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AN ENTREPRENEUR'S GUIDE TO EMAIL
MARKETING. TIPS, GUIDES, THE WHOLE NINE
Insurance
DASHINGMAIL
Presented by
1  | The State Of Email Marketing
2  | Improving Email Click-through Rates (CTR)
3  |
Email open and click rates for insurance
CONTENTS
4  |
Email Marketing Automation Strategies
T A B L E O F
5  | Industry Standard Features
6  | About Dashingmail
www.dashingmail.com
CHAPTER
CHAPTER
CHAPTER
Free trial at 
CHAPTER
CHAPTER
CHAPTER
THE STATE OF
EMAIL
MARKETING
CHAPTER 1
Chapter 1
How Can this help my Insurance Business?
Email Marketing is still alive and well today. The goal of this
guide is to highlight a few of the latest Email marketing and
marketing automation strategies developed and deployed
by companies like yours to engage their customers and
attract new ones.
It is super important to keep up-to-date with the newest
techniques, and strategies in email marketing to help grow
your business.
In 2018, Email Marketing is still one of the most effective
tools in digital marketing.
The State Of Email
Marketing
AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE
Email Marketing Still Leads the Pack
In spite of all the latest innovations and new technologies in
digital marketing, email marketing remains one of the most
efficient, and effective ways to reach and engage your
desired audience.
The power of email marketing lies in its ability to provide
businesses of all sizes and industries an attractive return on
investment. A recent emarketer study found that the
average rate of return of email marketing ( across all
industries ) is 122%. That’s 4x higher than any other digital
marketing channel.
Streamline your approach to Email Marketing, review these latest trends
Email marketing continues to be the main driver of any
digital marketing strategy in most organizations. Why? It is a
truly affordable way to customize the content delivery and
value proposition process.
With the rise of Email marketing Automation, Firms in the
Insurance space can help deploy educational material to
help educate and engage their customers.
Companies like Humana and United healthcare have found
great new ways to help on-board and engage their
customers for a fraction of the cost of other forms of
customer engagement.
ROI (Per $1 Spent)
$0
$10
$20
$30
$40
Em
ail
C
atalogs
SEO
Internetdisplay
M
obile
Keyw
ord
Ads
BannerAds
As this image from Neil Patel shows, the general return on investment from email marketing is significant.
Supercharge Your Marketing Dollars
Increase Conversions with Automation
For Business Owners and Entrepreneurs in the insurance
and Life science space, email marketing can be a very
successful tactic to help improve sales and overall
conversions.
This is because a well-planned, and executed email/email
automation strategy can help deploy a fully customized on-
boarding process. Thereby helping to seamlessly move your
leads through the marketing funnel and closer to making a
purchase.
For Example: You have your first interaction / Meeting with a
potential client who does not convert immediately. She
needs more time to look over your proposal. Perhaps she
just needs more information or motivation to make a
purchase.
You take her email address and drop it into your
customized on-boarding email sequence, with each email
clearly stating a Call to action (CTA). With the use of Email
marketing,  you can keep in touch with the interested party
while providing them with the information and
encouragement they need to make a purchasing decision.
Automation (Sample) stats
IMPROVING
EMAIL
MARKETING
CTR
CHAPTER 2
AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE
Improving Email Click-
through Rates (CTR)
Chapter 2
There are two main strategies to employ when looking to
improve your Email click-through rates.
One way is to simply analyze the performance of past
campaigns, increase the frequency and use of techniques
that worked and discard ones that did not.
Although this method does not always yield quantifiable
results, it does not hurt to review some of your "hits" from
time to time. You might just learn something new you can
use later.
The other strategy is to rebuild your entire email marketing
and email automation apparatus. This time, employing
some of the latest trends and tips gathered here in this
guide.
These include:
Only deploying relevant Campaigns.
When it comes to Email contact frequency, you have to
walk the fine line between being top-of-mind and causing
email fatigue.
This line in the Insurance Industry is highly dependent on
the type of products offered and whether your audience is
consumers or other businesses.
However, the rule is – send out campaigns that your
customers will find valuable. According to the DMA report,
75% of marketers send 1-5 messages a month overall, with
most – 35% – sending 2-3 messages.
Only use Responsive designs / Templates
Responsive email designs are ones that are versatile
enough to adjust to the size of the device they are being
viewed on, be it Mobile or Desktop. These campaigns will
show in high-quality formats.  
In these times when businesses are fighting for every click,
Like,  and Follow, the majority of email opens occur on
mobile devices. Not having responsive design is just
irresponsible.
Timing is Everything
Spicing up content, including sprinkling links generously
throughout the email without going overboard. Adding a
single extra link can make users click-through to your
website a whopping 25% more often.
Remember that testing can put you on the right path, so
use A/B split tests to assess which content gets the best
results and reception from clients.
Always Use Quality Media
Using quality images, videos, etc. We stress that you use
high-quality images and videos when sending out
campaigns. Since most insurance products come with
some degree of complexity, using short high-quality videos
( hosted on Youtube) will help improve your CTR
immensely. 
CTA's Are A must
Always include a clear Call-to-action ( CTA ) such as " Call
for more information" or " Try for free" . Clear CTA's will your
clients know what you want them to do and how they will
benefit.
EMAIL MARKETING
AUTOMATION STRATEGIES
CHAPTER 3
AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE
Email Marketing
Automation Strategies
Chapter 3
What is Market Automation?
Email Marketing automation refers to software platforms
and technologies designed for small businesses and other
organizations to more effectively market via email delivery
systems and automate repetitive tasks.
Organizations benefit by specifying criteria and outcomes
for tasks and processes which are then interpreted, stored
and executed by software, which increases efficiency and
reduces human error.  Marketing automation refers to a
broad range of automation and analytics tools for
marketing, especially inbound marketing. Marketing
Automation platforms are used as a hosted or web-based
solution, and no software installation is required by a
customer.
Where Do I start? 
Plot out an automated series of messages triggered on
timing, subscriber action or inaction with little intervention
from you once the drip campaign is setup. The right
marketing automation platform and the right processes
allow businesses of any size achieve more success in less
time, and with less overhead.
In this Chapter, we will take a look at two effective
Marketing automation strategies used by many
organization in the Insurance and Life science ] space
across the globe.
Does Automation really Improve Conversion?
An overwhelming 82 percent of leading companies
experience the highest return on investment from
marketing automation compared to their other digital
channels, with an average ROI of 39x. – Digital Doughnut.
80 percent of marketing automation users saw their
number of leads increase, and 77 percent saw the number
of conversions increase since implementing a marketing
automation system. – VB Insight
Strategy 1: Dynamic Content
Most small businesses have various data points about their
existing customers. The Dynamic email content strategy is
an awesome way to put this data to good use by delivering
differentiated content which reflects the behavior and
history of your customers.
It's possible to do this kind of segmentation manually if you
don't mind laboring over a hot spreadsheet for a while, but
most CRM and email systems can be integrated to do the
hard work for you.
This kind of segmentation can lead to click rates being 62%
higher, and that's just by utilizing information in your email
database. If your email platform can integrate with a web
analytics platform to include recent browsing history on
your site, so much the better.
It's also easier to report on single dynamic campaigns
rather than multiple-campaign segmentation. However
you go about it, dynamic content is a great way to deliver
content that your audience wants to see.
Strategy 1:  Drip Campaigns
A series of timely emails to your audience can be extremely
effective, especially for introducing new clients to your
business. Some case studies have shown a 98% conversion
rate for these type of 'drip' campaigns; targeted
communications sent out to your base at regular intervals
to educate clients, welcome new customers and warm up
new leads.
Drip campaigns are easy to set up, but managing them
effectively is key. For a start, see if your email platform
supports triggered automatic sending - timing and a
consistent experience for all your contacts will be key. It's
also important to measure engagement with your
campaign and to know when a contact is engaged enough
to approach directly.
If Lead scoring is a feature you can use to measure and
automate this is the perfect time to do so. Long campaigns
will also benefit from a preference center - an alternative to
a simple unsubscribe, which offers multiple options to
keep your audience involved and allow further
segmentation.
Email open and click rates  for
INSURANCE
OVERALL OPEN RATE : 14.35%
MOBILE OPEN RATE : 50.67 %
TABLET  OPEN RATE : 10.20 %
CLICK-THROUGH RATE : 7.68 %
BOUNCE RATE : 5.62 %
UNSUBSCRIBE RATE : 0.16 %
DESKTOP OPEN RATE  : 98.86 %
Source: :smartinsights.com
EXAMPLES
OF
EFFECTIVE
INSURANCE 
EMAIL
TEMPLATES
CHAPTER 4
AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE
Examples Of Effective
Insurance Email
Templates
Chapter 4
Creating your email marketing campaigns consists of two
major parts: Building a large database of email subscribers
and choosing the best template to convey your message.
Choosing the best email marketing template can be a
daunting task.
Most small business owners and entrepreneur are left
confused as to which responsive template will help them
stand out.
Some resort to, and are comfortable building their own
templates from scratch. The rest of us look to templates
other companies have used to get some inspiration.
Here are some templates that have gotten results for other
Insurance firms:
The most valuable asset
This simple template places great emphasis on coverage
for families. The template is meant to educate the
consumer on what kinds of insurance coverages are
available, with a clear " Call us today" Call-to-action. 
Put an umbrella on your safety
This template also focuses on Life insurance coverage for
individuals and families. With a simple design, this playful
yet simple template is ideal when targeting a younger
audience.
AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE
Industry Standard
Features
Chapter 5
Whether you choose to build your entire email marketing
campaigns yourself or choose to let us assist, your [
Insurance  business will greatly benefit from these advanced
features:
Advanced Campaign Scheduling
You can select any campaign or even individual email
messages to be scheduled at any specific time in the future
to be sent to your customer(s) at the time and date of your
choosing.
By using our Autoresponder features, Dashingmail allows
you to schedule messages to your audience based on
initiation of subscription, actions taken by your customers,
etc. 
Video Integration
Dashingmail employs advanced video storage and
integration protocols to ensure that your video content is
delivered to your audience in the highest quality possible.
Create and deploy educational and/or promotional videos
to help build brand awareness for your business.
Contact List Management
Your contact list can grow quickly, and it can swiftly
become a difficult task to manage. Dashingmail’s list
management features provide everything you need to
expand, segment and clean up your entire list while
ensuring accuracy and deliverability
Building Custom Campaigns
The insurance business is a very competitive one. Thus a
decent return on investment of your marketing efforts is of
great importance if you are to succeed. Dashingmail's
email marketing platform provides all the tools needed to
create and deploy effective email marketing campaigns at
a fraction of the cost of other tools on the market. 
Inbox Delivery
Dashingmail's email platform employs state-of-the-art
technologies to ensure that your emails are delivered
directly to the inboxes of your customers. We work with all
the major ISPs to ensure that every phase of sending
activity is in fiercely strict adherence to the best practices
of email marketing; extensive anti-spam precautions are
integrated into every send.
Robust Pricing plans
Dashingmail provides every size of an Insurance organization
with the most powerful and effective features and services,
whether you require over 150,000 emails per month, our
high volume plans can provide the elevated performance
suited to your high traffic requirements. 
About Dashingmail
Dashingmail is a robust, sophisticated cloud-based email
marketing platform designed for small businesses. Our
advanced email tracking, deployment, and design tools
can help grow any business.
We are passionate about the digital marketing space and
truly believe that any business can benefit greatly with
access to affordable technology tools. Our mission is to
bring advanced tools to small business owners and
entrepreneurs all over the world. We aim to execute on this
mission with cloud-based technologies, affordable pricing
schemes, and easy-to-use software products. 
Contact Dashingmail
We welcome your feedback and would love to talk with
you about your email marketing needs.
Please contact us at the addresses below.
Website: http://www.dashingmail.com/
Email: sales@dashingmail.com

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Guide to Email Marketing Automation Strategies for Insurance Businesses

  • 1. AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Insurance DASHINGMAIL Presented by
  • 2. 1  | The State Of Email Marketing 2  | Improving Email Click-through Rates (CTR) 3  | Email open and click rates for insurance CONTENTS 4  | Email Marketing Automation Strategies T A B L E O F 5  | Industry Standard Features 6  | About Dashingmail www.dashingmail.com CHAPTER CHAPTER CHAPTER Free trial at  CHAPTER CHAPTER CHAPTER
  • 4. Chapter 1 How Can this help my Insurance Business? Email Marketing is still alive and well today. The goal of this guide is to highlight a few of the latest Email marketing and marketing automation strategies developed and deployed by companies like yours to engage their customers and attract new ones. It is super important to keep up-to-date with the newest techniques, and strategies in email marketing to help grow your business. In 2018, Email Marketing is still one of the most effective tools in digital marketing. The State Of Email Marketing AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Email Marketing Still Leads the Pack In spite of all the latest innovations and new technologies in digital marketing, email marketing remains one of the most efficient, and effective ways to reach and engage your desired audience. The power of email marketing lies in its ability to provide businesses of all sizes and industries an attractive return on investment. A recent emarketer study found that the average rate of return of email marketing ( across all industries ) is 122%. That’s 4x higher than any other digital marketing channel. Streamline your approach to Email Marketing, review these latest trends
  • 5. Email marketing continues to be the main driver of any digital marketing strategy in most organizations. Why? It is a truly affordable way to customize the content delivery and value proposition process. With the rise of Email marketing Automation, Firms in the Insurance space can help deploy educational material to help educate and engage their customers. Companies like Humana and United healthcare have found great new ways to help on-board and engage their customers for a fraction of the cost of other forms of customer engagement. ROI (Per $1 Spent) $0 $10 $20 $30 $40 Em ail C atalogs SEO Internetdisplay M obile Keyw ord Ads BannerAds As this image from Neil Patel shows, the general return on investment from email marketing is significant. Supercharge Your Marketing Dollars
  • 6. Increase Conversions with Automation For Business Owners and Entrepreneurs in the insurance and Life science space, email marketing can be a very successful tactic to help improve sales and overall conversions. This is because a well-planned, and executed email/email automation strategy can help deploy a fully customized on- boarding process. Thereby helping to seamlessly move your leads through the marketing funnel and closer to making a purchase. For Example: You have your first interaction / Meeting with a potential client who does not convert immediately. She needs more time to look over your proposal. Perhaps she just needs more information or motivation to make a purchase. You take her email address and drop it into your customized on-boarding email sequence, with each email clearly stating a Call to action (CTA). With the use of Email marketing,  you can keep in touch with the interested party while providing them with the information and encouragement they need to make a purchasing decision. Automation (Sample) stats
  • 8. AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Improving Email Click- through Rates (CTR) Chapter 2 There are two main strategies to employ when looking to improve your Email click-through rates. One way is to simply analyze the performance of past campaigns, increase the frequency and use of techniques that worked and discard ones that did not. Although this method does not always yield quantifiable results, it does not hurt to review some of your "hits" from time to time. You might just learn something new you can use later. The other strategy is to rebuild your entire email marketing and email automation apparatus. This time, employing some of the latest trends and tips gathered here in this guide. These include: Only deploying relevant Campaigns. When it comes to Email contact frequency, you have to walk the fine line between being top-of-mind and causing email fatigue. This line in the Insurance Industry is highly dependent on the type of products offered and whether your audience is consumers or other businesses. However, the rule is – send out campaigns that your customers will find valuable. According to the DMA report, 75% of marketers send 1-5 messages a month overall, with most – 35% – sending 2-3 messages.
  • 9. Only use Responsive designs / Templates Responsive email designs are ones that are versatile enough to adjust to the size of the device they are being viewed on, be it Mobile or Desktop. These campaigns will show in high-quality formats.   In these times when businesses are fighting for every click, Like,  and Follow, the majority of email opens occur on mobile devices. Not having responsive design is just irresponsible. Timing is Everything Spicing up content, including sprinkling links generously throughout the email without going overboard. Adding a single extra link can make users click-through to your website a whopping 25% more often. Remember that testing can put you on the right path, so use A/B split tests to assess which content gets the best results and reception from clients. Always Use Quality Media Using quality images, videos, etc. We stress that you use high-quality images and videos when sending out campaigns. Since most insurance products come with some degree of complexity, using short high-quality videos ( hosted on Youtube) will help improve your CTR immensely.  CTA's Are A must Always include a clear Call-to-action ( CTA ) such as " Call for more information" or " Try for free" . Clear CTA's will your clients know what you want them to do and how they will benefit.
  • 11. AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Email Marketing Automation Strategies Chapter 3 What is Market Automation? Email Marketing automation refers to software platforms and technologies designed for small businesses and other organizations to more effectively market via email delivery systems and automate repetitive tasks. Organizations benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by software, which increases efficiency and reduces human error.  Marketing automation refers to a broad range of automation and analytics tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by a customer. Where Do I start?  Plot out an automated series of messages triggered on timing, subscriber action or inaction with little intervention from you once the drip campaign is setup. The right marketing automation platform and the right processes allow businesses of any size achieve more success in less time, and with less overhead. In this Chapter, we will take a look at two effective Marketing automation strategies used by many organization in the Insurance and Life science ] space across the globe.
  • 12. Does Automation really Improve Conversion? An overwhelming 82 percent of leading companies experience the highest return on investment from marketing automation compared to their other digital channels, with an average ROI of 39x. – Digital Doughnut. 80 percent of marketing automation users saw their number of leads increase, and 77 percent saw the number of conversions increase since implementing a marketing automation system. – VB Insight Strategy 1: Dynamic Content Most small businesses have various data points about their existing customers. The Dynamic email content strategy is an awesome way to put this data to good use by delivering differentiated content which reflects the behavior and history of your customers. It's possible to do this kind of segmentation manually if you don't mind laboring over a hot spreadsheet for a while, but most CRM and email systems can be integrated to do the hard work for you. This kind of segmentation can lead to click rates being 62% higher, and that's just by utilizing information in your email database. If your email platform can integrate with a web analytics platform to include recent browsing history on your site, so much the better. It's also easier to report on single dynamic campaigns rather than multiple-campaign segmentation. However you go about it, dynamic content is a great way to deliver content that your audience wants to see.
  • 13. Strategy 1:  Drip Campaigns A series of timely emails to your audience can be extremely effective, especially for introducing new clients to your business. Some case studies have shown a 98% conversion rate for these type of 'drip' campaigns; targeted communications sent out to your base at regular intervals to educate clients, welcome new customers and warm up new leads. Drip campaigns are easy to set up, but managing them effectively is key. For a start, see if your email platform supports triggered automatic sending - timing and a consistent experience for all your contacts will be key. It's also important to measure engagement with your campaign and to know when a contact is engaged enough to approach directly. If Lead scoring is a feature you can use to measure and automate this is the perfect time to do so. Long campaigns will also benefit from a preference center - an alternative to a simple unsubscribe, which offers multiple options to keep your audience involved and allow further segmentation.
  • 14. Email open and click rates  for INSURANCE OVERALL OPEN RATE : 14.35% MOBILE OPEN RATE : 50.67 % TABLET  OPEN RATE : 10.20 % CLICK-THROUGH RATE : 7.68 % BOUNCE RATE : 5.62 % UNSUBSCRIBE RATE : 0.16 % DESKTOP OPEN RATE  : 98.86 % Source: :smartinsights.com
  • 16. AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Examples Of Effective Insurance Email Templates Chapter 4 Creating your email marketing campaigns consists of two major parts: Building a large database of email subscribers and choosing the best template to convey your message. Choosing the best email marketing template can be a daunting task. Most small business owners and entrepreneur are left confused as to which responsive template will help them stand out. Some resort to, and are comfortable building their own templates from scratch. The rest of us look to templates other companies have used to get some inspiration. Here are some templates that have gotten results for other Insurance firms:
  • 17. The most valuable asset This simple template places great emphasis on coverage for families. The template is meant to educate the consumer on what kinds of insurance coverages are available, with a clear " Call us today" Call-to-action. 
  • 18. Put an umbrella on your safety This template also focuses on Life insurance coverage for individuals and families. With a simple design, this playful yet simple template is ideal when targeting a younger audience.
  • 19. AN ENTREPRENEUR'S GUIDE TO EMAIL MARKETING. TIPS, GUIDES, THE WHOLE NINE Industry Standard Features Chapter 5 Whether you choose to build your entire email marketing campaigns yourself or choose to let us assist, your [ Insurance  business will greatly benefit from these advanced features: Advanced Campaign Scheduling You can select any campaign or even individual email messages to be scheduled at any specific time in the future to be sent to your customer(s) at the time and date of your choosing. By using our Autoresponder features, Dashingmail allows you to schedule messages to your audience based on initiation of subscription, actions taken by your customers, etc.  Video Integration Dashingmail employs advanced video storage and integration protocols to ensure that your video content is delivered to your audience in the highest quality possible. Create and deploy educational and/or promotional videos to help build brand awareness for your business.
  • 20. Contact List Management Your contact list can grow quickly, and it can swiftly become a difficult task to manage. Dashingmail’s list management features provide everything you need to expand, segment and clean up your entire list while ensuring accuracy and deliverability Building Custom Campaigns The insurance business is a very competitive one. Thus a decent return on investment of your marketing efforts is of great importance if you are to succeed. Dashingmail's email marketing platform provides all the tools needed to create and deploy effective email marketing campaigns at a fraction of the cost of other tools on the market.  Inbox Delivery Dashingmail's email platform employs state-of-the-art technologies to ensure that your emails are delivered directly to the inboxes of your customers. We work with all the major ISPs to ensure that every phase of sending activity is in fiercely strict adherence to the best practices of email marketing; extensive anti-spam precautions are integrated into every send. Robust Pricing plans Dashingmail provides every size of an Insurance organization with the most powerful and effective features and services, whether you require over 150,000 emails per month, our high volume plans can provide the elevated performance suited to your high traffic requirements. 
  • 21. About Dashingmail Dashingmail is a robust, sophisticated cloud-based email marketing platform designed for small businesses. Our advanced email tracking, deployment, and design tools can help grow any business. We are passionate about the digital marketing space and truly believe that any business can benefit greatly with access to affordable technology tools. Our mission is to bring advanced tools to small business owners and entrepreneurs all over the world. We aim to execute on this mission with cloud-based technologies, affordable pricing schemes, and easy-to-use software products.  Contact Dashingmail We welcome your feedback and would love to talk with you about your email marketing needs. Please contact us at the addresses below. Website: http://www.dashingmail.com/ Email: sales@dashingmail.com