Birthday & Age
With a contact’s birthday, you can not only send birthday greetings, but you can also segment contacts by age to target them based on demographic needs. As an example, you can now send a mailing on long-term care insurance to all contacts within your system that are between the ages of 50 and 60.
Agency Contact & Location
Does your agency have multiple agents and/or locations? If so, segmenting your lists by the contact’s primary agent or location allows you to send targeted mailings such as office closings, new employees or direct touch communications that solidify the agent/customer relationship.
Did you get a lot of leads from a special community event that your agency sponsored? Segment your contacts based upon referral source. Send them emails about how it was great to meet them at the event reminding them how fun and awesome your agency is. Then next year send another email inviting them to this year’s bigger and better event and, asking them to invite their friends.
Categorize your lists according to distances from a certain ZIP code so you can send hyper –targeted mailings about events that are going on within your customers’ specific neighborhoods. Community events, road and school closures and other helpful local information engage readers and strengthen your relationships with people in your community.
Ever have a carrier stop offering a program that many of your customers have purchased? Have commission terms changed? Send your customers updated carrier information, and let them know you can offer something better if they’re interested.
Line of Business
This segment can take the most time to manage when using distribution lists. AgencyBuzz, however, makes it easy to move clients from one relationship status within a line of business to another, reducing the chance of errors from copying contacts from one list to another. Simply select the new relationship status for the line of business, and you are done. In this easy-to-use section, you can manage this contact’s status within an unlimited number of product lines.
The above section makes it easy to create cross sell segmentations as well. For example, just tell the system to send a drip marketing campaign to all contacts who are homeowner customers but not a prospect or customer of automobile.
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1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482