Case Study: Aston Scott achieves 20% time savings and improved renewal engagement with dotdigital email & SMS automation

Keeping customers safely insured with email and SMS

Aston Scott is a specialist insurance broker serving niche commercial and private markets, facing the common industry challenge of engaging customers around a single annual renewal moment. With diverse products like RoadRunner and Click4quote and a large historical customer database, they needed a way to keep renewal proposals timely, relevant and personalized while encouraging prospects to call rather than self-serve.

By deploying dotmailer automation (with Dynmark SMS integration) to trigger segmented, renewal-date-driven emails and targeted SMS follow-ups, Aston Scott automated personalized reminders, upsell prompts and content that evolves toward renewal. The program saved about 20% of productive time, cut SMS volume by 60% through smarter targeting, and drove stronger web engagement (+96% average session duration, –8% bounce rate, +25.8% new users) with a 16.8% improvement in website visit-to-telephone enquiry conversion.

Aston Scott

Ben Read

Group Marketing Manager