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Independent Agents Share Their Insurance Marketing Strategies


People like to talk about “growth” but growing is rarely easy. Especially growing an independent insurance agency. Retaining or expanding existing client relationships and developing new client relationships are all necessary for growth. If those goals are not pursued each day with purpose they won’t happen. At SIS we’re part of a culture that thinks about and executes on those goals daily. Some days we do it better than others but each day we remain committed to growing our business because it’s good for our clients, good for our associates and good for our community. It has purpose.

Over the next several weeks, we’ll share insurance marketing strategies — ideas and approaches that can be used to help build marketing assets including an effective database of clients and prospects. We’ll also share ideas for communication strategies to help you remain top of mind for existing clients and expand your presence in your local market.

In the meantime we’d like to share some insight given to us by several successful independent insurance agents.

NASPA board member Steven Kramer who uses Partner XE in his Langhorne PA insurance office, recently provided us with some information about how he uses agency management system to help him in his marketing efforts. His interview offers tips on how to cross sell, win back lost accounts, renew and retain and get new business. Read the Full Article.

Kevin O’Brien, another agency owner who has been using Partner XE to help streamline his business, also provided us with some good insight into effectively marketing an independent insurance agency. Like Kramer, O’Brien talked about using Partner XE to cross-sell, upsell and attract new business. He also talked about using Facebook and other social networking sites to get referrals and connect with clients and their friends.

Another SIS client, Jeff Sargeant, shared his tips for grass roots marketing – being as personal as possible and communicating with a few specific groups at a time. For him this includes personal letters, targeted mailers and “drip” marketing campaigns.

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.