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Latest / Insurance Journal Podcast

How to Build Customer Relationships That Last Beyond the First Policy

Steve O’Brian, Executive Vice President of Marketing, and Vickie Valdez, Financial Services Solutions Marketing Director, both of Act-On Software, join Jim Flynn and Leslie Castillo on the IMCA Peer2Peer Podcast to explore why insurance marketing budgets still cluster at the top of the funnel when so much of the value comes after the sale. They break down what lifecycle marketing really means, diving deeper into moments throughout a policy that carry the most weight and ways that a renewal journey can begin long before the renewal date. Steve and Vickie share practical ideas and tips that…

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