Marketing Tools & Tips

Email Wizard

Achieve "Top of the Mind" awareness with your clients by periodically sending; newsletters or articles, product announcements, renewal reminders, greeting cards, or whatever else meets your and their needs.

You will find templates allowing you to create custom emails that can be sent out immediately, or you can easily schedule future emails that will be sent out automatically such as policy expiration reminders or birthday cards.

Drip Marketing

Keeping in touch with your clients on a periodic basis is the purpose of Drip Marketing; i.e., the steady drip of information and personal greetings. Using our Email Wizard, you are able to schedule a series of electronic communications to both groups and individual customers. From birthday and holiday greetings, to newsletters and product announcements, you can easily maintain contact with your clients.


Your website contains a database of client targeted articles that are yours to use as you see fit. They can be sent to your clients using the Email Wizard, or simply made available through your website.

Web Conferencing

Instantly show your computer screen to anyone online with AQ Conference. Meet with your clients without leaving your office, while maintaining the ability to give presentations and product demos the same as if you were face-to-face.

Third-Party Add-Ons

We also offer a variety of third-party tools that will enhance your marketing efforts. Tools offered include web conferencing, newsletter services, and more.