This past year, one of our team’s major focuses was insurance agency marketing and how we can get the best tools to our Partner Platform agencies, helping them build and grow their agency brand. From our integrated Marketing Automation Manager to our Partner Connect custom website, app, and Client Portal offerings, we spent hours gaining feedback and perfecting our sales and marketing offerings.
Beyond these tools, we also provided a wealth of information on how agencies can build their brand and grow their business on our blog. As we start a new year, we hope you’ll benefit from some of the tips and tricks we’ve captured.
Seven Steps for Insurance Prospecting: Software and Processes
Ever feel like the once critical phone call is now irrelevant? You’re not alone. The rise of data-driven prospecting and digital outreach sparked this rumor that phone prospecting is dead.
Yet, successful development teams still leverage the phone with insurance prospecting software for great results – in fact our Partner Platform agencies are emphasizing that a phone conversation is more important than ever. But how are they getting to that conversation?
Insurance Prospecting Software and Tips: Growing Your Insurance Family with Referrals
If you think gaining insurance referrals is more effort than it's worth, you’re underestimating both the ease of gaining referrals and the impact of the payoff. Nielson found 84% of consumers trust recommendations or referrals over all other forms of marketing, and...
Becoming A Digital Insurance Agent: How to Do It and Why It Matters
Digital insurance matters. According to McKinsey & Company, agencies that “digitally transform stand to gain satisfied customers, lower operating costs, and achieve higher growth.” Going digital doesn’t mean moving all your operations to A.I. and forgoing a physical location; it simply means moving towards meeting customer needs, improving processes, and protecting your business.
Making Your Agency Website Your Own with Partner Connect
How old is your agency website? Do you have a website at all? If your answers are anything besides “Not very” and “Yes!” then it’s time for you to get working on updating or creating an insurance agency website. And one that works. Close to 40% of individuals surveyed...
Finding Your Niche for Insurance Agency Marketing
It’s challenging to make a business stand out in any market. When it comes to insurance agency marketing, this can be particularly challenging due to the industry’s nature. How can you differentiate your agency when all agencies provide such similar services? While quality customer care, price, and ease of service are helpful, they can only so far.
Insurance Systems and Steps to Gain Leads
If you’re like most independent insurance agencies, you’ve got service down. Referrals are coming in thanks to your stellar performance, but it’s still not enough to keep your pipeline flowing. You need to invest in the right insurance systems and strategies to gain...
Struggling to Grow Insurance Agency Marketing and Sales? Motivate Your Team
For many independent agencies, sales and marketing are a continual sticking point. Excellent service and friendly faces are abundant, but teams struggle to bring the same enthusiasm they have for service to their insurance agency marketing and sales. How can you...
Digital Insurance Consumers and The Agency Experience
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. Customer expectations and needs are evolving rapidly, and insurance executives are taking...
Gain Outreach Power: Marketing Automation and Your Insurance CRM
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...