Diversified Insurance Brokers, a family-owned brokerage operating since 1980, needed a reliable email marketing platform to reach their sole audience: insurance agents. After cycling through multiple platforms, the team found that none delivered the combination of deliverability, usability, and affordability they needed. That’s when they found Emma, which provided a user-friendly platform with strong inbox deliverability, automatic duplicate contact filtering, and DKIM authentication support that improved their email program immediately.
years using Emma
agents in their database
average open rate
“[Emma is] user-friendly, and it works. Deliverability is 85% of what you need out of an email marketing platform. It doesn’t matter how user-friendly it is if it all goes to spam. We’ve found Emma to be both.”
CRPC, CLTC
Diversified Insurance Brokers is a family-owned insurance brokerage that has been in business since 1980, offering life insurance, annuities, Medicare, long-term care, and high-risk coverage through more than 100 carriers. Their business model is built entirely on relationships with independent insurance agents. When an agent has a case that’s difficult to place, they call Diversified.
That means the company’s email marketing has a very specific job: stay top of mind with nearly 10,000 insurance agents so that when a tough case comes up, Diversified is the first call. Emma has been the platform powering that outreach for more than 15 years.
Before Emma, Diversified had tried just about every email marketing platform on the market. A few core challenges kept the team moving from platform to platform:
After years of switching between platforms that fell short in one area or another, Diversified heard about Emma through their larger insurance marketing organization. A major insurance company in the network was already using Emma for their own email marketing, and in a compliance-driven, security-conscious industry, that endorsement carried weight.
Emma solved the problems that had kept Diversified cycling through competitors—without adding complexity.
This is the feature the Diversified team values most. Email marketing to insurance agents means reaching inboxes at agencies, corporate firms, and independent practices, all with varying spam filters and IT configurations. Emma’s deliverability has been the best of any platform Diversified has used, and it’s the primary reason they’ve stayed for 15 years.
Emma also helped the team configure DKIM authentication and DNS text records, a technical setup that further improved inbox placement and reduced the chance of emails being flagged as spam.
Diversified doesn’t have a marketing team. Two members of the family run the email program alongside everything else they do for the business. Emma’s user-friendly email marketing platform is intuitive enough that both can build and send campaigns independently, without needing design or development support.
Diversified is constantly adding new agents to their database as they come in through other channels. The team collects new contact information on a spreadsheet and periodically uploads it into Emma. Because the same agent may reach out multiple times, the risk of duplicate contacts is high.
Emma’s automatic deduplication handles this seamlessly. After a user uploads a spreadsheet, Emma filters out any contacts that are already in the system, ensuring no agent receives the same email twice. For a database of nearly 10,000 agents that’s growing continuously, that feature eliminates a manual process that would otherwise be difficult to manage.
Diversified Insurance Brokers has been an Emma customer for more than 15 years. In that time, the platform has become the foundation of how they stay connected with the agents who drive their business.
Request a demo to see what Emma can do for your organization →
