Email Marketing forInsurance Brokers

Increase policy renewals and cross-sell with targeted email campaigns

Automate renewal reminders, policy updates, and cross-selling opportunities to maximize client lifetime value.

Free plan available
No credit card required
Setup in minutes

Use Cases

Powerful automation for Insurance Brokers

Discover how SendMailOS can transform your email marketing with industry-specific workflows.

1

Renewal Reminders

Automated reminders before policy expiration dates

2

Policy Updates

Notify clients of coverage changes and new options

3

Cross-Sell Campaigns

Identify opportunities to expand client coverage

4

Claims Follow-up

Check in with clients after claims are processed

Industry-Specific Features

Built for Insurance Brokers

SendMailOS comes packed with features designed specifically for your industry needs.

  • Agency management integration
  • Policy expiration tracking
  • Quote comparison tools
  • Claims status updates
  • Referral program management
sendmailos.com/dashboard/workflows

Automated Workflow

Active - 3 steps

Running
1

Trigger

New subscriber added

2

Wait

24 hours delay

3

Send Email

Welcome message

2.4K

Sent

68%

Opened

12%

Clicked

Get Started

How it works

Get up and running in three simple steps.

1

Sign up in seconds

Create your free account and connect your existing tools. No credit card required.

2

Set up your workflows

Use our pre-built templates or create custom automations with our visual builder.

3

Watch your business grow

Start sending personalized emails and see engagement increase automatically.

Results

The impact for Insurance Brokers

See the real results our customers achieve with SendMailOS.

85%

Policy renewal rate

30%

Cross-sell success

40%

Client retention

Ready to transform your insurance brokers email marketing?

Join thousands of businesses that trust SendMailOS to deliver their most important messages. Start your free trial today.

No credit card required. Free plan available forever.