Customers success story
TWFG Ratliff Insurance: Transforming Client Engagement with Campaigns
TWFG Ratliff Insurance, led by Dale Ratliff, is a family-owned agency specializing in personal lines, commercial, and non-standard auto insurance. They faced challenges with inconsistent client communications, relying on direct mail and cold calling. To improve engagement and retention, they implemented InsuredMine, a platform that automated email and text campaigns, streamlined the renewal process, and provided real-time analytics.
Challenges
TWFG Ratliff Insurance sought improved client communications, recognizing their existing methods were inconsistent. They aimed to enhance their outreach and track effectiveness more efficiently.
In strategizing for accelerated agency growth, the TWFG Ratliff Insurance team identified limitations in their reliance on direct mail and cold calling. They needed a streamlined approach to communicate with customers and prospects swiftly and effectively, at a scalable level.
CRM Implementation
The need for enhanced communication tools prompted their search for new solutions, aiming to streamline processes and enhance client engagement. Upon discovering InsuredMine, they were impressed by its capabilities that extended beyond basic email automation. They could segment marketing messages to automatically target customers approaching policy renewals, send personalized birthday greetings, keep existing customers informed about crucial updates, and more.
Email & Text Campaigns
TWFG Ratliff Insurance uses campaigns to deliver urgent updates in a timely manner, sending personalized birthday messaging, and alert clients when a policy is about to renew.
Renewal Pipeline Automation
With renewal automation, it includes labels, pre-set templates, automated workflows, and task templates, enabling the agency to automate the renewal process and engagement, and receive alerts for potential churn risks.
Campaign Analytics
This allows the agency to track detailed user behavior in real-time for each email campaign as well as see details such as open rate, click rate, and bounce rate.
The Impact:
Streamlined renewals pipeline to improve long term customer retention.
One of the core aims for TWFG Ratliff Insurance is to retain long-term advocates that stay with them year on year, so using the tools within InsuredMine to optimise the renewals process was key.
Real-time dashboards for data-driven insights.
The impact of these campaigns is easy to see thanks to the Engagement Dashboard.
“Since we started using InsuredMine, we are able to increase our outreach efforts and maintain positive feedback with our clients.”
Dale Ratliff
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About InsuredMine
Chosen by over 1,000 independent agencies, InsuredMine is your go-to sales and marketing platform with industry-leading integrations. Everything sales, marketing, and analytics, in one platform to help manage the entire customer journey from lead to renewal. Learn more by visiting www.insuredmine.com and experience how InsuredMine can help you in automating and optimizing business processes.
