AI
AI for insurance marketers: How to create campaigns quickly and efficiently
In insurance marketing, delivering seamless, personalized customer interactions is critical to building trust, deepening relationships, and driving long-term growth.
However, marketers in this industry face unique challenges, from navigating strict regulations and legacy systems, to meeting rising customer expectations—all while working with limited resources and tighter deadlines.
That’s where AI can help. By integrating AI-powered capabilities from technologies like Salesforce’s Agentforce into your campaign creation processes, marketers can build personalized, data-driven customer journeys that drive engagement and new member sign-ups.
In only minutes, marketers can write a single prompt to have Agentforce to create email and SMS copy, campaign briefs, and customer segments for more personalized campaigns.
Key Agentforce capabilities for marketers
For marketing teams in financial services, especially in insurance, moving fast and ensuring compliance is the name of the game. That's why Agentforce is a superior tool for this industry. With its agentic large language model (LLM), you can....
- Automate slow, manual tasks to drastically reduce campaign execution time
- Optimize send times to reduce prospect fatigue and analyze their engagement
- Generate campaign briefs, audience segments, and content in seconds
- Orchestrate omnichannel customer journeys across email, SMS, WhatsApp, and landing pages
- Execute even more complex marketing tasks with prompts like, “Pick out customers from our specific account type that are more likely to click an email versus ones that are not.”
Three use cases for AI-driven marketing in insurance
Use case #1: AI-driven promotional email campaigns
One powerful use case is automating promotional email campaigns, such as policy renewal email campaigns.
Instead of manually creating individual campaigns, marketers can use Agentforce to build and execute a targeted email series by providing a simple prompt. AI then generates email content, subject lines, segments audiences, and schedules sends, ensuring faster execution and consistent messaging.
For example, an insurance provider could use this approach to launch a recurring campaign reminding auto insurance customers to renew their policies.
Use case #2: Path experiment for customer retention
Beyond email automation, AI can optimize customer retention strategies through data-driven path experimentation.
How likely is a customer going to engage, convert, or even open an email? These are all answers that can be answered with Salesforce engagement scoring.
With it, you can even test different incentives—such as offering a 10% discount or a complimentary risk assessment—to determine which strategy is more effective in reducing churn.
Salesforce AI can continuously analyzes real-time engagement data, allowing marketers to refine messaging and outreach based on customer responses. By proactively addressing potential churn indicators, financial institutions can increase customer loyalty and long-term value.
Use case #3: Landing page and lead gen optimization
AI also enhances lead generation and nurturing efforts through intelligent landing pages and sign-up forms. By mapping new leads directly into a CRM system, marketers can ensure seamless follow-up and nurturing workflows.
For instance, a prospective customer researching life insurance can fill out a form on a landing page, automatically triggering a CRM entry for a salesperson to reach out, ensuring a smooth and timely sales process.
Level up your digital experiences
By leveraging AI-driven capabilities within Agentforce and other Salesforce solutions, marketers can quickly scale their efforts, improve customer engagement, and deliver truly connected experiences across every touchpoint.
Horizontal Digital helps financial and insurance institutions bridge the gap between data, technology, and customer needs—ensuring that every interaction is timely, relevant, and impactful.