DIGITAL MARKETING PLATFORM
The platform is the core technology of the Intygral system that enables agencies to automate and systematize marketing functions that they previously conducted manually. In addition, the Digital Marketing Platform opens a new world of possibilities only available through digital marketing.
CRM (CUSTOMER RELATIONSHIP MANAGEMENT)
Industry-specific activities and workflows allow agencies to unify sales, marketing, and customer service functions by:
- Managing and automating customer and prospect interactions.
- Tracking referrals.
- Overseeing and administering customer renewal dates and policy numbers
- Integrating with AMS360
Strategic email campaigns enable agencies to stay top-of-mind among customers and prospects. Email marketing can help your agency:
- Automate email communications throughout the sales process.
- Cross-sell campaigns to supplement existing sales team’s efforts.
- Segment and target drip campaigns.
- Market to both personal and commercial leads.
- Engage through fun, personalized holiday and birthday campaigns.
EMAIL CONTENT LIBRARY
- Tailor marketing efforts with topical, insurance specific content from the Intygral library.
- Deploy content relevant to both commercial and personal lines.
- Target general commercial accounts and specific industries, including manufacturing, property management, restaurants, and trucking.
- Centralize content resources and assure consistent content quality.
Structured and strategic task management helps agencies organize and centralize sales opportunities, turning prospects into customers by:
- Prioritizing CSR’s and Producers’ to-do lists by ranking leads and customers in the sales pipeline to sell smarter.
- Automatically delegating open tasks to agents based on pre-set criteria.
- Overseeing all open tasks, categorized by assigned agent, due date, or activity.
REPORTING AND ANALYTICS
Analytics offer agencies new insight into overall performance and can help improve the accuracy of business decisions. With the help of analytics, your agency can:
- Achieve full visibility into sales opportunities, measure the effectiveness of marketing campaigns, and track new opportunities.
- Track each producer’s quote-to-close ratio and total premium.