You’ve got a great staff, excellent service, and a
customer retention record that would make any agency owner jealous. But you’re
still not bringing in new customers. Why? For many, the answer is your website.
You know your website is the new storefront and number one place to attract new
business, but no one new is visiting.
As
an industry, and as a country, we’ve been through a lot in 2020 so far. As we
start to take our finger off “pause” and begin to ramp up business again, there’s
a lot to think about moving forward.
Big-name insurance companies have no problem getting their
name in front of consumers. You already know their tag lines and spokespeople
(or animals), and it may feel daunting to compete with these seeming giants. But,
the digital revolution shrunk the gap in insurance agency marketing, making it
possible for the “little guy” like you to make waves in the industry.
As of today, there are at least four different generations
in the market for insurance, and their needs cover the insurance spectrum. So,
too, do the means of insurance agency marketing required to reach them. Though
there is some overlap in generational preferences, today’s independent
insurance agencies need to diversify their marketing tactics and insurance
offerings to stay relevant in an ever-changing market.
There is no perfect time for a fresh start – the time is always right to take stock, re-evaluate your processes and goals, and make some changes. This applies to all aspects of your agency, including your agency management system.
Quality management systems and providers evolve with the changing market. Are your system and provider keeping up? Or are you seeing prices go up with little to no changes in your management system experience? Take a critical look at your agency management system and provider, analyzing if you have everything you need to serve your customers and grow your business today and tomorrow with this “fresh start” checklist.
Whether you know it or not, data and database management significantly affect your insurance agency management. As the industry becomes more competitive, managing and using agency data are vital to identifying and amplifying your agency’s value.
With a quality management system and insurance CRM, you can target better quality leads, improve marketing, and grow your business for years to come.
The Partner Platform 2021 National Learning Event took place last month, spanning two days from October 21st to 22nd. The all-virtual event brought together over 500 Partner Platform agencies nationwide and a host of Partner Allies, Partner Platform team members, and...
