Digital Marketing for Independent Insurance Agents
Enhancing traditional insurance marketing methods with online tools and resources:
Digital Marketing is an important tool for Independent Insurance Agents, however, in an age of constant change and innovation in the tools and resources available to market your insurance agency, it can be tough to keep up – particularly when marketing is not your core business.
Fortunately there are some great resources out there like ACT to help make keeping up a little easier. In another excellent article published by the organization, Expand Your Marketing Strategy Online,Three Digital Parallels to Traditional Tactics, author Matt Marko, discusses three digital techniques that can be used to “extend the strong local presence they have developed to local prospects.”
Our top 8 take-aways:
The online equivalent of the Yellow Pages is Local Search.
Agencies should take advantage of free options that audit how effectively they have claimed their local search listings and make it possible to create listings with each of the primary search engines from one website.
Business listings should remain consistent across search engines and include as much relevant content as possible (address, phone number, email address, website, etc.)
It is a good idea to generate as many online references to your business as you can among search engines.
For agencies that have nurtured word-of-mouth referrals from their customers, encouraging your customers to share their feedback online is an easy way to amplify their voice.
Agencies should create a strategy for getting customers to review their business online.
On-line advertising, whether through local media outlets or through Facebook can replace or supplement newspaper advertising.
Facebook give you pinpoint targeting options that print and online publications cannot.
Partner XE by SIS is the leading web based agency management system designed to give you all the capabilities required to run your agency today and well into the future at a price point you’ll appreciate. That’s why over 500 agencies have chosen Partner XE and SIS to help them grow their business. If you are interested in learning more about SIS or our Partner XE agency management system please give us a call at 800-747-9273 or fill out a short contact form and one of our representatives will be in touch soon.
3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable
There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters…
1.) Information, Information, Information
Partner XE has a number of prebuilt reports an agency can run to gain insight to what is happening in their businesses. Don’t see what you want? You can easily create a custom report to get the exact information you are looking for.
Examples of how to use reporting to increase profitability:
Learn which lines of business are most profitable and adjust your marketing to sell more of those lines.
Identify common characteristic of your clients and target more people like them.
Run a Premium by Carrier By Line of Business report to get a good understanding of how you are doing with a certain carrier, where you are selling well, where you are not and if there are other lines of business available that you might be able to focus on.
Identify cross-sell and upsell opportunities and market accordingly.
Determine which of your producers are producing and which are not. Then dig deeper to find out what the high producers are doing that the others are not to teach that throughout your agency
And much more.
All of these reports can easily be exported to Excel with two clicks of the mouse or you can print letters and envelopes for everyone on the list for direct mail marketing campaigns.
2.) Increase Efficiency with Commercial Downloads and Real Time
We are committed to making the lives of our clients easier and more productive. One way Partner XE does that is through the ability to download commercial lines policies – eliminating the need for manual entry and increasing the amount of time you have to focus on sales and customer service.
In addition, thanks to Real Time, agencies using Partner XE can pass client information already entered in their agency management system directly to the carrier website to pre-fill required information, improving accuracy, saving time and freeing up more time for selling.
3.) Track and Monitor Sales and Marketing Efforts with To-Do Lists
The Marketing To-Do List within your Partner XE agency management system can serve several purposes. Most importantly though, the To-Do List will help you keep track of the different stages of your various sales and marketing campaigns. To keep Producers/CSRs on track for each step or follow up, these To-Do Lists have reminders that can be set to show up on your “desktop reminders list” when a follow up is required or scheduled. Since there are often multiple people involved with a single marketing campaign, the To-Do Lists can also be assigned to multiple users so when one person has accomplished their steps they can assign the To-Do List to the next person so they can take over the marketing workflow. In short, no many how many people you are marketing to, no matter how many people on your team, using the To-Do lists correctly will ensure nothing slips through the cracks and everyone is accountable to their own action items – which ultimately should lead to closing more business!
Partner XE from SIS is an easy to use, online hosted insurance agency management system with logical workflows, exceptional download and comparative rater integration capabilities and best in the business Outlook integration. If you are not already using Partner XE and would like to learn why so many agencies are switching to our system, give us a call at 800-747-9273 or fill out a short contact form and we’ll be in touch. You’ll be glad you did.
Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as...
We’re almost halfway through the year, and a lot
has changed since January. At this mid-year mark, we took a look back at some of
our most popular posts and put together a list of the essentials. These posts
can help hone your insurance marketing strategies for the remainder of the year
and beyond.
Posts to Improve Service
What Customers Want and the Insurance Software to Get It (view post)
What Insurance Tech Do Agency Customers Want (view post)
Expert Tips for Building Your Insurance Website
for Sales (view
post)
The Top 5 Must-Haves for Insurance Websites to
Stay Competitive (view
post)
Making Your Agency Website Your Own with Partner
Connect (view
post)
Insurance Marketing Strategies: Starting a Blog
(view
post)
Posts to Improve Your Overall Marketing
Intentional Insurance Agency Marketing in Four
Steps (view
post)
The Key to Stepping into Insurance Sales
Software (view
post)
The CRM for Insurance Agents: A Step-by-Step
Guide (view
post)
Let Us Help Your Agency Grow: The Top Insurance
Prospect Software from Partner Platform (view
post)
These posts are just the start of the informative content
we have to help your agency improve your marketing, sales, and overall
processes. Check out all our articles on the Partner Platform blog
and get in-depth resources with our online guides.
Got a topic you’d like to hear more about? Contact us and let us
know.
It may not be what it’s always been – and it may surprise you how preferences have changed. Advancements in insurance tech and changes in purchasing patterns mean your current and prospective customers may be looking for something more. Though you’ll have variation among different generations, there are commonalities within what your customers are looking for to get excellent service.
Next in our series on what’s behind our Partner Platform insurance agency software community is the management and operations consulting group, Eisenhart Consulting Group. For over ten years, we’ve been lucky to work with owner Mary Belka and her team.
Mary Belka, CEO and founder of Eisenhart Consulting Group, has been part of the Partner Allies team for more than a decade. When she was first introduced to the Partner Platform system, she was impressed by the hands-on, personalized service the Partner Platform team provided to one of her clients. Since then, a mutual dedication to personalized service has made Partner Platform and Eisenhart Consulting the perfect team for our independent agency clients.
I spoke with Mary to talk about how she came to meet the Partner team, the unique and transformational service she brings to Partner agencies, and how she prepares agencies for the future.
We strive to provide the best insurance agency software to our Partner Platform agencies, but we don’t have all the answers on our own. That’s where our trusted technology partners, our Partner Allies, come in. In this series, we get to know more about our industry partners and how they bring innovation and expertise to the Partner Platform system.
Based in Nokomis, FL, Lightspeed Voice® is a VoIP, cloud-based IP telephone provider founded in 2009 to provide the insurance industry with reliable VoIP and client relationship management (CRM) solutions.
Lightspeed differentiates through high-touch and high-service, which aligns nicely with Partner Platform’s approach – and is also true for the way our independent agency clients sell. Both Partner Platform and Lightspeed strive to be hands-on, building relationships with clients just as our independent agents do with their customers.
I talked with Lightspeed’s VP of Sales and Marketing, Steve Mohr, about the partnership.
