Top 8 Email Marketing Software for Insurance Agencies
By Tazmeen
Email marketing is one of the most effective ways for insurance agencies to build trust and maintain lasting relationships with clients. It helps you stay connected, share policy updates, and offer personalized plans that meet customer needs. With the right software, you can automate follow-ups, track engagement, and nurture leads effortlessly.
Choosing the right tool ensures your messages reach the right audience at the right time. In this guide, we’ll explore the best email marketing software tailored for insurance agencies.
Why Insurance Agencies Need Specialized Email Marketing Tools
Renewal Automation: The lifetime value of the client is almost entirely tied to renewals, which should be automated and timely.
Educational Content: Insurance lives and dies in an educational newsletter and update.
Personalization: Insured clients expect email content based on their individual policy, life events, and personal coverage needs.
Regulatory Compliance: Insurance email marketing needs to be done under the laws relating to email marketing, such as CAN-SPAM and GDPR.
The Ultimate Guide to Email Marketing Software for Insurance Agencies
Here are the top 8 tools for insurance agencies that deliver results
1. Mailmodo
Mailmodo is an AI-powered email marketing software that helps you create, automate, and optimize campaigns effortlessly. From planning strategy to writing copy and building journeys, Mailmodo’s AI Agents handle it all with no technical expertise needed. It’s the fastest way to send smart, interactive, and high-performing emails.
Key Features
AI Email Assistant: Start your email marketing journey with AI. Get campaign strategies, subject lines, and contextual copy suggestions by simply chatting with Mailmodo’s AI Agents.
AI-Powered Email Builder: Design polished, on-brand emails in seconds. Generate complete email layouts or remix existing ones, change fonts, colors, or content instantly using AI commands.
Drag-and-Drop Editor: Use the drag-and-drop and WYSIWYG editor to customize emails exactly how you want. Preview them live to ensure design consistency and quality before sending.
AMP & Interactive Emails: Create dynamic, app-like experiences directly inside emails from forms and polls to surveys and product showcases, driving higher engagement and conversions.
Audience Segmentation Made Simple: Target the right people effortlessly. Just describe your audience, and Mailmodo’s AI will create accurate segments based on your data, ready for personalization.
Advanced Analytics & Insights: Get AI-driven reports that translate complex metrics into actionable insights. See what worked, what didn’t, and receive clear recommendations to optimize your next send.
Pricing
Mailmodo pricing starts at $39/month and can go up to $14. You'll need to contact their sales team for a detailed quote.
2. HubSpot
HubSpot provides a marketing platform with much more than email, including a CRM, lead management tools, and social media support. This is the best option if you are an agency that wants all the rest of your marketing stack to come in one package.
Key Features
CRM: You can track all client interactions, policy information, and any communications in one account
Marketing Automation: Build complicated workflows that you can configure to nurture leads and onboard new clients
Personalization Tools: Dynamic elements that automatically change depending on the client data or preference of the client
Analytics Dashboard: In-depth reporting, including detailed reports of campaign performance, and will include your return on investment.
Lead Generation Tools: Forms, chatbots, and landing pages that help you acquire new prospects
Custom Templates: Drag and drop editing, using mobile-responsive templates
Pricing
HubSpot has a limited free option, and the starter plan starts at $20 monthly.
3. Constant Contact
Constant Contact is a great option for new insurance agencies that do not have a lot of experience with email marketing or limited design resources.
Key Features
User-Friendly Interface: The drag-and-drop editor is simple and requires little technical know-how.
Automation Builder: The visual workflow creator can guide customers' journeys and enable follow-up.
List Segmentation: You can separate contact lists across multiple criteria for targeted messaging.
Social Media: You can plan and publish social posts at the same time as email campaigns.
Event Management Tools: There are tools to promote and host insurance workshops, webinars, etc.
Support: Access to marketing coaches and dedicated support.
Pricing
Constant Contact has plans starting at $12 per month, with their most popular plan at $48/month.
4. Agency Zoom
Agency Zoom is a software platform that caters to insurance agents, with functionality that goes beyond email marketing but includes lead generation, sales tracking, and managing insurance policies. The software is specifically built for the insurance industry, meaning it takes into consideration how insurance agents coordinate their specific workflows.
Key Features
• Type of Insurance: Built around the management of policies and servicing clients
• Lead management: Allows agents to manage from initial contacts to policy sales
• Automating sales follow-ups: Streamlining the time from proposal to sale
• Customized templates: With types of insurance, this software provides specific email templates & content
• Production/metrics tracking: Showing production and marketing ROI
• Integrable: You may be able to integrate with different insurance tools
Pricing
Agency Zoom has a free trial, and pricing starts around $99 per month.
5. MailChimp
MailChimp offers a comprehensive array of features with a favorable level of usability that caters to insurance agencies of all sizes and expertise levels.
Key Features
AI-Driven Optimization: Subject line suggestions and send time optimization built into MailChimp
Customer Journey Builder: Visual automation builder for multi-step customer journey
Segmentation Options: Basic and advanced options based on behavior and data
A/B Testing: Test subject lines, content, and send times to optimize campaign performance
Integrations: Integrates with popular CRMs, e-commerce stores, and analytics tools
Creative Assistant: Design assistance for creating branded content using AI
Pricing
MailChimp offers a free plan with limitations, and the standard plan starts at $20 a month.
6. Klaviyo
Klaviyo specializes in data-focused marketing and features unique and advanced capabilities for segmentation and personalization, which is powerful for agencies to use their clients' data to send very targeted messaging.
Key Features
Advanced Segmentation: Build complex segments using multiple data points and behaviors
Personalization Engine: Insert dynamic content using available client profiles and histories
Multi-Channel Marketing: Combine email with SMS and WhatsApp messaging
Predictive Analytics: AI-driven insights on client actions and possible conversions
E-commerce Integration: Very strong integrations with online and CRM platforms
Marketing Automation: Use sophisticated workflows to nurture your leads and clients
Pricing
Klaviyo's plans start at $45 per month for a basic email-only plan, and their email + SMS recommended plan starts from $60 per month.
7. Moosend
Moosend provides an effective and low-cost option with excellent automation features and flexible pricing plans, perfect for growing agencies that are conscious of their budget.
Key Features
Marketing Automation: Visual workflow builder with pre-built templates
Transactional Emails: Automated emails with billing and policy documents attached
Landing Page Builder: Create landing pages for lead generation and policy marketing
Behavioral Tracking: Track website visitors and send targeted emails
Advanced Reporting: Comprehensive analytics with customizable dashboards
Subscription Forms: Fully customizable forms to grow your email list
Pricing
Moosend has a free trial, and the paid plan starts at $9 per month, depending on the size of the list.
8. MailerLite
MailerLite emphasizes simplicity and cost-effectiveness, while still delivering the necessary features; it is particularly well-suited for smaller agencies or businesses just starting to dip their toes into email marketing.
Key Features
Drag-and-Drop Editor: A simple user interface that lets users create professionally designed e-mails quickly
Automation Workflows: Allows e-mail triggers based on dates or other client actions
Website Builder: A simple way to make a basic agency website or landing page
Subscriber Management: Importing and segmenting contacts in less time
A/B testing: Testing and optimizing different parts of your campaigns
Integrations: Integrates with all popular tools, including Google Analytics and e-commerce sites
Pricing
MailerLite has a free plan for up to 500 subscribers - paid plans start at $10/month.
Final Thoughts
Choosing a suitable email marketing software is important for relationship management and growing your insurance agency. The best email marketing software should emphasize the dual processes of effective automation and simple usability, so you can efficiently engage leads and nurture current relationships.
Select software that emphasizes segmentation, compliance, and analytics as requirements that match your expectations in email marketing specifically for the insurance industry. Matching the software with your agency's size, goals, and technology will further empower your email experience to a competitive advantage.