When’s the best time to send a cross-sell email? And how far in advance should you check in for renewals? Should you reach out to prospects throughout the year or just around their ‘X’ dates?
It’s hard to know when people will be most responsive to certain messages, but luckily, we’ve helped insurance agencies communicate with millions of clients and prospects for over a decade.
Here’s a guide on when to send emails, texts and cards to your customers and leads.