CalSurance Associates Blog

CalSurance Associates Blog

Monday, March 24, 2014

Tips to Tip the Scale in Your Favor

Tips to Tip the Scale in Your Favor- Insurance Agents

Content is King

Providing clients with information about their policy is not only a valuable loss prevention tool, but also a valuable marketing tool. Clients want to know they can trust their agent with their insurance needs. By taking the time to share your knowledge, clients feel additional security and place additional trust in your ability to procure coverage. Not only does this improve customer retention, but also the likelihood of a referral.

Hit Them with Your Best Shot

Sometimes you only have one opportunity to grab the client’s attention. This short window of time, sometimes called an “elevator pitch,” refers to the few priceless minutes you have your client’s undivided attention to convince them it is worth their time to learn more. When it comes to online marketing, that elevator pitch comes in the form of teaser copy- the first few sentences of an email, article, or advertisement the customer reads before clicking on the link provided. Make the most out of this opportunity by writing concise, direct, persuasive text that quickly tells the customer why they should take action (click, buy, call, etc.).

Call to Action

Once you have taken the time to educate and inform your clients, you have to tell them what to do next. Often times, professionals provide excellent content and are seen as a valuable source of information to clients and potential clients, however they leave these clients hanging, with new information yet no way of knowing what exactly to do with it. Once you have fully informed the customer, tell them how they can take advantage of the information. Whether it’s purchasing a product to solve the problem you wrote about, or addressing their needs through a personal consultation, it is your job to provide direction as to what to do next. This direction, referred to in marketing as a “Call to Action,” makes it easy for customers to access what they are looking for.

Market Using Multiple Vehicles

Utilizing multiple marketing channels is like having more than one horse in the race. Why bet on one horse when you can claim them all? Similarly, in marketing, the likelihood a customer will see, read, and return to your message is increased by the frequency and type of communication you send. By utilizing multiple marketing channels, whether it’s email, direct mail, online advertising, video marketing, live events, webinars, etc., you will maximize your exposure and get your message heard. So the next time you are considering whether to follow up with a client via email or direct mail or are mulling over where to utilize your online advertising budget, the answer is do both! Additionally, by spreading your marketing efforts over multiple channels, you will gain valuable insight into what is most effective and what your clients are the most receptive to. Although you should focus your efforts on the marketing initiatives that are most successful, continue to try something new- there are always new potential customers out there who you have yet to discover. 

All information provided in this blog is for informational purposes only. The sources used are presumed accurate. CalSurance Associates, Brown & Brown Program Insurance Services, Inc. and Brown & Brown, Inc. will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use and will not assume responsibility for any misguided information. No guarantees are implied.