Insurance Agency Marketing Solutions

This toolkit will help you achieve your marketing goals by reaching customers at various stages of the marketing funnel. It’s important to deliver the right message to the right person at the right time.

Understanding the different stages of marketing and how each one work, will most certainly increase your new customer acquisition, current customers retention, and builds a solid brand for your agency that will be extremely difficult to forget.

Events And Sponsorships
Supporting local events and sponsoring sports teams is a great way to create a lasting impression with customers and prospects. After events, branded merchandise ($) can serve as reminders. Sponsorships/events that can work for you: • High school sports • Local youth sports • Community events • Trade shows • Affinity events 

Distracted Driving Campaign
Drive smart. Get there. Did you know? Distracted driving is any activity that diverts a person’s attention away from the primary task of driving. Help your friends and neighbors take steps to avoid distracted driving every time they’re behind the wheel. Because whether they’re on time or not, the most important thing is that they get there

Affinity Discounts 
Affinity program works with more than 300 organizations, offering customers belonging to these groups members-only discounts. The program results in targeted relationships, which could drive more leads and multi-line sales. 

Social media
Your neighbors, current customers and potential customers — they’re all on social media. It pays to learn how to use social media to drive more new customers and stay visible to your current ones. 

Having an open dialogue with customers is important. If you receive online inquiries or complaints from customers via social media or a public forum, keep the following in mind: • You may respond to inquiries about the agency (e.g., hours of operation, location, etc.) via social media • If you do not have an email address for the person asking the question, you may request their contact information (if allowed by the site’s terms of service and the consumer’s established preference settings on the site) • You may not use the email or private communication tools that are available on social sites (e.g., “Messenger” on Facebook) • If a complaint is posted in a public forum, it is appropriate to make a brief, non-substantive acknowledgment in the same forum, offering your contact information, such as “Please contact me directly to discuss your concern at (insert your email and phone number here)”

Search Engine Agency Locator
Agency Locator helps customers find you when they’re shopping and improves your agency’s online ranking, increasing traffic to your site. Make sure your agency is list on most Sites.

Digital tactics
You may consider hiring a firm that will handle all your digital tactics such as:

• Business listing optimization and maintenance 
  
• Local Search Engine Optimization
  
• Paid search 
  
• Customer Relationship Management/Agency Management Solutions

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Multi-policy discount
Help customers save an average of $710 per year by bundling home and car policies.

Calendar and greeting card program
Calendars ($) of all sizes are available; greeting cards ($) include holiday and birthday options to help you keep in touch with customers. 

Communication with customers

• Email marketing offer best in-class email marketing programs based on your specific local needs.
  
• Social media Your neighbors, current customers and potential customers — they’re all on social media. You can strategize and develop relevant local news content.

Online self-service tools
many carriers and most management systems offer online self-service tools. Customers can take care of their insurance needs whenever it’s convenient for them. Ask them to sign up or log in to explore all the features available

If you need assistance with your marketing, we are here to help!