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Transform your marketing, sales, and services teams with HubSpot as your ultimate System of Engagement.
Below are our out-of-the-box use cases commonly used by insurance agencies and brokers.

Marketing

Utilize HubSpot Marketing Hub to automate campaigns that retain existing customers, generate new revenue, and create awareness to attract leads for expanding your customer base.

Cross-sell and Upsell Automated Campaigns

Marketing promotion

Harness the power of all your communication channels, from email and social media to messaging, to maximize the potential for cross-sell and upsell opportunities.

Policy Renewal Automated Campaigns

Policy renewal

Pre-designed email templates with personalized content to contact policyholders 90, 60, and 15 days before policy renewal.

Automated Lead Distribution

Lead distribution

Automate lead scoring and distribution by assigning leads to sales in a round-robin order or by factors like policy type, deal value, territory, intended use case, or a combination determined by a sophisticated lead scoring system.

Predictive Lead Scoring

Target Audience

HubSpot uses predictive machine learning algorithms to analyze your customers and determine the likelihood that your open contacts will become customers within 90 days.

Email Marketing Automation

Email marketing3

Set up automated lead nurturing campaigns for new customers and maintain engagement with current customers.

Social Media Management

Social media 2

Develop and oversee your social media strategies across the most suitable platforms tailored to the specific needs of policyholders, their geographical location, and other relevant factors.

Sales

Keep track of potential customers, manage your sales pipeline, and automate your sales processes and reporting.

Automated Sales Processes

Sales automation 2

Streamline your sales operations by implementing automated processes that reduce administrative tasks for your sales team, allowing them to prioritize new business opportunities and renewals.

Sales Proposals

Sales proposal

Create agency-branded sales quotes associated with contacts, companies, and deals in HubSpot CRM. The tool automatically populates quote details from CRM data, such as contact and product information, e-signatures, and payment links.

Sales Playbooks

Sales playbook

Playbooks are interactive cards displayed in HubSpot’s sales software. When speaking with prospects and customers, your agents and producers can access these for guidance and create structured notes available across the HubSpot customer platform.

Email Sequences

Email sequences

Develop email sequences for sales to enhance the effectiveness and efficiency of communication with prospective customers.

Call Tracking Software

Email sequences

Agents and producers can place calls directly from their browser or a desk phone. HubSpot automatically tracks and logs sales calls in your CRM.

Booking Meetings

Booking meetings

Allow customers and prospects to schedule meetings with your sales or customer services teams without using expensive third-party meeting software.

Service

Leverage HubSpot Service Hub's powerful features and our customizations to enhance the customer experience for your policyholders.

Case Management for Policy Renewal

Case Management

Automate your policy renewal process tasks by creating tasks for customer service representatives and agents

New Customer Onboarding

Onboarding

Delight new policyholders with a sequence of captivating welcome emails, expressing gratitude for their business and keeping them engaged with personalized updates.

Claims

First notice

Use automation to create personalized FNOL and FNOI submissions using forms and chatbots.

Customer Feedback Surveys

Customer survey

Gather valuable feedback by seamlessly delivering customer satisfaction surveys via email, chat, or prominently showcasing them on your website.

CSR and Account Manager Playbooks

Service playbook

Playbooks are interactive cards that CSRs and Account Managers can use for guidance when speaking with customers and to create structured notes throughout the HubSpot customer platform.

Booking Meetings

Booking meetings

Allow customers and prospects to schedule meetings with your CSRs and Account Managers without using expensive third-party meeting software.

HubSpot for Agents and Brokers

Use Cases

Schedule a time to learn more about our out-of-the-box use cases available for HubSpot.

FAQ'S

Use Cases