Insurance Marketing Automation Expertise

The financial services industry relies on SoftVu to help connect with more leads and turn them into customers. We work on your behalf so you can work on selling insurance.

From our more robust OnMark, to our value-priced SoftVu Select, SoftVu specializes in solutions for:

• Insurance Companies who use email marketing as their primary source of communication, need to send information automatically to stimulate the sales cycle, and may want to provide a valuable marketing tool for their distributors.
• Insurance Wholesalers who offer products and services to agents and need seamless integration and an automatic way of communicating to both prospective and appointed agents.
• Insurance Agencies who sell directly to consumers who need to send thousands of emails out to keep new and aged leads engaged with relevant, timely and targeted content.
• Banks who desire email messages at planned strategic trigger points to engage customers in a live conversation about their insurance products and services.

See an inside view of marketing automation.