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Marketing Bundle: Digital Marketing Tools Integrated with Apizeal
Marketing Bundle: Digital Marketing Tools Integrated with Apizeal

Learn about the Marketing Bundle and the marketing automation tools it includes.

Cintya from Apizeal avatar
Written by Cintya from Apizeal
Updated over a week ago

Many insurance agencies and agents in the health and life industry use marketing automation tools today. Why? This helps them increase efficiency, streamline their workflows and avoid repetitive tasks.

What is the Marketing Bundle in Apizeal?

It is a set of virtual work tools to automate repetitive marketing tasks and is available 24/7. Such as digital lead generation and contact registration forms, online quote forms, new customer tracking, text messaging, and more.

The Marketing Bundle is offered as an additional and optional subscription service for all individuals who already have an active Apizeal user account.

How can it benefit you?

Adopting these digital marketing tools in your daily work greatly increases overall efficiency and allows more time to work on your area of ​​expertise.

What tools does the Marketing Bundle include?

It includes five marketing automation tools:

  1. Landing Page or landing page.

  2. Digital contact and quote forms.

  3. Tool for managing referred clients.

  4. Mail labels.

Let's see each one in detail and with examples:

1. Landing page

It is a pre-established web page, with the aim of converting visitors into leads or sales prospects through the services and products offered by an insurance advisor or agency.

It is a digital space that you can use to tell your visitors what you offer and how it can positively impact them. Even if a viewer doesn't convert, you can increase your brand recognition and nurture customers for future sales.

Take a look at an example landing page here:

2. Contact and quote forms

They are web tools that allow agents and agencies to collect contact information from their visitors, such as their email, phone number, or location. These resources facilitate the follow-up and generation of leads from communication.

See an example of a contact form here:

💡 Tip: The forms are integrated with your Apizeal account so prospects and clients who leave their contact information are automatically registered in your Apizeal account as "leads".

3. Referred clients management tool

It is a feature integrated with Apizeal, which facilitates the organization and administration of all those family members and friends that your clients and any other commercial ally refer to. Includes form, filters, dates, sale status, and who referred that new prospect.

4. Mail Labels

The Marketing Bundle also includes a feature that automatically generates shipping labels for US mail.

These labels show the information needed to send what you need (like marketing material) to the correct destinations, such as name and physical address. This is according to the information registered for your contacts in Apizeal.


If you have any questions, please contact our team through the technical support chat from your Apizeal user account. The chat is available Monday through Friday during business hours.

You can also contact us using the contact form available 24 hours a day. You will receive an answer as soon as possible 🤓👍🏼

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