Agent Contact Wizard

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Frequently Asked Questions

What is Agent Contact Wizard?

Agent Contact Wizard is an email marketing tool that gives you the power to offer automated and consistent, nurturing communications to your clients 12 times a year.

How does using Agent Contact Wizard benefit my agency?

The purpose of Agent Contact Wizard is to keep you in front of your customers so that you are continually strengthening your client relationships, increasing agency retention and driving referral business into your agency with very little effort. As you know, it is much less expensive to retain a customer than it is to find a new one.

In addition, you’ll have access to tutorials on the site that will show you how to use Agent Contact Wizard to leverage your exposure with other professionals who have opportunities to refer quality clients to your agency. Clearly, referral business is usually the best kind of new business.

Is Agent Contact Wizard Customizable?

Yes. There are sections of the newsletter that allow you to create customized messages to your clients. Agent Contact Wizard is designed to drive business and referrals into your agency on its own. However, if you would like to add your own message, that option is available at no additional charge.

How do I get started?

It’s easy. Simply input your name and agency contact information when you sign up and it will be inserted automatically into the communication that goes out to your clients. Next, upload your picture. After that, just add your client’s email addresses.

Why would I use Agent Contact Wizard when the insurance company that I represent has email marketing?

People will bring their business to the insurance company that you represent because of its image and reputation. However, they will stay there because of the relationship that they eventually build with you, the agent. Most insurance companies are focused on promoting their brand. Agent Contact Wizard focuses on marketing you, the agent as someone that your customers feel that they have ultimate familiarity with and most importantly, trust.

What is the schedule for Agent Contact Wizard emails?

Agent Contact Wizard sends your email marketing campaigns automatically on the second Wednesday of each month. Customized messages must be submitted by noon (EST) on the Monday two days before the second Wednesday of the month.

How much time is required each month to maintain Agent Contact Wizard?

It becomes virtually effortless. You or your staff will add email addresses to your list as you interact with customers through the normal course of business in your agency. Otherwise, it runs on autopilot.

How much does it cost?

Pay for one year in advance and you’ll receive one month FREE!

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