Email is the cheapest retention channel. This guide covers welcome series, renewal drips, cross sell flows, and deliverability.
Without drip automation, agents send newsletters once a quarter and wonder why retention drops.
New client onboarding skipped entirely.
Zero email touches leading up to renewal.
Shared IP reputation gets agent emails to spam.
7 email series over 30 days.
90, 60, 30, 14 day renewal reminders.
30 to 90 day product specific drips.
Automated personal touches.
SPF, DKIM, DMARC, warmed sender.
Auto, home, life, Medicare segments.
Annual review plus drip.
Cross sell heavy books.
Low cost retention.
Scaling email ops.
Welcome series, renewal drip, cross sell flows, deliverability.
Adds AI receptionist, segmentation, advanced reporting.
Book a 20 minute demo. We will walk through the email stack.