Avoid Common Marketing Automation Mistakes

Automation has been a life-saver for some brokers. It helps save time, money, frees up resources and assists with client touchpoints -- but how much is too much? Many brokers blindly rely on automation to help with day-to-day tasks but there are key areas where automation fails. 
RIBO accredited for 1 Management hour
AIC # 58064
ICM #36978
Approved in Saskatchewan for 1 CE hour
BC brokers may submit their certificate to ICBC

Course contents

Presented by

Charlene Ramdeo, Digital Lead – Digital Marketing Consultancy at Aviva 

Charlene Ramdeo has been helping clients with digital strategies over the last 11 years. She has worked in various digital marketing roles at large companies across Canada including CIBC, RBC, Rogers and KPMG to name a few. She has been solely focused on supporting brokers and helping them along their digital journey since joining Aviva in 2018. 

Presented by

Melanie Raffa, Digital Marketing Consultant at Aviva

Over the last 3 years , Melanie has supported Aviva Canada’s broker partners nationally through numerous digital consultations. Melanie brings forth expertise in lead conversion optimization and management, website user experience and technical infrastructure, search engine optimization and social media marketing. Previous to working at Aviva Canada she was a Senior Marketing Manager at Strategy Institute running the Digital Marketing for Financial Services portfolio.