Selling Insurance to Younger Customers

Millennials-those born between the early 80s and the early 2000s—are among the most challenging markets to sell insurance to. But you can generate a lot of business by targeting millennials, if you know how to reach them. Here are a few tips.

Pricing is important. Younger buyers are extremely price-sensitive. True, you probably don’t have much control over how much one customer’s plan will cost per month; that will depend on the company whose products you sell, and that customer’s situation.

B2B vs. B2C Marketing for Insurance Brokers

No matter what industry you’re in, it’s crucial to know your audience. Depending on the type of insurance you sell, you may be in a B2B (Business to Business) or a B2C (Business to Consumer) market. These two are fundamentally different in some ways—but similar in others.

Here’s a look at things to keep in mind when selling to a B2B and B2C market.

Five Social Media Missteps for Insurance Agents to Avoid

Social media accounts are practically mandatory these days when you’re considering promoting any business—and that includes insurance. They can be a great way to expand your reach and get people interested in what you sell. But each social media platform has its own culture—and its own potential pitfalls.

That said, there are a few common social media mistakes that lots of people make—across many platforms. Here’s an overview.

Should You Use a Customer Service Chatbot on Your Insurance Website?

Chatbots are ubiquitous these days. These AI computer programs simulate a conversation—either via voice or text. Some can be quite convincing, and there’s been an uptick in applying this technology to customer service—including among insurance companies.

Automate Your Insurance Marketing and Save Time

Insurance is an industry based on relationships. Staying top-of-mind with key customers by reaching out on a regular basis can go a long way toward cultivating those relationships—but that takes a lot of time.

The good news is that you can automate a great deal of this process—even if it’s personalized. There are many ways to stay in touch with large lists of customers—and generate interest among new prospects—with the click of a button. Here are some simple ways you can integrate automation into the work you’re already doing—and see results.

Five New Years Resolutions to Grow Your Insurance Business in 2019

We assume you want to make more money in 2019—we all do. Here are a few ideas for boosting your business in 2019 that you can implement immediately.

Enhance your customer service. A lot of insurance agents talk a strong game on customer service, but not everyone delivers. Being the agent who walks the walk can differentiate you from your competition.

Six Ways to Make Your Insurance Website More Helpful to Prospects

These days, insurance prospects want to find the information they need immediately online, without having to call to get a quote. If they can’t get that, they’ll often move on to your competitors.

Yet many insurance agency websites are little more than glorified brochures—static sites that haven’t been updated since the 1990s. If this sounds familiar, here are some steps you can take to bring your website up to the present day—and land more business.

Make sure your website is mobile-responsive.

Five Steps to Strengthening Rapport With Your Insurance Customers

In any sales position, building rapport with your customers is crucial. The same is true with insurance. Building good relationships with customers results in increased loyalty and retention, as well as referrals and more revenue for you.

Here are a few ways you can strengthen your relationships with customers more—and make those relationships the foundation of your business.

7 Reasons People are Unsubscribing from Your Email List

Are your email open rates down? If so, there’s probably a reason. People skip reading emails and unsubscribe from lists for lots of different reasons—but luckily, you can do something about it. Here are some of the most common reasons people unsubscribe from your list.

Can You Make Money Selling Insurance on Instagram?

You may already have social media profiles for your insurance business on Facebook, LinkedIn, or Twitter. But have you considered promoting your brand in Instagram? If not, maybe you should.

How Optimized are Your Marketing Emails?

It’s 2018—how are your marketing emails doing? Despite all the social media platforms we now have, to reach out to customers, email remains one of the most effective methods of digital marketing. But best practices change, and if you’ve been sending your email campaigns the same way for a while, now may be time for an update.

Here are some of the best practices for insurance agents in email marketing.

Five Ways to Build a Referral Network for Your Insurance Business

Hate asking for referrals? You’re not alone. It can be difficult to ask for anything, especially in a professional context. But people are much more likely to give you a call if someone they trust has recommended you.

Here are some ways to make it less awkward to ask for—and get—referrals.

Make it an official program. What’s less awkward? Asking each customer for the names and contact info of three friends or family members who could use your insurance expertise—or telling them you have a referral program that they might be interested in?

Five Ways to Use Online Videos in Your Insurance Marketing

Videos can be a great way to market your insurance business. Putting up a short video on YouTube, Vimeo, or Instagram can help you reach new customers, and creating a series of videos can both build an audience and boost your SEO. Here are a few ideas for a winning video series.

Connecting With Millennials: Six Tips for Insurance Agents

Millennials—those born from the early 1980s to the late 1990s—are currently hitting their prime spending years as the older generation is retiring.

The insurance industry is notoriously conservative and slow to change. And it shows in how we connect with this generation. Millennials have significantly different priorities and experiences than the generation before—and we must change how we reach them. Here are a few tips for strengthening your message for Millennial audiences.

Should Insurance Brokers Run Webinars?

When it comes to building a list to market to, you have a lot of options, both online and offline. Webinars are quickly gaining ground as an effective way to collect pre-qualified leads, and they can be very effective for agents and brokers who work in all aspects of insurance—from commercial lines to life and health. Here are just a few reasons why webinars should be part of your lead generation efforts.

Should You Create an App for Your Insurance Agency?

If there are two things all your customers have in common, it’s that they all want convenience—and they all have SmartPhones. Most people actually prefer using one to opening the web browser on their phones.

There’s a big push for many companies to create their own apps for user convenience—and with the weight insurance customers place on convenience, it’s no surprise that the insurance industry isn’t an exception.

But do you your customers really want or need a mobile app from you?

Four Ideas for Marketing to Business Insurance Prospects

If you write commercial insurance, you have a broad market. Every business needs some kind of insurance coverage. However, generating commercial insurance business can be more difficult than you’d expect—as each industry’s needs are different. It’s essential to understand the industry you’re marketing to, show them you can meet their needs, and prove that you’re a better choice than your competitors.

5 Personality Traits that Make You a Great Broker

Being an insurance broker is a challenging job. It requires some very distinct personality traits—some of which might seem, at first glance, to be contradictory. There are many different combinations of traits that make a great insurance broker, but here are a few we’ve found to be the most common in those who really thrive in this career.

Five Ways To Show Your Customers You Appreciate Them

In the age of social media, email newsletters, constant blogging, and more, it can feel like you’re in touch with your customers all the time. But exceptional customer service still isn’t automatic, even though the options you have to deliver that service vary now more than ever. Showing your customers you appreciate them, on a personal level, can still take foresight and planning. Here are a few ways to do it.

Four Tips for Creating an Insurance Sell Sheet that Works

A sell sheet is a single-page, double-sided sales document—usually in 8.5 x 11” size—that lays out the details of your product or service in simple, easy-to-understand terms. More concise than a brochure and more detailed than a postcard, they’re ideal for any situation where you have to explain a complex product concisely.

Of course, sales sheets only work when they’re done well. Here are a few tips to ensure that when you hand your insurance prospect a sales sheet, it actually gets attention, conveys the message you want, and persuades your prospect to say yes.