Sales Archives | Insurance Agency Management System by Strategic Insurance Software

The Niche Market as the Future of Independent Insurance Agency Marketing

by Sarah Deak | Jun 23, 2022 | Marketing, Sales

Your insurance agency marketing goal is to stand out among the noise. Identifying and investing in serving a niche market is one of the most efficient and effective ways to achieve this challenging goal.

When you serve a niche market, you have less competition, making it easier to gain new customers in a specific arena. Your agency is set apart as providing “X” type of insurance, making you distinctive. PIA National’s 2022 Independent Agent Survey found that respondents devoted more than 20% of their book of business to a niche market. You, too, can capitalize on this valuable strategy.

What You Need to Know About Insurance Agency Marketing

by Sarah Deak | Apr 7, 2022 | Marketing, Sales

A lot has changed over the past few years due to the unexpected disruptions of the COVID-19 pandemic. All industries felt the impact, and the insurance industry is no exception. One of the most notable disruptions is the speed at which changes took place, especially around customer expectations and marketing.

What Your Agency Needs to Know About Insurance Marketing

Changes in insurance agency marketing that were projected to solidify in 5 to 10 years ended up evolving rapidly in just two. Chances are you’ve already made some of these adjustments to keep up with immediate demand, but there are other more “behind the scenes” adjustments agencies are making that you should note

Insurance Tech Tips: Read this Before You Text Your Customers

by Sarah Deak | Mar 10, 2022 | Marketing, Sales, Technology Trends

Texting has quickly become one of the most popular and efficient pieces of insurance tech. Almost 90% of consumers say they’d like to be able to text businesses. It improves communication by making it easier to get in touch and get a response from customers and prospects, streamlining outreach with automation and integration into agency systems. Studies show that 98% of text messages are read, compared to 20-30% of emails and phone calls.

Texting is one of the tools all your team members can use, from producers to CSRs, as it speeds up communications and helps your agency move.

Getting Social: Dos and Don’ts for Social Media Insurance Agency Marketing

by Sarah Deak | Mar 3, 2022 | Marketing, Sales

Social media marketing is nothing new in the larger marketing industry but may be novel for independent insurance agencies. This tool is something all agencies should include in their insurance agency marketing strategy for several reasons. Social media can help your agency show off your expertise, build trust with customers and prospects, and help you better engage your customer base. For independent agencies, social media is an excellent tool to amplify their valuable local and personal connections with their communities.

Whether your agency is on social media or not, you’re being discussed in the social media space. Join in that conversation! Get your agency started by following a few simple dos and don’ts in the social media sphere.

Customer Knows Best -The Insurance Software You Need to Meet Changing Customer Preferences

by Sarah Deak | Feb 10, 2022 | Agency Operations, Change Management, Marketing, Sales

Independent insurance agencies are starting to feel the heat. Though independent agencies provide a level of personalized service and care big names never can, insurtech’s sophisticated insurance software is beginning to bridge the gap.

According to experts at PropertyCasualty360, “With increased competition from insurtechs and rising labor costs, in order to stay competitive, companies need to…provide a seamless omnichannel experience.” That means broadening how you’re serving your customers, keeping up with evolving customer demands.

Do you have the right insurance software to meet these growing customer needs?

It’s Not Them, It’s You: Why Your Insurance Prospecting Software is Failing

by Sarah Deak | Dec 23, 2021 | Marketing, Sales, Technology Trends

Prospecting in any industry takes a combination of the right “stuff” (technology, data, people) and the right execution (systems and processes). Though it may be tempting, purchasing the best insurance prospecting software isn’t a solution on its own; you and your team need to understand how to leverage it.

We’ve worked with countless agencies to help them get their insurance prospecting software to work with and for them. Here are some common pitfalls we see in agencies struggling to put their software to work.

Infographic: How Your Database Affects Insurance Agency Management

by Strategic Insurance Software | Dec 1, 2021 | Agency Operations, Marketing, Sales

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.

Using Your Insurance CRM to Gain and Retain Quality Leads

by Sarah Deak | Oct 28, 2021 | Marketing, Sales, Technology Trends

When your focus is community-minded, personalized insurance, it can be challenging to translate your skills to sales, marketing, and lead management. It can seem like a herculean task to figure out an insurance CRM and how it can help you identify and gain your ideal customers, growing your book of business.

When everyone in your agency is doing two, three, or more jobs, how can you manage to keep up with sales and marketing, too?

Our Partner Platform agencies can attest that it’s easier than you think. With our integrated management system and insurance CRM, we take the guesswork out of creating and managing customer and lead profiles in a CRM system. When everything is linked in one place, you can leverage the sales and marketing power of an insurance CRM with relative ease.

The 5 Ws of Insurance Agency Marketing: Questions to Hone Your Prospecting

by Sarah Deak | Oct 21, 2021 | Marketing, Sales

If you’re still wondering how to improve your insurance agency marketing, the answer is: data.

While that one-word answer is simple, the process of gathering, analyzing, and acting on data isn’t so easy. But if you put in the effort, it’s worth it; that’s why Everest Company found data analytics use in the industry could quadruple in just one year.

With over 70% of consumers looking for insurance quotes online, the data is out there for you to capture. Get your team started with honed marketing by breaking data analytics down into five parts.

What’s the Deal with Data? Why You Need Insurance Tech Data and How to Use It

by Sarah Deak | Oct 14, 2021 | Marketing, Sales, Technology Trends

You know data is valuable. It’s what we use daily to make decisions, and it’s what we use to measure our successes. But are you using data effectively in your agency?

A wealth of insurance tech is available to capture and manage data, and the coronavirus pandemic accelerated data use in the insurance industry. According to a survey from Insurity, over 80% of agencies plan to “invest more heavily in data and analytics” following the 2020 pandemic outbreak. And with good reason – Willis Towers Watson found that over 66% of agencies say data analytics helped them reduce expenses, and 60% say it helped increase sales.

How can you better use data in your agency?

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