Marketing For Insurance: The Most Effective Tools You Need 2021

Adopting new techniques while marketing for insurance is a challenge. As the world grows increasingly digital and interconnected, businesses and marketers are adopting modern online marketing strategies whenever possible. The insurance industry is no different and has also adopted online marketing strategies to adapt to the changing digital world. 

The industry and successful agents are making the shift from traditional methods (e.g. print ads, in-person referrals, and face-to-face networking) to modern online marketing tools for better lead generation. The majority of the top insurance agents are utilizing the following marketing tools to generate leads. 

In this blog

Customer Relationship Management Tools

Your relationships with your customers are essential for your insurance agency. A Customer Relationship Management tool (CRM tool) helps you keep track of each customer’s information, buying preferences, and even sales data. They provide you with the necessary details of your current and past client interactions.  

When it comes to insurance, information is essential. As an insurance agent, you might have to follow-up on an old client for a policy renewal or to sell them a new policy that they now qualify for. In such situations having their information and policy choices can come in handy when approaching them. 

Additionally, insurance agents are constantly communicating with clients through multiple methods like calls, text messages, and emails. Having to keep track of your communications through each of these channels can be confusing and can lead to miscommunication. 

Using a multi-channel communication tool like a CRM can help insurance agents keep track of all their client interactions. In addition, you can group your contacts and clients based on how far you are in terms of signing up with them. How you do that is up to your personal preference. 

Examples: HubspotSalesforce 

marketing for insurance techniques

Email Marketing

Emails are one of the oldest digital communication tools. They are also a useful online marketing tool when it comes to insurance marketing. According to Insurance Leads Guide, 80% of leads do not close after the initial contact. In fact, on average it takes more than five attempts to make contact with a lead. 

With that in mind, an effective email marketing strategy is crucial for insurance agents to contact people and generate leads. Additionally, email marketing is also a cost-effective method of reaching your prospects and customers. 

In the simplest of terms, you need to reach as many people as possible through the emails you send. That can be daunting if you have hundreds of email contacts. Make sure that your email content is relevant and eye-catching to your target audience. With a proper email relay tool, you can reach various contacts within minutes. 

Examples: MailChimpiContact 

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Google Analytics

While technically not a full-fledged marketing tool for insurance, Google Analytics is important to help you improve your marketing strategies. Your website is the doorway for your clients to contact you and where you generate leads. Given how you’ve built your website, people may be attracted to it and the products that you sell. 

By installing a short tracking code on your website, you can gain access to important website data such as the site visitor’s origin and the pages that attract the most people. This data can give insight on how to improve your success rates in Search Engine Optimization (SEO) and advertisements. 

Moreover, it also allows you to figure out what works and what doesn’t so that you can re-prioritize your strategies as you move forward. 

good marketing for insurance

Social Media Marketing Tools

Social media platforms such as Facebook, Instagram, and Twitter can play a vital role in building strong relationships with your clients. These platforms have the potential to attract prospects and help you connect with clients even after you have made a sale. 

When it comes to social media, content is king. However, creating content that engages people and is put out on a timely basis can be challenging. Getting out the right kind of content at the right time can create a great impact that can benefit your insurance selling strategies

For content creation, tools such as Canva can be helpful as it has excellent templates you can use. Apps such as Hootsuite and Buffer can help you strategically plan and schedule your content on all of your social media pages. They can also give you insight into how successful your content is with your audience so you can see what works and what doesn’t. 

How Can You Take Advantage of Insurance Marketing Tools?

Online marketing for insurance doesn’t have to be complicated or expensive. Sure, it comes with its challenges, but once you overcome them, the rewards are worth it. Using these methods and others that you come across, you can improve your lead generation and build your online reputation.  

Just remember that when deciding on which marketing tools to use, make sure to choose those that allow you to be flexible and adaptable. After all, they are there to make your work easier, faster, and more efficient. 

You can also reach to a wider audience today by listing yourself on our agent directory. Become more accessible and verified for your clients.

What are some of the successful online marketing tools and methods you have tried before? 

Become a part of an ever-growing insurance directory.

Get your profile listed and increase your book of business. 

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