2. Are You A Local Celebrity?
You want everyone in town to KNOW who you are,
LIKE you, and TRUST in the credibility of your
insurance agency.
Here’s are a few marketing tasks to help you
accomplish that this month!
Thursday, April 2, 15
3. Schedule annual review appointments with April
Renewals OR Clients with a last name starting with “G”
or “H”.
Review coverage, cross-sell, and ask for referrals!
Schedule Annual Reviews
Thursday, April 2, 15
4. Schedule Daily
Social Media
Posts
Connect with your network (clients, referral partners,
networking connections) through social media.
Then use your social profiles to keep your agency “top
of mind.”
Post at least once a day (doesn’t have to be a sales
pitch!)
Thursday, April 2, 15
5. Market Life Insurance
Use birthdays as a price
increase deadline! (Not a
reminder of being closer to
death!)
Start marketing life insurance
a few months in advance of
an upcoming birthday.
Use my “Explode Life
Insurance Sales Training.”
Thursday, April 2, 15
6. Send an Email To Current
Clients
Easy, inexpensive way to reach hundreds of your
clients each month, all at once!
Use a system like Mailchimp or Constant Contact if you
don’t already have email capabilities through your
agency management system.
Share winners of referral rewards, helpful insurance
tips, and more. (We can help with this!)
Thursday, April 2, 15
7. Referral Rewards Program
Give a reward for every referral.
It’s not about the rewards, it’s about the PUBLICITY
you create around them!
Include a monthly drawing and announce your winner!
(Check state rebating laws to remain compliant!)
Thursday, April 2, 15
8. Review Your Results
Review your results last
month.
What worked? What
didn’t?
Are you tracking where
new quotes are coming
from?
Thursday, April 2, 15
9. Win ‘Em Back!
April is a great time to run a winback campaign.
Contact past clients who left 5 or 11 months ago (likely
to be coming up on a renewal).
Let them know of new lower rates and offer to quote
them again!
Thursday, April 2, 15
10. Insurance Marketing System
Want help putting this in place? In the Insurance
Marketing System, you get a monthly marketing “to-
do” list, daily social media posts, articles to use online
for your blog, an email newsletter sample, and MORE.
Plus training on Referral Rewards programs, Life
Insurance Sales, and Facebook Ads!
Visit www.agencyupdates.com for details.
Thursday, April 2, 15
11. Get A Free Book!
Visit www.agencyupdates.com for a free copy of my
“Secrets To Getting Your Agency Staff To Sell” book!
Thursday, April 2, 15