Digital Marketing Assistant for Insurance Intermediaries

What is Digital Marketing Assistant for Insurance Intermediaries?

Digital Marketing Assistant for Insurance Intermediaries automatically offers a catalog of support services to sales agents for the automated launch of digital marketing campaigns pre-approved by the insurance provider.

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  • Provide support for sales and marketing efforts to intermediaries.
  • Use a low-cost service channel to serve internal customers and intermediaries using a chatbot.
  • Offer services to brokers in a structured and straightforward way.
  • Offer an easy way to upload contact lists.
  • Take full advantage of a highly distributed digital channel.
  • Improve the relationship with intermediaries by offering high availability and democratization of marketing resources.
  • Relate the corporate brand with innovation and avant-garde.


Creation of a service channel to launch email marketing campaigns at the request of brokers through a chatbot application.


  • Corporate image in the chatbot channel.
  • Menus, automatic response texts and options available to the user are 100% configurable according to the processes of your organization.
  • Custom templates and email marketing campaigns organized according to the stages predefined by the insurance provider.

Implementation time

  • 6 to 8 weeks


  • DANAconnect Advanced account

Cross Channel Strategy

  • Telegram, Instagram, Messenger or WhatsApp for the chatbot interface
  • Webforms for information input and document upload
  • SMS as an alternative channel for document delivery
  • Email as an alternative follow-up channel in communications and for the delivery of documents

Want to see a demo?