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Knowing the Right Questions to Ask Your Marketing Vendor

Posted by Will Erdmann on May 18, 2018 12:43:00 PM

Many agents know that the time comes when your business growth can no longer rely on referrals alone.  There is a reason why many companies exist to help agents and independent business owners succeed.  Everywhere you look there are lead companies, call companies, SEO specialists, website builders, direct mail opportunities.  It can be overwhelming!

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Topics: tips, referrals, insurance marketing systems, marketing ideas for insurance brokers, insurance marketing ideas, insurance marketing organization, insurance specialist, Increase close rate, Insider, ROI

6 Tips to Break Through Marketing Barriers

Posted by Will Erdmann on Apr 27, 2018 10:52:00 AM

Every time I speak with an insurance agency owner I ask, “What do you do to market your business?”  The most frequently answer I get?   “Referrals.”  This is the story consistent from agency to agency, from California to Florida and everywhere in-between. So much so that our most recent blog post was about bringing the VIP treatment to referrals.

Many larger agencies have advanced advertising and marketing initiatives, but most of the mid-sized and smaller agencies are doing little to market their business.  As a marketing professional, it’s hard for me to understand why a business would elect to forego marketing, it’s the fuel that drives your business. And as we've noted previously about thinking like a million-dollar business owner, your marketing is an investment into yourself, your staff, and your agency because after all, how can you be successful without marketing or advertising?

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Topics: referrals, tips, insurance marketing systems, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance marketing organization, insurance marketing group, marketing, Increase close rate

The VIP Treatment: The Secret to Building Trust and Referrals

Posted by Will Erdmann on Apr 19, 2018 10:35:56 AM

When I began my career as an marketer, I was more than lucky to be mentored by a few of the best insurance marketers I have ever met. They knew their products, were quick with their sales pitch, but most of all, they were the VIPs in our office.  These people were always looked upon with high regard by both their peers, their bosses, and their clients alike.

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Topics: marketing ideas for insurance brokers, insurance marketing ideas, referrals, insurance marketing, follow up

5 Reasons Why Every Insurance Agent Should Ditch Leads and Buy Calls

Posted by Will Erdmann on Apr 6, 2018 9:21:11 AM

I know... I know... even seeing the word "leads" makes many agents shutter.  In just over 6 years of being in the industry, I have heard countless horror stories from agents on a lead program gone bad.  I've heard lead companies buying each other out and then not having enough supply to support their staff.  I've heard of auto-denying credits for bad calls.  I've even heard of stories where companies have taken their clients money and then shut their doors, never to be heard from again. 

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Topics: tips, insurance marketing systems, quality insurance leads, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance consultant, insurance marketing group, insurance specialist, insurance leads, insurance marketing, ROI, Increase close rate, Insider

Are You Holding Yourself Back Through Rookie Mistakes with Your Marketing and Customer Acquisition?

Posted by Will Erdmann on Mar 28, 2018 10:38:34 AM

Every year I try my best to make it to as many trade shows as I can so I can get in front of agency owners and producers to learn about their customer acquisition techniques.  Last fall I was speaking with a rather well known agent who was discussing his customer acquisition costs. This is a guy who is very in-tune with digital marketing, and just marketing in general as he had worked for company doing SEO marketing  before becoming an agent, and someone who is very numbers-oriented when it comes to his processes.

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Topics: tips, insurance marketing systems, insurance marketing ideas, insurance consultant, insurance specialist, insurance marketing, ROI, Increase close rate, Insider, insurance agent, insurance broker, insurance marketing group

15 Insurance Sales Tips for New or Inexperienced Agents

Posted by Will Erdmann on Feb 23, 2018 8:30:59 AM

Selling insurance is different from selling everything else.  Insurance is one of the most expensive things people buy and they can’t see it, touch it, or hold it.  You’re selling ideas. You’re selling trust. You’re selling promises. But most importantly....

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Topics: tips, millenials, insurance marketing systems, insurance marketing ideas, insurance marketing organization, insurance consultant, insurance specialist, insurance agent

Why We Love January (And You Should, Too!)

Posted by Will Erdmann on Jan 25, 2018 10:11:00 AM

As a team who has been in the industry for over a decade, we love when January rolls around.  Why? Because the start of the new year brings a new mindset to many agents on how to approach the growth of their agency this year.  Realizing the successes and failures from the year before can help anyone set up this new year with a different approach to their business.

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Topics: tips, marketing ideas for insurance brokers, insurance marketing organization, insurance marketing ideas, insurance consultant, insurance marketing agencies, insurance marketing, Increase close rate, Insider

Being a 'Local' Agent is No Longer Competitive

Posted by Will Erdmann on Jan 12, 2018 12:07:00 PM

One of the biggest issues facing many long time agents is the mentality that being a local agent is their competitive advantage.  We hear this most often from captive agents as that has been the rule of thumb for a long time. Is location the reason clients choose your agency over the competition?

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Topics: tips, millenials, insurance marketing systems, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance consultant

10 Quick tips for end of the year planning

Posted by Will Erdmann on Dec 19, 2017 10:54:43 AM

With the end of fourth quarter upon us, it can be a smart time to take inventory of your past years' marketing and plan for a prosperous 2018. Here are 10 easy steps to complete an effective assessment.

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Topics: Increase close rate, Insider, ROI, follow up, insurance agent, insurance consultant, insurance marketing, insurance marketing agencies, insurance marketing ideas, insurance marketing organization, insurance specialist, marketing ideas for insurance brokers

Insurers battle to keep up with 'born digital' companies

Posted by Will Erdmann on Nov 28, 2017 10:52:49 AM

As someone who has seen the 'tech boom' here in Seattle first hand, I have seen the growth of what's been coined "born digital" companies.  Among the new generation of weapons insurers intend to use to compete with these "born-digital” companies are chat windows, faster policy statements, intuitive agent portals, e-signatures, and robotic technologies. It's no wonder many agents struggle to keep up.

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Topics: Increase close rate, Insider, ROI, insurance agent, insurance broker, insurance consultant, insurance market, insurance marketing, insurance marketing agencies, insurance marketing group, insurance marketing ideas

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