Comparing Email Marketing Platforms for Insurance Agents


As all insurance agents know, email marketing is one of the best ways to reach new and existing clients. With the right drip campaigns, targeting, and email flows, you can increase your conversion rates and actually grow your business. And with the right platform, emails can be almost fully automated — which makes your workload easier.

However, there are seemingly endless options to choose from when it comes to selecting an email marketing platform. Cost, ease of use, and additional features are all things to consider when choosing an email marketing platform. Here’s a comparison of some of the best email marketing platforms for insurance agents, to better inform your choice.


HubSpot is one of the most popular platforms on the market, and with a limited free plan or a robust starter plan at $20 a month, it’s easy to see why. Though you can utilize HubSpot for email marketing alone, it can also be leveraged to handle social media, website pages, and sales.

The platform offers plenty of customization and analytics, so you can personalize the customer’s journey. The downside for some agents is that HubSpot can be overwhelming; the suite of tools available may go above and beyond the basic email marketing software that you might be looking for, especially if you already have a system in place for tracking your leads and revenue.

Agency Zoom

Agency Zoom is a platform built specifically for insurance agents, and it offers tools beyond just email marketing (think: lead generation, sales tracking, and more). A free trial is available, with plans starting at $99 a month for independent agents. As with HubSpot, Agency Zoom can be useful as a centralized hub for tracking numerous aspects of your business, and can be especially helpful when put to use by an entire agency.

Constant Contact

Constant Contact is another choice often favored by insurance agents, especially those looking to build a thriving social media presence. Constant Contact offers a very low monthly fee of only $12 a month, is easy to use, and has numerous templates and automations available for beginners.

It also has tools available to automate your social media channels, so that you can post across numerous platforms at once. Plus, Constant Contact’s website has plenty of resources on email marketing strategies specifically for insurance agencies, so you can utilize the platform’s features to better reach your customers and improve your sales.


MailChimp is a popular email marketing platform that may be best suited for smaller agencies, as it has fewer options available for building out lead-generation campaigns. Basic A/B testing, customer analytics, and basic automations are all available with the standard plan at $20 a month, though there is also a limited free plan available.

MailChimp also offers plenty of guides, which are especially helpful if you’re looking to customize your emails beyond the basic templates provided. If you’re a larger agency with a bigger email list, you may end up needing to pay for a larger Mailchimp plan to handle your needs.

Other Smaller Platforms Designed for Insurance Agents

There are easily half a dozen other email marketing platforms available these days that may better suit your needs. Plenty offer free plans, and simply vary based on their best feature. Platforms like AWeber, Benchmark, Brevo (formerly Sendinblue) and GetResponse are among the smaller platforms often favored by insurance agents. Additionally, plan cost and offerings can change depending on the time of year, so shop around and see what platform works best for your business needs.