How Insurance Brokers Increase Revenue by 15% with Policy Cross Selling and Insurance Retention Strategies
Insurance Retention First, Then Expansion: Policy Cross‑Selling That Drives 15% Growth Insurance brokers can increase revenue by up to 15% within the first year by combining strong insurance retention strategies with automated policy cross selling. The most effective approach is not sending more emails, but triggering timely, personalized communication based on policy data, lifecycle events, […]
How Insurance Brokers Boost Efficiency by 80% Using Insurance Marketing Automation
Insurance brokers are leveraging insurance marketing automation to slash administrative workloads by 70% to 80%, while supercharging client retention through streamlined repetitive tasks, personalized communication, and automated renewals. By integrating these tools with Agency Management Systems (AMS), insurance brokers reclaim time from manual data entry and document processing, focusing instead on high-value client relationships that drive insurance brokerage efficiency. Why Insurance […]
The Strategic Role of Acturis: Integrating Broker Management Systems with Insurance Automation
How Acturis Is Powered by the Modern Insurance Technology Ecosystem For modern insurance brokerages, the broker management system (BMS) sits at the center of daily operations. It manages policies, documents, client records, and renewal activity, forming the operational backbone of the brokerage. Among these systems, Acturis has become one of the most widely used platforms […]
Ontario’s Auto Insurance Reform 2026: What Canadian Brokers Must Prepare for Before July 1
Preparing for Ontario’s July 1 Auto Insurance Reform: A Broker Playbook Ontario’s auto insurance reform takes effect July 1, 2026, introducing a modular accident benefits system overseen by the Financial Services Regulatory Authority of Ontario (FSRA). Most coverage focuses on drivers. But the operational impact will be felt most by Ontario insurance brokers. This reform […]
Integrated Insurance Automation: How Hedron Network and PathwayPort Are Changing the Game
Acturis Marketing Automation for Hedron Network Brokers (Powered by PathwayPort) The Hedron Network + PathwayPort integration connects the Acturis broker management system (BMS) to advanced insurance marketing automation. Designed for UK insurance brokers, this integration automates renewals, payment reminders, lead follow-ups, and client journeys while maintaining secure two-way data sync with Acturis. The result is […]
Why Automated Insurance Emails End Up in Spam (And How to Stop It)
Why Generic Insurance Marketing Tools Break in Regulated U.S. Environments Automated emails are essential to insurance marketing, powering renewals, policy updates, billing reminders, onboarding, and client communication across U.S. insurance agencies. Yet many automated insurance emails end up in spam – not because of subject lines or declining email effectiveness, but because generic email marketing […]