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Share on Facebook A well thought out marketing plan provides a roadmap for making a profitable living off of your commissions. The key to a successful plan relies on a variety of factors, including identifying ways to make you stand out from competing agents selling the same policies.
Using tactics that let prospective customers know how you can help them while offering something different than other agents is key to long-term success.
Step 1 Set goals for finding and converting new prospects that will buy insurance policies from you. Include a goal for retaining current customer policies. Another goal might include setting a certain amount of time aside each week to tackle marketing tasks. Step 2 Identify the people or businesses to whom you want to sell policies, such as families that need life insurance, new car or boat buyers or small businesses that need health insurance for their employees.
Look at your current clients to identify common characteristics about their need for insurance, including income level and location to find more prospects like them. Step 3 Find differences between you and competing insurance agents, such as the types of customers they sell to, the level of customer service they provide and price.
Use this information to find your competitive advantage so you can tell prospective buyers why buying a policy from you is the better choice. Step 4 Develop a marketing strategy that includes developing relationships with prospects who eventually buy policies.
Include strategies for keeping current policyholders happy. Look for networking opportunities, such as becoming part of the Parent Teachers Association if you sell to families or joining the local chamber of commerce to get in touch with small businesses that need insurance plans.
Gather testimonials from clients, and add them to a portfolio you show prospects. If you enjoy speaking or writing about insurance issues, look for venues and publications that help increase your credibility while showing your expertise.
Step 5 Track the results of your marketing plan by reviewing it every month. The review should give you a strong indication on whether or not the plan is working. Make adjustments as necessary, such as increasing your networking activity or refining your prospect presentation to bring your plan into alignment with your goals.
Mention your availability for speaking engagements in your bio, too. References Life Health Pro: She writes business plans for startups and established companies and teaches marketing and promotional tactics at local workshops.
She holds a B.Life insurance can help manage the risk of financial loss by replacing income, protecting assets, and playing a key role in estate planning.
Insurance sales agents, sometimes referred to as “producers” represent and offer clients one or more types of insurance, such as, but not limited to: property and casualty, life.
A well thought out marketing plan provides a roadmap for making a profitable living off of your commissions.
The key to a successful plan relies on a variety of factors, including identifying ways to make you stand out from competing agents selling the same policies. A marketing plan for an insurance agency requires knowing the vision for the agency, available resources (both money and time) and the type of clients being sought.
Key plan sections evaluate the. NAPA, the National Association of Professional Agents, provides insurance agents, agencies, RIAs and financial planners access to benefits and services tailored to the unique needs of insurance and financial professionals, including Errors and Omissions Programs, Cyber & Data Breach Insurance, Health Insurance, Life Insurance, Member Discounts.
Policies issued by American General Life Insurance Company (AGL) Houston, TX except in New York, where issued by The United States Life Insurance Company in the City of New York (US Life). Issuing companies AGL and US Life are responsible for financial obligations of insurance products and are members of American International Group, Inc.