Checklist of Marketing Agencies and Insurance Agencies:
Checklist of Marketing Agencies and Insurance Agencies:
Time to rely solely on referrals or in-person networking as a lead generation strategy for insurance agencies is coming to an end for many agents and agencies. New economies of scale provided by more effective marketing methods are usually needed to complement traditional marketing methods such as networking and referral generation. Producers who seek to bring their unique value proposition to targeted prospects, particularly in the commercial insurance and group benefits markets, generally need an improved lifeline generation strategy to increase their value. pools of suspects and prospects in their respective pipelines.
The list of potential marketing and lead generation initiatives is not infinite, although it is quite exhaustive, and can discourage many small and medium-sized agencies and brokers. Defining the type of agency to qualify as small to medium is subjective. In this case, we will use financial parameters ranging from $ 2 million to $ 50 million in commission revenue to try to frame this group. While there is a major difference between a $ 2 million agency and a $ 22 million broker, there are also similarities in their respective marketing challenges. Once agencies have generated more than $ 50 million in revenue, they should be able to recruit enough staff for most of the initiatives described below. The skills required for these types of marketing initiatives are truly diverse and include:
VP Marketing (marketing/generalist strategist):
Programmers for websites (HTML, PHP, etc.)SEO specialist
Web Analytics Manager
E-marketing Manager
Writer / Editor
Blogger, Vlogger
Social Media Marketing
Graphic artist
Telemarketer (Appointment Agent)
Video Specialist
Some of these skills can be combined into a single marketing position (editor, publisher, blogger, for example), while others are desperate and would require a specific endowment of skills from that position. Even the largest agencies, those with commission revenues in excess of $ 50 million or more, outsource some of these tasks when there is no permanent, full-time need for this skill set. The video is a good example, as are graphic designers and SEO specialists.
Here are 20 insurance marketing and lead generation initiatives that each agency can leverage. Some of these efforts are modest, others much more complete. How many of these insurance marketing initiatives can your agency check?
The marketing plan of the insurance agency
Update of the Insurance Agency Website
Website Analysis
Web Visitor Identification System
Organic Insurance SEO & PPC Ads
Insurance Search Engine Marketing
Social Media Marketing Insurance
EPublishing Agency
Blogging & Vlogging Agency
EMarketing Insurance Agency
Web Seminar on Marketing Insurance
Generating contact lists and email lists
Personas buyer agent by the target market
Perspective ID or other perspective qualification methodology
Website video creation and customer testimonials
Electronic brochures and customer case studies
Creation and distribution of the newsletter
Press Releases
Telemarketing Insurance Agency and Lead Processing
Call for leading, effective and measured actions for your website and all marketing materialsOther marketing initiatives can be used, such as mail marketing, traditional seminars, sponsorships, traditional advertising, etc. Most of them are based on the skills mentioned above and all can be taken into account, although the focus is on digital and repeatability. advised. Producers, managers, and owners are all looking to grow their business. Marketing is based on time and budget and, if done correctly, should provide a return-on-investment formula to justify the cost of the investment.
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