AudienceClients entering renewal window
Marketing automation for insurance brokers
Keep every prospect and policyholder journey moving.
LifeWIRE gives insurance brokerages the forms, audiences, email campaigns and automated journeys needed to turn customer data and business events into timely, relevant communication.
Renewal campaignActive
Personalized emailRelevant message and call to action
Follow-up ruleRoute engagement or send reminder
Delivered1,248
Engaged38%
Follow-up126
Campaign tools built around the relationship
From first inquiry to renewal, make the next communication easier to execute.
Build repeatable programs without forcing your team to assemble forms, lists, templates and follow-up tasks by hand.
Forms and lead capture
Create branded forms for inquiries, referrals, campaigns and other defined entry points.
Email templates
Give teams reusable, on-brand messages for common brokerage campaigns and customer moments.
Audience segmentation
Build targeted audiences using the customer, policy and engagement criteria relevant to the campaign.
Automated journeys
Configure timing, decisions and follow-up actions so each contact receives the appropriate next message.
Campaign management
Plan, launch and monitor outreach from a consistent workspace with clear ownership and status.
Performance reporting
See delivery and engagement results so teams can understand what is working and improve the next campaign.
Insurance-specific moments
Automation that follows the way brokerages build relationships.
Use configurable business rules to create programs around the customer lifecycle while preserving team visibility and control.
Respond to inquiries, deliver useful information and route qualified opportunities to the right team.
Welcome new clients with coordinated messages, resources and next-step reminders.
Reach relevant audiences with targeted coverage education and additional service opportunities.
Coordinate pre-renewal communication, reminders and follow-up around important account milestones.
Connected by design
Build campaigns from the data and events your brokerage already creates.
LifeWIRE can work alongside your existing brokerage technology so marketing activity is connected to real customer and policy moments instead of isolated lists.
Start from a form submission, audience criteria or defined business event.
Use relevant context to select the appropriate message, timing and call to action.
Track campaign activity and engagement to improve future outreach.
Make marketing part of the workflow
Build a practical automation program for your brokerage.
Bring us the campaign or customer journey your team wants to improve, and we will help map the audiences, messages and actions.
Talk to LifeWIRE