Today, many health and life insurance agencies and agents use marketing automation tools for a very clear reason: they increase operational efficiency, eliminate repetitive tasks, and allow you to focus on what truly matters: Your clients.
What is the Marketing Bundle in Apizeal?
It’s a set of virtual tools integrated into your Apizeal account that lets you automate essential marketing tasks such as lead generation, form delivery, automated messaging, bulk campaigns, digital signatures, and more. Available 24/7 and designed to help you work more efficiently from anywhere.
Important: The Marketing Bundle is an additional subscription service available exclusively to users with an active Apizeal account. Check current pricing on our official website.
What are the benefits?
Implementing these digital tools into your daily workflow can:
Significantly increase your productivity.
Reduce manual errors.
Optimize lead tracking and conversion.
Improve customer experience.
What’s included in the Marketing Bundle?
This package offers a complete suite of automation and digital marketing functions, fully integrated with your Apizeal account:
Custom forms for digital signature.
Integrations with over 5,000 apps.
Landing page (mini website).
Digital contact and quote forms.
Postal mail labels.
Text message automation and bulk SMS/MMS campaigns.
Referral Module.
Let’s explore each feature in detail with examples:
1. Custom Forms for Client Signature
Edit or create digital documents for your clients to sign electronically. These can be used for authorizations, income statements, consents, or Agent of Record (AOR) designations, fully tailored to your needs.
You can send them via email, text message (if your Marketing Bundle is active), or through a download link directly from Apizeal, no external tools needed.
2. Integrations
Connect Apizeal with your favorite tools like Google Ads, Facebook Lead Ads, calendars, CRMs, and over 5,000 apps.
Automate tasks such as:
Registering new leads.
Scheduling appointments automatically.
Sending emails or texts when forms are submitted.
Updating contact information in real time.
3. Landing Page
A pre-designed and personalized mini website where you can promote your services and capture prospects professionally.
This digital space helps you explain what you offer and how it can benefit visitors. Even if someone doesn’t convert immediately, it increases brand recognition and nurtures leads for future sales.
Example landing page: app.apizeal.com/web/cintyazambrano
4. Digital Contact and Quote Forms
Web tools for collecting information from potential clients, such as name, email, phone number, or interests. Fully integrated with your Apizeal account.
Example contact form: https://azl.app/s/cintyazambrano
Pro Tip: These forms are synced with your Apizeal CRM, so all submitted data is automatically registered as a new "lead" in your account.
5. Postal Mail Labels
Automatically generate mailing labels for shipments within the United States. These labels pull contact data from your Apizeal account and are ready to print with no extra formatting.
6. Text Message Automation and Bulk Campaigns
Now you can manage the following SMS/MMS features directly from Apizeal—no third-party tools required:
Automated premium payment reminders.
With Apizeal, you can set up automated messages that remind your clients about upcoming premium payment deadlines.
This automation reduces delinquency by providing timely notifications and helps ensure clients retain the benefits of their insurance policies.
Automated Birthday Greetings
You only need to activate the birthday messaging bot and set the message once. From there, Apizeal will automatically send personalized birthday messages on the exact date for each client.
Sending Mass Messaging Campaigns
Ideal for agents seeking personalized and strategic communication. Use it to share updates, promotional campaigns, or schedule messages for key dates such as the Open Enrollment period or notable holidays.
7. Referral Module
The Referral Module allows you to keep an organized record of the people who recommend your services and help generate new business opportunities.
Through this feature, you can track when a client or prospect refers a new potential customer, helping you identify which individuals are actively contributing to the growth of your client base. This allows you to:
Record who made the referral.
Link the new prospect to the client who referred them.
Maintain a clear history of your referrals.
Identify the clients who contribute the most to your business growth.
With this information, you can also recognize and reward those who recommend your services. Many agents use this system to offer incentives such as:
Gift cards.
Service discounts.
Special benefits or appreciation rewards for loyal clients.
Implementing a referral system not only helps you generate new prospects, but it also strengthens relationships with your current clients, turning them into strategic partners in the growth of your business.
Pro Tip: Referred prospects often have a higher conversion rate because they come with an initial level of trust based on a recommendation from someone who already knows and values your service.
Key Benefits
Cost-Effective: Text message campaigns are significantly more affordable than print or TV advertising, making them accessible for small and medium-sized businesses.
Interactive: Texts can include links, QR codes, or phone numbers to drive immediate client engagement.
Personalized: Customize messages using client data like name, purchase history, or preferences, which increases message relevance and enhances the client experience.
NOTE: To use automation features and mass campaigns, you must have an active Marketing Bundle subscription. Always ensure you have the recipient’s prior consent before sending SMS/MMS communications. Responsible usage protects your business reputation and helps avoid unwanted spam complaints.
If you have any questions, feel free to contact our support team via the live chat available in your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also reach out to us through the contact form available 24/7. You’ll receive a response as soon as possible 🤓👍🏼.