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.

Automate your email follow-up. It can be difficult to remember to follow up with every prospect you talk to—with the right message and at the right interval. However, proper follow-up is key to growing sales.

Chances are you use a CRM system—and many of these include automated email follow-up options available at a click. Take the time to write a generic follow-up message that can be quickly personalized, or a series of messages that will work with different categories of prospects. Set them up so your CRM system will send them at the click of a button. Some systems will even allow you to set up a series of emails at regular intervals for follow-up—so you can set it and forget it.

Automate your email marketing. Email marketing is key to building a business in a wide variety of industries—including insurance. Approximately 72% of people in the US check their email a minimum of once a week—and the data consistently indicates that email is highly effective for building awareness, acquiring new customers, and keeping them engaged.

There are many ways to set up an automated email marketing campaign—MailChimp is just one tool—that will make this easier.

Automate your social media. Everyone is expected to be findable on social media these days—across a variety of platforms, including Facebook, Twitter, LinkedIn, Instagram, and more. These platforms are free—although many have paid advertising options as well—but the time required to stay consistent on multiple platforms can be overwhelming.

Tools such as HootSuite allow you to automate your posting across a variety of social media channels. You can craft posts in one place that get pushed to many platforms—so you only have to update once—and schedule multiple posts as often as you like.

Automate your blog posts. Blogging can be a great way to build an audience, establish authority, and generate leads from search traffic. However, maintaining a regular posting schedule can be difficult and time-consuming. If you write your blog posts ahead of time and schedule them to go up at different points throughout the week or month—and you’ll be able to stay ahead of your schedule.

For many automation options, spending a little more time up front can save you a great deal of time in the long run. Automate your email follow-up, your email marketing initiatives, your social media posting and your blog posts—and you’ll be able to save enormous amounts of time in the long run.

Leave Comment

Your email address is always protected.

If you have a Gravatar (link is external) account associated with the e-mail address you provide, it will be used to display your avatar.