Automated Lead Nurturing and Follow-Up Emails:  

When a new lead is added to AgencyBloc, ActiveCampaign automatically triggers a series of nurturing emails tailored to the client's interests and needs. These emails are scheduled over a period to keep prospects engaged, providing relevant information and reminders. Enhances lead engagement and conversion rates by ensuring timely and personalized communication.

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Client Renewal and Policy Update Reminders:  

AgencyBloc updates ActiveCampaign when client policies are nearing renewal. ActiveCampaign then sends automated reminders to clients, along with any necessary policy updates or changes. These messages can also include links to schedule meetings with advisers. Ensures clients are informed and proactive about their policy renewals, reducing churn and increasing retention.

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Cross-Selling and Upselling Campaigns:  

ActiveCampaign launches targeted email campaigns based on the client data and purchase history from AgencyBloc. These campaigns suggest additional services or upgrades that align with the client's current policies or needs. Promotes increased sales opportunities by intelligently identifying and communicating potential value-added services to existing clients.