How Automated Follow-ups Can be the Future of Insurance Agents?

Lead generation is an important step in the marketing strategy of insurance agents. If done rightly, tons of potential clients are going to flow right through the funnel and arrive at where the agents want them to.

As important as lead generation is, it still leaves much work to be done. Stopping at just lead generation which many agents are fond of, is counterproductive. These leads need to be followed and nurtured regardless of how convincing the lead generation bait was. Else, they’ll lose interest and follow competitors who are ardent at chasing them.

But the follow-up isn’t easy like eating a pie. It demands work and sheer consistency. This can be discouraging for most marketing agents in the insurance world. No wonder they slacken easily on it.

Thankfully, the internet has presented us with several efficient digital tools to make life easier with work and consistency.

This brings us to the concept of automated follow-ups which is powered by Flowup.

Why is Follow-up Automation Important for Insurance Agents?

Following up on leads is anything but easy. Some leads will never respond, and it’s frustrating. The process will also consume your time, the stress will take its toll on you, and you will lose steam with time.

Sooner or later, you will consider the “give up” option and go for it. You can’t possibly split yourself into three equal parts and do everything at once.

Follow-up Automation ensures you never get to that point where you think of giving up, after investing a lot of resources in the initiated follow-up process. You can build an automated lead follow-up campaign via SMS and Voice channels. Then take the back seat to focus on the essentials of your business while a follow-up system takes proper care of your leads.

Insurance agents are in a rat race to grab as many clients as they can out of the pool. If you are one, follow-up automation can turbocharge your hustle, and give you an edge over the competition.

Here are the reasons:

1. Follow-up is Not an Option, But a Must

Following up on your insurance leads isn’t an action that you consider, you have no choice but to do it. If you don’t, your competitors will, and they will grab a sizable chunk of even the leads you’ve acquired.

According to follow-up statistics, only 2% of insurance sales are closed after the first contact, and 95% of insurance leads are converted after the 6th contact. Hence, follow-up is as important as eating to stay alive for any insurance agent.

The Followup Automation software comes to the rescue. With this software from Flowup, insurance advisors can add follow-ups automatically to your campaigns to boost engagements and productivity. But it gets better. With the follow-up automation tool, each follow-up can come in a different style. You will enjoy the dynamism from a new SMS to using a different channel or just replying to a previous follow-up.

Consequently, whenever a positive response or action from the lead is noticed, the follow-up automatically stops.

2. Leverage the Effectiveness of Autoresponders

When an insurance agent decides to follow up on a lead, he/she expects replies. These replies are mostly questions and you have to answer them. This makes the follow-up process more tedious than shopping for leads. Getting leads is one-dimensional, nurturing them involves interacting with them.

Thankfully, the follow-up automation tool has an auto-respond feature to reply to messages as soon as they come. So while insurance agents are asleep, they still working with their autoresponder and don’t miss opportunities to nail potential clients.

Your leads can respond at any time of the day including wee hours, hours when you’re are busy shopping for birthday gifts for your loved ones, or the minute you decide to have lunch.

You have to be there for them when field questions; only an auto responder can do this effectively. After-hours programmed auto-responses are one of the perks of using follow-up automation.

3. More Time for Insurance Agents

With the follow-up automation tool in action, time is effectively conserved. Instead of spending the said time doing the follow-up, insurance agents can return to lead generation which is an integral part of their business, and generate more leads.

When more leads are generated and the follow-up automation takes it from there, the insurance agent becomes more productive. With more time in the hands of insurance agents, focusing on what matters most comes on a platter.

Time is an invaluable resource in the insurance industry, and agent who hasn’t found a way to maximize it or create more of it will be pushed out of the competition or relegated to the bottom.

Luckily, Flowup comes to save the day and afford every insurance agent ample time to generate more leads, plan and execute campaigns, rest, strategize and feel pumped up at all times.

Benefits of Using Follow-up Automation for Insurance Agents

Follow-up automation is the future for insurance agents. This will change the way they work for good. It will make their jobs easier, and results, even better. With more time to focus on needful aspects like scouting for leads, planning outreaches, and growing, agents will make the most out of their endeavors.

  • Insurance agents can leverage the power of technology in follow-up automation to:
  • Follow-up leads automatically via text, ringless voicemail, and calls to maximize time and increase productivity.
  • Program autoresponders to work after-hours and attend to off-hours responders.
  • Pre-qualify leads through useful questions with SMS Bot and make them feel welcomed.
  • Make follow-up sales calls efficiently to have an edge over the competition.
  • Evaluate the most effective channels to focus on and generate more results.
  • Segment the leads based on pre-qualified criteria and allot them to a dedicated campaign with a dedicated strategy


Automation is the future, it’s a race against time and a battle for clients who are easily swayed by incentives. Alternating between lead generation and follow-up has never been more tasking, and there’s only so much an agent can do before resigning. Only a follow-up automation process can hand the agent a life jacket.