Renewal campaigns, cross-sell, win-back, drip sequences — across email, WhatsApp and SMS — all driven by the actual policy data in your agency. Built for agents, not for generic SaaS marketers.
Your book is the segmentation. Your CRM is the source of truth. The campaigns write themselves.
Pick a segment with the language you actually use: 'home policies expiring in 60 days', 'commercial clients without cyber cover', 'lapsed motor renewing on competitor'. No SQL, no marketing tags to maintain.
AI drafts the email or WhatsApp message tuned to the segment and tone you pick. You edit. You approve. Aron schedules.
Open rates, replies and bookings flow back into the policy record. AI surfaces the producers' most promising follow-ups for the day.
Generic marketing tools don't understand your data. Aron does.
No more CSV exports. Build segments directly off your policies, send personalised emails, track conversion back to policy outcomes.
Compliant WhatsApp templates for renewal reminders and follow-ups. Higher open rates than email — built directly into the producer's day.
Pre-built renewal sequences fire 90, 60 and 30 days out, with AI tuning of tone and timing to each customer's response pattern.
AI analyses each customer's portfolio against a target protection profile and surfaces specific cross-sell opportunities — by name, by line, by likelihood.
New customer? Aron walks them through the policy basics, sets expectations on the claim flow, and stays in touch — without your team doing the writing.
Every campaign tracks back to bound policies and premium. Stop guessing which marketing actually pays.
Generic email tools require you to maintain a parallel marketing database. Aron sends from your operational book — no sync, no drift.
Renewal nudge, claim follow-up, cross-sell, win-back — the patterns insurance agents need, pre-built and tuned.
Consent capture, unsubscribe handling, retention rules — all aligned with GDPR / consumer protection regimes. Marketing won't put compliance at risk.
Every reply, every booking is routed to the right producer. Marketing doesn't become a black box — it's an amplifier on top of the relationship.
Generic marketing tools don't understand a policy, a renewal, or a coverage gap. Aron does. You segment, compose and send based on insurance objects — not on tags you maintain by hand.
Yes — WhatsApp Business templates for renewal, follow-up and cross-sell, with compliant opt-in flows. Open rates significantly higher than email in most markets.
Yes. Aron uses standard transactional and marketing email providers (Mailgun, SendGrid-class). Domain authentication, SPF/DKIM and unsubscribe handling are set up during onboarding.
Yes — and you control the tone. The drafts are not generic 'AI marketing slop'; they are tuned to insurance language, the agency's voice, and the customer's specific policy context.
Consent capture, suppression lists, unsubscribe and retention are first-class. We help configure them to your jurisdiction during onboarding.
Yes — every sequence is overridable per customer. If the producer is mid-deal, the cadence pauses; if the customer is in claim, marketing suspends automatically.
Bring a sample segment. We'll show you the campaign drafted, scheduled and attributed — live, on a demo tenant.