It's easy, convenient and we provide the content!


The Helmsman Marketing iNotes™ Program enables the independent insurance agent or any business to effectively communicate with clients 6 times a year via automated email messages that contain a printable item of interest  - all branded with your agency/company name and logo.

Benefits of the iNote™ Program

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Increases value of your client communication  - branded items of interest can be printed and saved (e.g. bulletin board, automobile glove box, etc.)

Provides Top of Mind Awareness (TOMA) - clients see your name and logo on a consistent basis

Builds deeper customer connection with your clients - items of interest are relevant and helpful

Highlights your personal service - customer service is the foundation of the independent insurance agent

Email communication

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How It Works

You pick your item of interest from the Helmsman Marketing library (ex. Boat Safety checklist, First Aid Kit content list, Home Energy Savings ideas). We provide the corresponding email content, which can be customized to meet the specific needs of your agency. Once you approve the email message and provide your agency client list, iNotes are delivered to your customers via our automated system.