Marketing Blog


No Nonsense Insurance Agency Marketing Strategies That Cost Practically Nothing

business woman at deskYou're here for tips to improve your insurance agency marketing strategy. Without further ado, let's dive straight into it.

Answering the phone 
The person who answers the phone at your agency should always be upbeat and helpful. A phone call is sometimes a person’s first impression of your agency. If your employee is rude, you may lose a current or potential client. And, it could result in a negative reputation.

Get an automated phone system
Your agency should always be available via phone even if a live person doesn’t answer. There is nothing more off-putting to a consumer than when the phone rings ad infinitum.

Responding to emails 
Responding to emails is like answering the phone. Only your clients can’t tell your tone in an email. Keep in mind that sarcasm may not translate well in an email. Write emails that are straightforward and to the point.

Manage your reputation  
Search for your agency name on Google, Yelp, Yellowpages and other business listings. Read all your reviews. On Google My Business and Yelp, you can respond to reviews as a business owner. I recommended you respond to all reviews, not just the bad ones. Thank reviewers for their positive feedback. This proactive approach will show people that your agency cares about its clients.

Track your leads 
Leads come from anywhere these days. Walk-ins, phone calls, referrals, Internet, print media, billboards, agency events, etc. If you don’t know where your leads are coming from, you will never know what is working. And, you’ll continue to dump money into marketing tactics that may or may not work. If you don’t already track your leads, use Google’s online spreadsheet. All your employees can access your leads using this online tool. Also, integrate your tracked leads with your insurance email marketing strategy.

Answering questions 
It’s okay to tell a person you don’t know the answer to a question. Don’t waste his time leaving him on hold for a long time or giving an unsure answer. Do your due diligence to get the right answer. Even if it means you’ll need contact him later that day or the next.

Use a 5 step customer service process
Listen to what the client is saying and what she’s not saying. Based on the context, you can often fill in blanks to better understand your client. Repeat what the client is saying to you, so you can show you’re present in the conversation. Empathize with and assure the client you will resolve the issue in a timely manner. Do everything you can to fix the problem. Once you’ve resolved the problem, share the solution. Then your team knows how to handle it in case the issue arises again.

Not only are the above suggestions, for the most part, free, they’re also simple to implement. I’d love to hear any other no nonsense tips you have. Leave them in the comments below.


© 1983-2017, Insurance Technologies Corporation
All Rights Reserved - Terms & Privacy Policy

1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482