Are you representing a small business, non-profit organization, corporation or sole proprietor? If so, we would like to offer you some free marketing and advertising tools and resources. Our team of experts at Marketing Mavens (MarketingMavens.com) has compiled a list of some of the best Marketing Tools for Insurance Agents on the web. We’ve included some free marketing tools as well as those that can be purchased with training and implementation if needed.
Being an insurance agent isn’t easy, there are so many distractions that can eat into your time. The tools below are powerful insurance marketing tools that will help you improve your productivity.
In this article, you will discover the best digital marketing strategies, tools and apps for insurance agents.
#1: A Functional Database
Data is the key to any successful business, and having a database that is nimble and functional at all times is one of the best ways to ensure that your data is accurate at all times. But what kind of data does an independent insurance agent really need?
You need current contact information, up-to-date subscriber information, relevant business information, and you need a place to store all of those little extra details that help you retain your customers like birthdays, anniversaries, and vacation dates. This data will also help with your email and social media efforts, since you’ll have one place to store all of your relevant information and be able to export that data elsewhere as needed.
#2: User-Friendly Website
Making sure your website is easy to use is nearly as important as having a functional database. Without a website that is user-centric, you could find yourself on the back-burner for your most ideal clients. One key to having a great website is keeping the end-user (your client) at the forefront of your mind.Even as an independent insurance agent, clients need to (a) be able to find you in a search engine, (b) understand what your business is about, and (c) know how to and be able to contact you. Without all three of these, your website could actually be hurting your credibility to your potential clients.
#3: Social Media Management
No matter what kind of business clients you’re targeting, social media is a great way to get your brand in front of your customers. Free to use, and simple to maintain, social media is a marketing tool no independent insurance agent should be without. Examples include Hootsuite and Buffer.
With a social media management tool, you can make a plan for your various social accounts and have them automatically post at a designated time. These tools are especially helpful at targeting millennials, who are emerging as major clients for agents targeting small and mid-size businesses.
#4: Email Automation
Email campaigns can get complicated quickly. But by automating the process and connecting it to a database, you can avoid forgetting to send that “Thank You” email, while coagulating important data all in one place.
There are tons of great tools available that you may have heard of including HubSpot, Marketo, and Constant Contact. These tools vary by price, but for those independent insurance agents with a large or growing client base, they can make sure you stay in the forefront of your competition with your clients.
#5: Analytics
Without the ability to analyze how many people are actually opening your emails, visiting your website, and engaging with your social media presence, it’s impossible to know what works and what doesn’t. To maximize the ROI of your marketing efforts, Google Analytics can provide in-depth metrics on the success of your marketing campaigns. This free tool and service is available online. There’s even an entire set of online classes you can take (for free) to get to know the software.
#6 A CRM Tool
Customer relations is the lifeline of the insurance industry. Having a good CRM tool like would be a blessing for insurance agents.
CRMs offers a complete 360˚ view of the customer, buying behaviour, preferences and sales data.
The CRM tool acts as a Customer Profiler giving you details of past interactions that help you recollect and refer to previous communications with the client.
In insurance, information is king. An agent might have to follow-up on an old client for renewing an existing policy or create new leads.
At this juncture, a CRM tool like Teleduce comes in handy as it details the long term goals and expectations, dependencies and existing conditions of the client.
This will help the agent to instantly look at the client’s records and follow up on them.
#7 Multi-channel Communication Tools
Insurance Agents often have to call clients, send them SMS’, follow-up with emails etc.
The use of multiple channels in marketing makes it very complex for the agent to handle.
Using a [multi-channel communication tool] like Teleduce helps Insurance Agents to keep track of their client interactions across various channels.
This Multi-channel Communication tool offers a one-shot view of the communication across all channels like Voice Calls, SMS, Email, Social Media etc.
Using its dashboard, the agent can track, follow and re-engage the leads on various channels.’
#8 List Manager
Every Insurance Agent is bound to have hundreds of contacts. Tracking them and segregating the potential from the futile ones is a tedious task.
This is where a List Manager comes handy to manage and utilize contacts effectively.
The List Manager helps in sorting and categorizing your contacts a s new leads, followed ones, missed ones etc. It helps in collating data on these leads from campaigns.
Using this List Manager, the customer database is segmented into lists on the basis of their demographics, buying behaviour and preferences.
This helps in micro-targeting to focused groups.
#9 Integrated Marketing Communication Tool
Today’s insurance world is ruled by SMS and emails. Leads are generated instantly by Lead generation sites like JustDial, Sulekha and MagicBricks.
If the agent is not quick enough to respond, he loses the customer. This is where he needs an Integrated Marketing communication Tool like Connectz from Corefactors.
This Integrated Marketing communication tool connects, engages and monitors leads till their final conversion.
Making the Most of Your Marketing Efforts
When you’re choosing your marketing tools, be sure to choose those that can be as nimble and flexible as you are. If something isn’t working, switch to something that works better for your clients. You know your business best, and using analytics you’ll be able to see exactly what is and isn’t working.
Want to ramp up your agency growth? Check out 6 Effective Ways to Grow Your Insurance Agency’s Social Media Presence now. Then subscribe to our blog below to get more great content right in your inbox once a week.