Marketing, Sales, Technology Trends
Almost
75% of the world’s internet users aged 16 to 64 buy something online each
month. And, according
to Forbes, more than half will make that purchase on a mobile device.
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Marketing, Sales, Technology Trends
As customer
expectations adapt in all industries, insurance is no exception. Customers seek
a more personalized experience, based on rapid digitization. Companies are gathering
information on client preferences and adjusting quickly to meet their needs.
Yet, many independent agencies find it difficult to capture and analyze the
wealth of data needed to meet these expectations.
Marketing
automation + an insurance CRM are building blocks to capture this meaningful
information and turn it into relevant action and communication. Each has its
own benefits, but agencies need both to make a real impact. Studies show
businesses that combine these tools increase lead qualification by more than 450% and sales productivity by close to 15%.
The combo of
marketing automation and an insurance CRM allows agencies to see data at a
granular level, revealing customer insights and new market opportunities. Each
works on a different end of the sales funnel to help agencies bring in more
customers, improve service, and expand business.
See Partner Platform’s sales
and marketing offerings here
Marketing Automation: Get to Know Your Customers
Marketing
automation software is designed to streamline and automate marketing
tasks. Leverage marketing automation to get to know customer habits and launch
targeted outreach campaigns. Schedule and track each campaign and use the data acquired
to identify new markets and dial in on winning marketing techniques.
Some of
marketing automation’s main benefits include:
- Segmented marketing lists by interactions, interests, preferences, etc.
- Automated content distribution based on list segmentation
- Scheduled drip campaigns based on actions such as website visits or email response
- Targeted campaign analytics
Partner Platform’s marketing automation
tool integrates with the Partner
Platform agency management system to provide:
- One
system for lists, content, and distribution to clients
- Integrated
email, texting, and letter campaigns
- A
library of professionally written marketing content
- High-impact
templates that can be customized for any agency
Marketing
automation allows agencies to program high-impact client communication tasks so
they can do more in less time. Though the beauty of automation is powerful,
it’s missing one critical element: the human touch.
Get the details on the Partner Platform Marketing
Automation Manager here
CRMs: Connect with Your Clients and Prospects
CRMs
(Customer Relationship Management systems) bring that human touch. The
human connection brings the personalization prospects need to become customers,
and customers need to become long-term clients. While marketing automation
provides context on where a lead came from and what they’re interested in, a
CRM helps producers implement a targeted outreach strategy to bring the
lead home.
Critical
CRM uses include using it to:
- See the
complete prospect journey, including the last contact
- Understand
a particular individual’s or segment’s interest and concerns
- Receive
daily reminders to stay in touch and follow-up at a determined pace
- Send
alerts to remind of scheduled calls, meetings, renewal dates, or other
important events in the prospect or customer’s life
The Partner Platform Producer Results
Manager (PRM) is a CRM purpose-built
for independent insurance agencies. It brings all the benefits of a CRM, along with
agency-specific elements like:
- User-friendly design and navigation
- One-click scheduler for follow up tasks
- Ability to create and send multiple policy
applications to carriers using pre-populated ACORD forms
- Complete integration into Partner Platform, eliminating
the need for third-party software and spreadsheets to track sales activities
Discover more about our Producer
Results Manager CRM here
Get the Sales and Service Solutions You need with Partner Platform
Partner
Platform brings the power of the CRM and marketing automation combo, along with
a connected Client Portal, Agency-Branded
Mobile App, and website, providing
all the data agencies need to customize interactions for their prospects and
customers.
And, we
continue to add tools to grease the wheels of the CRM-marketing automation
machine to meet the growing demands of our Partner Platform agency family. See
for yourself – view a demo or contact us at sales@sisware.com.
Marketing, Sales
As the way we do business changes, so, too, does
the way we market. If you’re looking for ways to up your marketing, try these
insurance marketing strategies to help your agency bring in business and grow
your base
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Marketing, Sales, Technology Trends
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software?
(more…)
Marketing, Sales, Technology Trends
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.
(more…)
Marketing, Sales, Technology Trends
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.
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