TAKING NEW BRIEFS · Q2 / 26
We build and manage high-touch email campaigns that keep your independent agency top-of-mind, drive policy bundles, and protect your renewals.
“Retention isn't built on automated sales pitches. It's built on consistent, helpful communication before the renewal window opens.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Keep policyholders engaged with educational, non-salesy newsletters and timely renewal prompts before they start looking at competitors.
Automatically identify single-line policyholders and introduce them to complementary coverage, like bundling home and auto or adding umbrella policies.
Scrub your list of hard bounces, append missing email addresses, and integrate your lead forms directly with your Agency Management System.
We don't rely on generic templates or automated algorithms. A senior strategist builds and manages your campaigns step-by-step.
We scrub your database of dead emails, run a verification check to protect your domain reputation, and sync your email platform with your AMS to map clients by policy type and renewal status.
We write highly personalized, conversational emails focusing on risk education and local insights, designed to build trust rather than sell aggressively.
We build the automated workflows and trigger events, such as welcome sequences for new leads and cross-sell prompts for single-line clients.
We dispatch your campaigns, monitor inbox deliverability, run A/B tests on subject lines, and prune inactive contacts to protect your domain reputation.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
No generic templates. No automated algorithms. Just high-touch email marketing built for independent agencies.