Build multi-step drip campaigns with scheduled email and SMS touchpoints. Enroll prospects from your pipeline or lead lists, track engagement metrics, and convert more leads into clients — without manual follow-up.
Active Campaigns
4
3 email, 1 mixed
Enrolled Prospects
287
+43 this week
Avg Open Rate
38.4%
+6% vs industry
Conversions (90d)
31
10.8% conv rate
What it is
Most insurance prospects don't buy on the first contact. They need multiple touchpoints — educational content, competitive comparisons, and timely reminders — before they're ready to commit. Insurstein's marketing automation lets you build those touchpoint sequences once, then enroll prospects automatically so every lead gets consistent, professional follow-up without your team lifting a finger.
Design drip sequences with multiple steps spanning days or weeks. Each step can be an email, an SMS, or both. Set wait periods between steps, customize messaging for each touchpoint, and preview the entire sequence before activating. Build it once, then let it run.
Enroll prospects directly from your sales pipeline or import them from lead lists. When a new prospect enters a specific pipeline stage, they can be enrolled in the appropriate nurture sequence automatically — no manual effort to ensure every lead gets followed up.
Core capabilities
Create campaigns with multiple email and SMS steps, each with configurable delays between touchpoints.
The visual campaign builder lets you add steps sequentially — day 1 welcome email, day 3 follow-up SMS, day 7 value proposition email, and so on. Each step has its own content editor, subject line, and scheduling. Add, remove, or reorder steps at any time. Preview the entire journey before launching.
Enroll prospects from your sales pipeline stages or upload lead lists directly into campaigns.
Select prospects from any pipeline stage and enroll them in a campaign with a few clicks. Import lead lists from networking events, purchased lists, or referral partners. The system de-duplicates contacts and prevents double-enrollment so prospects never receive the same sequence twice.
Reach prospects on their preferred channel with a mix of email messages and SMS texts.
Combine email and SMS in the same campaign for maximum engagement. Use email for detailed content — coverage comparisons, educational articles, or agency introductions — and SMS for timely, high-impact messages like quote-ready alerts or meeting confirmations. All SMS is sent through compliant A2P channels.
Monitor open rates, click rates, reply rates, and SMS delivery across every campaign step.
Every campaign step tracks its own performance metrics. See which emails get opened, which links get clicked, and which SMS messages prompt replies. Identify underperforming steps and optimize them. Compare campaigns against each other to learn what messaging resonates with your market.
Track which campaigns and steps drive prospects to become clients.
When an enrolled prospect converts to a client, Insurstein attributes that conversion to the campaign. See your campaign conversion rate, average time-to-conversion, and which sequences produce the most new business. Use this data to double down on high-performing campaigns and retire underperformers.
Schedule send times, respect business hours, and control the cadence of prospect communications.
Configure campaigns to send messages only during business hours, on specific days of the week, or at optimal times based on engagement data. Set minimum intervals between touches so prospects aren't overwhelmed. Pause campaigns for holidays or agency events with one click.
What they don't do
Stop setting personal calendar reminders to follow up with every prospect — let the drip sequence handle it systematically.
Replace sporadic, untargeted email blasts with sequenced campaigns that deliver the right message at the right time.
Eliminate Mailchimp, Constant Contact, or other platforms that don't connect to your agency data or pipeline.
Stop losing prospects who weren't followed up with quickly enough. Automated sequences start immediately upon enrollment.
Replace the practice of copying and pasting the same follow-up email template — let the system personalize and send it for you.
Stop guessing whether your marketing efforts work. Track open rates, click rates, and conversions with real data.
What it takes off your plate
Queues and sends messages at the configured times automatically — your team doesn't need to be online when a step fires.
Prevents prospects from being enrolled in the same campaign twice and manages opt-outs across all active sequences.
Routes emails through Resend and SMS through Twilio automatically, handling delivery, bounce management, and retry logic.
Tracks prospect engagement across touchpoints and identifies highly engaged leads that may be ready for a personal outreach call.
Automatically attributes new client conversions back to the campaign that nurtured them, giving you accurate ROI data.
Handles opt-out requests, unsubscribe links, and A2P SMS compliance so your campaigns respect regulations and prospect preferences.
A day in the life
8:00 AM
Check the marketing dashboard — the Commercial Lines Nurture campaign hit a 36% open rate and generated 3 quote requests this week. The new Welcome Series has enrolled 12 prospects since Monday.
10:30 AM
After a networking event, upload 15 new contacts to the New Prospect Welcome Series. Within minutes, each receives a personalized introduction email from your agency.
1:00 PM
A prospect enrolled in the Commercial Lines campaign has opened every email and clicked through to your coverage comparison page. Create a task to call them personally — they're ready for a conversation.
3:15 PM
Step 4 of the Welcome Series has a low open rate. Revise the subject line and preview text based on what worked in higher-performing steps. Save and the update applies to all future sends.
5:00 PM
A prospect who's been in the Commercial Lines Nurture for 6 weeks just requested a formal quote. That's the 31st conversion this quarter — your cost per acquisition is dropping.
Daily impact
Emails Sent Today
SMS Delivered
New Enrollments
Quote Requests
Insurstein's marketing automation builds consistent, multi-channel nurture sequences that follow up with every prospect — so your agency converts more leads without adding more work to your team's plate.