The basic idea of ​​this automation is very simple. You’ll send out regular educational communications with generic, not branded, information related to your product category, whether is investment products, another kind of insurance or any of your product they haven’t acquired yet. You will be automatically sending educational emails for an entire year so prospects can self-nurture, eliminate friction, and move to a ready-to-buy stage.

Then, when your customers are ready to buy the new product, your institution will be at the top of their minds. But more than that, with these automations you have a tool to identify that right moment for conversion.

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