get organized with Infusionsoft by putting all your customer data in one platform making it easier to see the latest status on tasks, sales opportunities, and email results. It makes it fairly easy to manage your own sales and marketing campaigns and can be used for fairly complex operations.
Adobe Campaign is a marketing automation software provided by Adobe that will help you manage email marketing and cross channel campaigns. You can track the entire customer journey in one place. With rich customer data and tracking you will be able to create and deliver marketing campaigns your customers engage with getting you results.
Marketo is one of the world’s leading marketing platforms and is used by many inc. 5000 businesses. It is very powerful and has just about any marketing automation tool in it that you can think of. You can do everything from track website visitor engagement, email engagement, to managing contacts and more.
SEO is critical to generating leads online. But getting actionable SEO data and making sense of it requires data scientists and a bit of magic, or so it seems. CanIRank is a SaaS platform that pulls data from different tools such as SEMrush, Ahrefs, and Moz to provide actionable recommendations for improving a website’s SEO.
It breaks down SEO into keyword research and content strategy, on-page optimization, and link building – so you know which keywords you have a chance of ranking for and the steps you need to take to make it happen. Most SEO software tools provide great data. CanIRank takes it a step further by helping you know exactly what to do with that information. Learn more: canirank.com
UpLead is a sales intelligence tool that allows you to quickly find & connect with qualified prospects. Search by 50+ criteria to find your next best customers. Learn more: uplead.com
FindThatLead is a great tool for prospecting. You can quickly search and filter through lists of contact info based on your search criteria to create targeted and accurate email outreach lists.
Outreach is one of the tedious tasks in content marketing. Buzzstream allows you to conveniently send and personalize mass emails. Plus, it stores and manages contact information and history so well that you would have no problem tracking and nurturing your relationship with them.
Mailshake is another great cold email outreach tool. It allows you to quickly and easily create personalized email campaigns that use a variety of known variables to personalize your campaign messaging.
We use LemList here at Leadsurance. It is an awesome cold email outreach tool that recently won #1 on product hunt. It makes it super simple to set up the most personalized email campaigns possible that can even include custom images (unique to each recipient!). It is already a powerful tool and it is constantly getting updates and new features added making it even better.
The KickDynamic platform automates the email build process to dramatically save time and achieve genuine personalization for every recipient based on their preferences and behavior. Thanks to their open time technology, every email also updates with the latest content, meaning users will always see the most relevant content for them whenever it is opened. Dynamic email content is pretty cutting edge and can definitely boost your email marketing results.
KickDynamic comes recommended by Rich James Director of Jolly Good Communications
Awario is an awesome social monitoring tool that we have been using for about a year now. It will automatically send you emails whenever anyone on social media mentions your brand name or other keywords that you want to track. It is a great way to keep a pulse on your target market and get ideas for your content marketing efforts and even product development.
Next time your insurance agency is launching a social media marketing campaign, make sure you get YouScan to help you listen in on social to see who’s participating.
Social media listening fueled with image recognition technology greatly simplifies and speeds up work for digital marketers, PR and SMM people, researchers and insight managers. This is the most effective tool to listen to the customer’s voice and quickly react.
For marketers, this tool is of particular value due to the wider search for insights and opportunities to launch fast-creative campaigns. Traditional social media monitoring helps marketers understand what consumers say about your brand or product.
But without image analysis, they can miss out on as much as 85% of mentions, says Elena Vinokurtseva, Head of PR and Content at YouScan.io
We all know how important it is to have an active presence on social media. That doesn’t mean we want to spend a bunch of our time updating our business social accounts. Using a social media automation tool is great for saving time on this marketing task.
SocialPilot is a social media marketing, scheduling and analytics tool helping social media professionals & digital agencies manage their social media effortlessly. You can check it out and learn more here: socialpilot.co
Survey Anyplace is an online software tool to create engaging surveys, quizzes, and assessments. Marketers use Survey Anyplace to ask a series of lead qualification questions, that would otherwise be addressed during the first sales call. This not only saves time but also generates valuable insights for both the prospect and the vendor.
For more info, check out this case about lead generation surveys: surveyanyplace.com
Marketing automation is not only a must-have for any organizations who rely heavily on lead generation, content marketing, email marketing, and customer relations. But it’s also a saturated space, with over 200 marketing automation platforms on the market. So how do you decide which is right?
That is where online review sites such as G2 Crowd come into play. The marketing automation research hub on G2 Crowd features 210 marketing automation vendors, with over 10,000 reviews across those products. You can filter real-user reviews based off of their industry, company size, rating, etc.
All this research is pulled from real-user feedback and is completely free for those researching and choosing a new marketing automation software: g2crowd.com
Salesflare is an automated CRM for small businesses selling B2B. It automates your customer data, tracks your customers and automates email communication so you can entirely focus on building out the relationships. Learn more here: salesflare.com
Alex Glenn’s Automated AF is a marketplace, resource and podcast to connect founders and teams with the people, tactics, and tools necessary to get their funnels or customer experience working and ready to scale via Sales, Customer Success & Marketing Automation. Learn more here: automated.af
There are a lot of great marketing automation platforms on the Internet. Every now and then you can get lifetime deals to these platforms. The Google Chrome Launch Space extension collects all the best deals from around the net in one place.
It’s a useful timesaver for busy business owners looking to get access to a money saving deal. Rather than constantly researching and comparing deals, you can sign up to receive email notifications when a new deal is available. Learn more here: launchspace.net
Nightwatch.io is a sophisticated SEO performance tracking solution that’s designed for website owners, marketing agencies, and professionals who are focused on scaling up their businesses. It features a customizable dashboard so you can quickly make smart decisions with data we crunch for you daily. Check out Nightwatch.io here: nightwatch.io
Snov.io is a cold outreach automation platform. It’s great for anyone who relies on email outreach or outbound research. Tools: email – finder, verifier, tracker, technology checker and email drip campaigns. And many other features that help to cut down the time on collecting leads. Learn more: snov.io
Insightly is a powerful, inexpensive CRM tool that we use for account management, sales, and marketing. Using a CRM to support these functions of our business ensures everyone on our team stays on the same page with one another and with our prospects and clients. Insightly centralizes everything from notes to email correspondence to invoices.
Insightly comes recommended by Claudia Pennington, founder and CEO of DIY Marketing.
Business owners looking for marketing automation will benefit by taking a look into Hubspot. Hubspot is a marketing automation platform that manages all your marketing leads and contacts in a thoughtful manner. It allows you to create customized buyer journeys for each of your buyer personas with the most appropriate content for their position along the sales and marketing funnel.
Hubspot makes the buying experience more personal for your customers and potential buyers. Hubspot also lets you view your marketing campaigns comprehensively. This is super helpful when you’re working with campaigns that involve SEO, SEM, SMM, and Website analytics and need to see how all the channels contribute to your campaign goal.
Hubspot comes recommended by Luke Wester from miva.com.
As a 20 year Expert in CRM Systems and Marketing Automation, John’s recommendation for SMB owners would be to leverage platforms such as Constant Contact for outbound email marketing in conjunction with Salesforce CRM. Using Constant Contact, even business owners who aren’t super technical can create nice looking email marketing and other digital marketing campaigns.
You can make email marketing tools like Hubspot or Constant Contact more powerful by leveraging certain Chrome extensions to further advance your workflow. Some free Chrome extensions such as Dux-Soup or LinkedIn Helper will allow business owners the ability to visit hundreds of business prospects daily thus increasing counter interest in the business owners and or his/her business website. From there, you can gather the interested prospects emails in a number of ways and use them in your email marketing campaigns.
Constant Contact and Dux-Soup both come recommended by John Hauryluke Founder of CRMcloudPeople.com.
If you are managing multiple marketing channels for your insurance agency or business then you’ll want to find a comprehensive reporting dashboard to track them all in one place.
Agency Analytics is a web application that organizes all different types of information and data across many marketing channels, under one roof:
This tool makes it SUPER handy for anyone to integrate a large amount of information from many different marketing channels and tools into one simple dashboard.
It helps you manage, track and report for all your marketing needs by saving a tremendous time that would have been spent via reporting manually for each channel every month.
Agency Analytics comes recommended by SEO Specialist Joanna Vaiou at JoannaVaiou.com.
SocialBee is a social media marketing automation tool that saves a lot of time scheduling posts and managing your followers. If you are using Twitter for your business then you will want to checkout SocialBee. You can easily get 100s of targeted twitter followers in days using SocialBee’s concierge service.
The software does a LOT while their service packs on the extra punch of having managed social media services done for you. It allows you to schedule future social media postings across several platforms and even control if they are recycled and reposted a certain number of times. Additionally, you can create lists of targeted people on Twitter to engage with.
Most business owners don’t have time during the day to post online, but we know we need to post new content at the best possible times to engage our audiences. Enter Buffer. It helps keep your business and personal brand consistently active on Social Media.
When you’re up at 5 am hustling and happen to think of a great post, don’t post it then. No one is awake! Instead, add it to your Buffer and it’ll get queued to go out later at a time that is optimal for maximum engagement.
Buffer’s free plan provides plenty. In fact, you can post daily to Facebook, LinkedIn, and Twitter, and not hit their free trial limits. Check it out if you’re “too busy” for social media. Stay busy, but stay top of mind for all of your followers.
Buffer comes recommended by Erik J. Olson from thisisarray.com
Driven by his desire to improve existing online marketing solutions, Carlos Cruz created Clicktool, a marketing software program whose tools provide online marketers with one comprehensive platform from which they can organize data, track campaigns and easily create A/B experiments.
Track ad traffic for digital and phone campaigns without redirects and enable pay-per-call campaign management. Learn more: clicktool.com
Try using Hootsuite to schedule your Facebook, Instagram, Twitter, Linkedin and Pinterest posts. This saves so much time so you don’t have to log in to each account daily and upload.
If you’re not already scheduling posts with a platform such as Hootsuite, you need to start doing so as soon as possible and you’ll start saving so much time.
Hootsuite comes recommended by Stacy Caprio founder of Growth Marketing.
Hike SEO is an automated SEO service that provides regular tracking and SEO suggestions for your site. With detailed instructions, Hike makes significant suggestions and guidance on how to improve the SEO of a site, without having to run independent testing and research.
ManyChat is a powerful ChatBot service which can be used with Zapier to integrate with other marketing tools, like Klaviyo and Shopify. ChatBots can easily be created to drive sales via abandoned carts and more complex flows initiated by a users interaction with a Facebook post.
Shoelace is an automated retargeting service that allows Shopify store owners to successfully retarget to potential customers over multiple platforms, without the need of creating multiple retargeting campaigns across those individual platforms.
HikeSEO, ManyChat, and Shoelace all came recommended by Adam Pearce, Head of Marketing & Strategy from Blend Commerce.
Ontraport takes marketing to the next level. Unlike other email marketing tools, Ontraport helps you build a well-thought-out marketing strategy with an easy to follow and build, flow chart. The system is built to respond uniquely to each customer in the marketing funnel according to how they respond or interact.
Moreover, Ontraport offers a variety of email options. The tool can also help you oversee other aspects of your marketing campaign. Overall, Ontraport can turn your marketing into a well-oiled machine, while offering the personal touch and gentle care that you need to turn the maximum amount of leads into sales and loyal customers.
Ontraport comes recommended by Nate Masterson CMO of MapleHolistics.com
AI-based conversational platform for marketers to build chatbots with. Odus provides a visual builder to create chatbots with real AI for any channels of communication. Odus bots understand the context of the conversation, so they help to reduce costs and save time in the sales and support department. This is a complete marketing platform for broadcasting, analyzing and interacting with subscribers in your instant messengers and mobile apps.
There’s no better way to build quality links and get more traffic than creating extraordinary content and reaching out to influencers, bloggers, and writers who write about these topics. However, finding the right prospects, sending out emails, and following up can take quite some time. Pitchbox can save you hours and hours of work with its automation options.
Ahrefs offers tools like keyword research, site explorer, or site audits that will save a lot of time. You can easily find keywords with high search volume and low difficulty score to target. Then, you can go through the link profiles of your competitors and try to get some of those links. You can also use the content explorer tool to find guest posting opportunities.
Pitchbox and AHREFs both came recommended by Sadi, Digital Marketing Manager from RunRepeat.com
Email marketing is essential for insurance agents. However, this doesn’t mean it needs to be time-consuming. You can plan out an entire quarter or even 12-month calendar of your outbound email campaigns. With a plan, you can then create and schedule all of your email campaigns using a tool like Mailchimp to automate the scheduling and sending of your campaigns throughout the year.
If you have remote staff handling customers, who aren’t always working from the same location, then you might be in need of cloud technology services. Software-defined wide area networks (SD-WAN) is the most simple, flexible and adaptable solution for today’s global-based networks. With plenty of cost-savings and performance advantages over traditional WANs, SD-WAN gives your business a competitive and operational edge that’s hard to overstate.
SD-WAN’s flexible networking system ensures superior on-point brand messaging, exceptional outreach strategies and plenty of built-in networking advantages. And since many applications and software programs are already headed toward the cloud, SD-WAN puts any enterprise ahead of the curve. Learn more: top7sdwanproviders.com
Planoly is great because it allows you to automate Instagram posts. It’s especially recommended for new business owners who may not have a budget for a social media manager.
ConvertKit is great because it allows you to automate the messages that you send to your email list, and it has built-in landing pages. It allows you to multi-task effectively with ease.
SamCart is a great online cart processor that allows you to create order bumps and increase conversion, all with minimal manual involvement.
Planoly, ConverKit, and SamCart all come recommended by small business owner Erma Williams from thepomadeshop.com
Campground is a great way to increase Instagram organic followers. Their one differentiator is their demographic research and ‘deep dive’ to make sure that their intelligent automations are only interacting with users relevant to the client and their brand (no point interacting with Indonesian teenagers if you are trying to built the Instagram profile for your insurance agency!).
You can call their growth method as a hybrid human/automation since their team in Southern California is actively monitoring the type and quality of followers coming and making on the fly adjustments to a clients growth automations. Campground leverages engagement automations such as liking content and following engaged users.
This marketing automation service comes recommended by Arvind from Ursa Ventures. Learn more: campgroundsocial.com
Mautic marketing automation s/w for businesses, which helps save time and increase prospect touch points, thereby increasing conversion rates. Mautic has many capabilities to automate digital marketing and improve productivity.
For example, Mautic can automatically send a thank you email (and/or SMS if opted in) after a prospect clicks on a link in a marketing email and thus visits a landing page. Another great example: Mautic landing pages can include dynamic content, like the prospect’s name, so when they click on an email link the page that loads are personalized. Furthermore, a point system can be established so that marketers can easily identify high-value prospects.
Mautic comes recommended by Bob Herman, Co-Founder & President ittropolis.com
Although this marketing automation service is specifically for manufacturers, that doesn’t mean insurance agents shouldn’t know about it. If you sell commercial insurance to manufacturing companies, you’ll want to be aware of marketing automation tech that they may use.
Why? Because you can show your expertise and understanding of their business by being educated and aware of the operations and services in their industry.
Tudodesk helps businesses automate what was an almost manual process for both the customer and business. Customers can request estimates, place orders, make payment, get updates on production and shipping and finally place a review. Tudodesk is an online CRM, ERP all-in-one platform that helps bespoke manufactures, restoration and repair shops automate the customer purchase journey from inquiry to collection and shipping.
Twilio Studio is a fantastic tool for businesses to create chatbots quickly, helping them avoid the time and cost in programming a chatbot from scratch. It provides a visual editor, along with sample workflows and user guides, making it easy to get up and running without any programming experience.
The Twilio platform comes with a variety of other tools and services, including an API Explorer to view chatbot engagements, so businesses can gain insight into how users interact with their chatbots. Also, traditional programming logic can be integrated into the chatbots, which allows them to grow in complexity.
Twilio Studio comes recommended by Kwaku Farkye a Software Engineer from TrilogyLG.com.
European Marketing Automation Tools
And finally, for our readers in the UK, we wanted to share some of the leading marketing automation services and tools in Europe. Top Marketing automation tools that are made in the EU include:
These tools come recommended by Chris Byrne Co-Founder at SensorPro.net known as the customer messaging & feedback platform to grow your business.
Since you made it this far I figured I’d share a bonus tool with you.
When it comes to lead generation, Albacross, the web-based B2B lead generation platform, is your best bet. With this tool, you’ll be able to identify and track the companies and potential customers visiting your website. You’ll get in-depth insights as to which pages they are most interested in, how they interact with your site, and ways they can be contacted.
Way to go!
Wow, you made it through the list of 50 marketing automation services! 🍾
Pop a bottle of champagne to celebrate and then get out there and start automating your marketing so that you can focus on your clients and more valuable aspects of your business.
If all this marketing automation and technology stuff is complicated or not interesting to you, then we’d love to automate your marketing for you. Learn more.