On: December 4, 2018 In: Agent Blog

When creating a marketing plan, insurance companies and agents need to have a strategic mindset. There are a few elements that should be included every step of the way. Here are some things that you cannot forget when formulating your plan:

Content Calendar

The content you generate is one of the most important elements of your marketing plan: the words, images and other tactics used must inform and engage. This determines how you are found on the internet, and whether or not your prospects will stay. The calendar will help you share information on homeowners insurance and other topics with your audience.

Buyer Personas

You have to know who your customers are! Knowing your buyer types will help you develop the right marketing materials, use the right platforms and keep you visible among these different buyer types for effective results.

Campaign Calendar

It is important to keep track of the different types of campaigns your insurance agency is slated to run, thus keeping traffic consistently flowing through your sales funnel. This includes any discounts, other incentives and special promotions you have developed for your audience.

Social Media Strategy

Social media platforms are a large part of any successful marketing plan. Utilizing them can help you engage with your clients and offer real-time interaction, which will improve their experience with your agency. Using a program to schedule your posts can give the appearance that you are always available, which will help with client satisfaction.

KPIs (Key Performance Indicators)

You have to keep track of how your campaigns, content and other social media strategies are performing. This will provide a basis as to what is working, and what is not. the more data and knowledge you have, the better services you will deliver. This will help you gain market share and expand your visibility in the market.

Marketing is extremely important for insurance agents, as it helps grow your customer base. The right marketing plan and tools will provide credibility and visual interest, which should always be a part of your goals.

Keeping these tips in mind as you deal with customers on home insurance and other topics will help you fine tune your marketing strategy, and using each tip wisely will help you achieve your goals. Using the calendars to stay on track will help you gain insight and get the results you seek. Each tactic depends on the other to be successful, and must work together. Keeping your clients happy in the insurance industry can be tricky; It’s important to plan well, stay smart and be patient.

Social Media Guide for Florida Homeowners Insurance Agents