Insurance Agency Marketing PlanFor April 2015AgencyUpdates.com

Thursday, April 2, 15

Are You A Local Celebrity?

You want everyone in town to KNOW who you are, LIKE you, and TRUST in the credibility of your insurance agency.

Here’s are a few marketing tasks to help you accomplish that this month!

Thursday, April 2, 15

Schedule annual review appointments with April Renewals OR Clients with a last name starting with “G” or “H”.

Review coverage, cross-sell, and ask for referrals!

Schedule Annual Reviews

Thursday, April 2, 15

Schedule Daily Social Media Posts

Connect with your network (clients, referral partners, networking connections) through social media.

Then use your social profiles to keep your agency “top of mind.”

Post at least once a day (doesn’t have to be a sales pitch!)

Thursday, April 2, 15

Market Life InsuranceUse birthdays as a price increase deadline! (Not a reminder of being closer to death!)

Start marketing life insurance a few months in advance of an upcoming birthday.

Use my “Explode Life Insurance Sales Training.”

Thursday, April 2, 15

Send an Email To Current Clients

Easy, inexpensive way to reach hundreds of your clients each month, all at once!

Use a system like Mailchimp or Constant Contact if you don’t already have email capabilities through your agency management system.

Share winners of referral rewards, helpful insurance tips, and more. (We can help with this!)

Thursday, April 2, 15

Referral Rewards Program

Give a reward for every referral.

It’s not about the rewards, it’s about the PUBLICITY you create around them!

Include a monthly drawing and announce your winner!

(Check state rebating laws to remain compliant!)

Thursday, April 2, 15

Review Your Results

Review your results last month.

What worked? What didn’t?

Are you tracking where new quotes are coming from?

Thursday, April 2, 15

Win ‘Em Back!

April is a great time to run a winback campaign.

Contact past clients who left 5 or 11 months ago (likely to be coming up on a renewal).

Let them know of new lower rates and offer to quote them again!

Thursday, April 2, 15

Insurance Marketing System

Want help putting this in place? In the Insurance Marketing System, you get a monthly marketing “to-do” list, daily social media posts, articles to use online for your blog, an email newsletter sample, and MORE.

Plus training on Referral Rewards programs, Life Insurance Sales, and Facebook Ads!

Visit www.agencyupdates.com for details.

Thursday, April 2, 15

Get A Free Book!

Visit www.agencyupdates.com for a free copy of my “Secrets To Getting Your Agency Staff To Sell” book!

Thursday, April 2, 15