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How to Maximize Impact of Your Marketing Tactics

Marketing represents a critical component of your sales strategy, but investing those dollars in the wrong media can be a painful missed opportunity. Each marketing channel has its own best practices, and knowing those distinctions is essential to developing the right messaging and generating qualified leads. To avoid missing the mark with your marketing tactics, learn how each one fits in the bigger picture of your strategy. Apply these tips to make sure you are using each tactic for its optimal purpose.

Using Visual Content to Market Your Insurance Agency

As competition gets tougher across insurance sales, employing effective marketing tactics is essential to reach your target audience and maximize your resources. With limited time and budget, your marketing efforts need to be strategic and efficient, serving your audience when and where they are looking for information.

Best Practices for Distributing Leads to Your Field Force

Improving lead management is a growing conversation among health insurance organizations. When managing your lead funnel, distributing leads to agents is a demanding, time-consuming process, and the reliability and consistency of that process is critical to your team’s success. When you’re faced with ambitious sales goals and limited resources, manual lead distribution can become a painful bottleneck in your business cycle and will result in lost sales opportunities.

Stop Burying Yourself in Lead Management Tasks

One of the trending topics among insurance agencies is how to improve lead management. As businesses look for new ways to boost efficiency, one critical area is resolving the time agencies spend on manual lead distribution. Rather than staying bogged down in lead management tasks, consider the hours you could recapture in your week by using automated lead distribution.

How Data Helps Grow Your Insurance Agency

Think about how you are currently storing your agency data. How much value are you gaining from it? Is your data fragmented across multiple systems or tools? You may be missing critical opportunities to find out where your marketing and sales resources are best spent and which strategies or campaigns are resonating with your audiences.

3 Ways to Increase Client Retention

Insurance agents are typically faced with ambitious customer acquisition goals, often pushing retention efforts to the back burner. Needless to say, neglecting relationships with current clients can be costly for any agency’s churn rate. Maintaining meaningful communication with your clients is critical to keeping their business, and effective engagement requires more than just sending a birthday email. Avoid the pitfalls of assuming that retention will naturally happen from good customer service alone. Consider the following three retention strategies to keep your clients on board.

5 Factors to Consider When Choosing an Insurance CRM

Choosing the right CRM is critical to your sales success. Market research has found that investing in a CRM can return $8.71 for every $1 spent, and implementing an industry-specific CRM can raise lead conversion rates by up to 30%.

Why Strategic Partnerships Increase Your Bottom Line

Developing strategic partnerships is one of the most cost-effective ways to grow your business. By establishing an active, well-rounded network, you create an extension of your sales team without the costs of hiring. In the following discussion, we’ve outlined how strategic partnerships raise brand awareness, share industry knowledge, and drive business growth.

CRM Built for Insurance: How AgentCubed is Key to Your Success

CRM is critical to the success of your organization. Agencies can choose between an industry-specific solution, building a proprietary system, or using a well-known system like Salesforce. Since all of these options require time and resources, it’s vital to make your decision based on the return on investment the CRM solution will provide.

Efficient Management of Your Lead Funnel

For any business to grow more efficient, leadership needs to analyze workflow processes to locate bottlenecks and areas for improvement. For an insurance carrier or agency, your agents are likely pulled in multiple directions and switching between tools, balancing lead management, quoting, enrollment, and customer retention. Managing your lead funnel efficiently and effectively is crucial to achieving sales goals and developing sustainable business practices. Here is how AgentCubed can help manage your funnel.

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