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Home / Insurance / InsuredMine & Thanks.io | Best for independent insurance agencies

InsuredMine & Thanks.io | Best for independent insurance agencies



InsuredMine is proud of our partnerships with other key players in the insurance agency's software space. Our integration partnerships both in InsuredMine and from InsuredMine to other insurance software platforms such as your insurance agency management system are what set us apart from our competitors.

We got in touch with one of our integration partners, Thanks.io, which enables insurance companies to design and implement meaningful and profitable direct advertising campaigns that actually touch the needle when it comes to revenue. We spoke with Thanks.io Director of Education Shawn Moody so that our clients can learn more about what they do and how it fits into the InsuredMine platform so you can use it to increase your agency's sales efforts.

Here's what we learned from Shawn.

What is Thanks.io?

Thanks.io offers handwritten direct mail, sent digitally from you and by mail from Thanks.io. They allow insurance agencies to send thoughtful direct mail for all occasions, including birthdays and anniversaries, using a handwriting engine to create realistic handwriting.

In addition, Thanks.io has all the tools you need, such as Canva integration, to create excellent postcard designs that get your recipient's attention and entice them to do business with your agency. You can send your Thanks.io postcards to production via Google Chrome and your email, and you can create automated Thanks.io live promotions within InsuredMine.

All these tools come together to give you real results. When you have a clean, brand-like design and a clear call to action, you see an excellent commitment from your recipients. The average response rate among Thanks.io users is between 6% and 20%. It's huge when you consider that most cold sales sets provide a response rate of only 1

-2%.

The most important thing to keep in mind with this marketing approach is that your customer's physical mailbox does not have any type of spam filter. That is what gives these results.

Let's now take a look at InsuredMine and how Thanks.io fits into InsuredMine CRM as part of your insurance agency's software stack.

What is InsuredMine?

InsuredMine is the most integrated and efficient CRM in the insurance agency's program space. InsuredMine helps insurance companies achieve the three critical business goals of converting, engaging and retaining customers. It helps you convert both prospects and complete strangers into customers. It also helps you nurture both your potential customers and current customers on their sales journey, whether it's logging in with your agency for the first time or buying additional insurance lines through cross-selling and additional sales. ] Using InsuredMine CRM to facilitate your marketing automation and pipeline management takes more customers into your agency while increasing the rate at which you convert your future prospects into customers and then nurture and retain them for many years to come.

How Thanks.io works in InsuredMine CRM

Okay. You know what Thanks.io is and what InsuredMine CRM does. Let us now focus on the benefits you get by pairing the two by integrating into your insurance agency's software stack on InsuredMine. The best way to demonstrate this is by going through a demo. Shane showed us a good example by breaking down the process of creating a greeting card on Thanks.io and then sending it via Inusredmine CRM.

Designing your Thanks.io birthday card

You can design your Thanks.io birthday card either through a ready-made template or through the Canva integration. Save your design on the front of the card (called the image template) and open the computer handwriting to create your message on the back of the card (called the message template). There are lots of options to choose from for your card writing. Shane recommends going with something thin and realistic. Thanks.io's handwriting engine varies the pen pressure and line angle for each card, giving it a truly authentic look.

You will be able to preview exactly what your card looks like once you have entered your messages including addresses, postage and handwriting.

Upload your birthday card to Insuredmine

Once you have designed your card, just upload it to InsuredMine and send it to your client. Pro tip – configure birthday card automation with the same message, card design, type of card and when to send it on InsuredMine so you can send your clients a card on their birthday with a click of a button on the automation tab on InsuredMine.

Ready to see Thanks.io in action inside InsuredMine? Sign up for a free demo today and experience Insurance CRM # 1 on the market.

See the entire webinar below


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