AgencyBuzz Features
AgencyBuzz is a lead management tool designed specifically for insurance agents
from the start. No longer are you forced to store customers in generic mailings lists with
systems not designed for the insurance industry. From the team that created the Insurance
Website Builder, we have created this easy-to-use tool that will automate the personal touch
your prospects and customers expect from your agency.
Enhance Agency Efficiency
Easy-to-use Interface
AgencyBuzz’s interface is easy to work and control. If you are familiar with Microsoft Office, you will
be able to easily manage and update your email campaigns inside the web based AgencyBuzz.
Unlimited Contacts
There is no limit to the number of contacts you can save within AgencyBuzz.
Full transaction logging (E&O approved)
With a few simple clicks, you can keep track of all interactions with your clients and prospects that take place
in your AgencyBuzz account.
CAN-SPAM Act compliant
AgencyBuzz includes automatic unsubscribe/bounce handling, SPF, DKIM/domain keys, social media backlinks and web/mobile
views so your email campaigns are compliant with the CAN-SPAM Act of 2003.
Import/export utility
Quickly add and update contacts within the AgencyBuzz console using the import and export wizard.
Multiple locations
Your marketing campaigns within AgencyBuzz can be personalized and sent from multiple locations, so customers get your messages from their agents.
Multiple users
Have more than one person handling marketing for your agency? No problem. AgencyBuzz allows you to have multiple users managing your account.
Online help and training videos
Should you need help with AgencyBuzz, there are training videos in the system and online help and support.
Back to Top
Increase Sales & Improve Customer Retention
Online and offline marketing workflow solution
Effortless build and maintain long-lasting relationships with your prospects and customers through consistent
communication using AgencyBuzz. You can create marketing workflows using emails, phone call follow up reminders,
print mailings and text messages so your agency stays fresh in the minds of your audience.
Cross media marketing
AgencyBuzz can be used in your integrated marketing plan with the ability to market using multiple channels
including email, print/mail, SMS text messages, interoffice reminders and social media friend/follower requests.
Complete lead and customer contact management
Use AgencyBuzz to manage your leads and customer information. This insurance marketing tool will follow up
with contacts for you according to the schedule and conditions you set.
Built-in insurance-related content
Educate and show your prospects why your agency is the best with AgencyBuzz’s content library of more than
250 insurance-related articles. New content is added weekly.
25,000 emails per month, additional sends available
Sending your prospects and customers regular emails to stay top of mind is no problem with 25,000 emails per
month within AgencyBuzz. There is plenty of room for your marketing plan to grow as your agency grows.
Mailing statistics
The key to marketing is measurement. The mailing statistics within AgencyBuzz will show you which messages are
being opened and which messages are being clicked. These statistics can help you determine which message works
better so you can adapt your marketing plan as needed..
Integration with lead providers and other third-party systems
With built-in web API, third-party systems integrate directly with AgencyBuzz. You can import quote and contact
information from one system straight into AgencyBuzz with one click for easy follow up on leads and quotes..
Back to Top
Save Time & Money
Organize contacts by line of business, relationship status, agency contact and office location
Group contacts according to a variety of categories, including line of business, relationship status, agency
contact, and office location, and you can send relevant content to the appropriate group quickly.
Create distribution lists
Use distribution lists to easily organize lists of contacts. For example, a distribution list for contacts you
met while working a booth at a local event would make it easy to send a follow up email to that group.
Automatic event handling
An event is the trigger of the drip process that automatically starts the mailings in a workflow. In AgencyBuzz
you can schedule mailings to start for numerous events, including birthdays, holidays, anniversaries, when a
contact is inserted into the database, or when a contact is inserted into a line of business.
Built-in mailing templates
AgencyBuzz’s library of professional design templates allows you to choose your email design quickly and easily.
Easy drip marketing setup with drag and drop interface
Create marketing workflows in AgencyBuzz is as easy as dragging and dropping the messages, reminders and schedule.
Back to Top