Marketing Automation
Bolster your member experience with CRM integration, email marketing, lead development, and ROI reporting.
This tool is perfect for helping your health insurance sales team shorten sales cycles and accomplish more with fewer resources by defining automatic processes and decentralizing marketing outreach. Quickly launch campaigns using a library of prebuilt templates or use the online PDF builder to create a new piece of creative. Digital Asset Management is completely built in to ensure staying on brand. Managing your mailing lists is also at your fingertips with services including CASS Certification, NCOA (National Change of Address), processing, case adjustments and Delivery Point Validation.