We are excited to wrap up our six-part Insurance Marketing series that we created in collaboration with The Marketing Squad. Today we are providing an overview of the final topic, “Establishing a Marketing Rhythm.”
Our hope from this series is to further educate our agents and provide valuable resources for effective marketing practices in the world of Insurance. This webinar’s agenda included the main steps to establish a marketing rhythm, frequently asked questions, and how to use LinkedIn to grow your business. We hope you enjoy and let’s get started! If you’d like to watch the full presentation of the webinar, you can download it for free below.
Five Steps to Establishing A Marketing Rhythm
1. Set goals for the year
If you do not put goals in place before you get started, you can get lost along the way with no plan and no way to measure your success.
2. Plan your primary campaigns (3-5 a year)
Campaigns should focus on products, services, brand values, or partnerships that help, educate, or connect with your target audience.
3. Be sure your campaigns align with your goals
Doing this will keep your goals in sight and make them easier to accomplish with the right actions to accompany them.
4. Start a basic content calendar for the year:
- Holidays
- Important Dates for your Business/Industry
- Timelines of your campaigns
A calendar will keep all of your content organized and pre-planned out for the year so that it is easy to refer back to when it is time to blog, complete social media, ads, emails, and other marketing initiatives.
5. Plan quarterly summits for reviewing the previous quarter’s marketing and confirming the next quarter’s marketing
We recommend always looking back to reflect before the next quarter to see what worked and what didn’t for your company. With those reflections in mind, you can then strategically plan for the next quarter. This is also a good time to make sure your goals still align with your overall business plan as things can change throughout the year.
Set goals, Plan, Execute, Measure… Repeat!
Frequently Asked Questions About Marketing Rhythms
Today we want to wrap up our Insurance Marketing webinar series with the most frequently asked questions/topics that agents have about insurance marketing and sales. Not only will these questions assist you in establishing a marketing rhythm if you do not already have one, but we hope that they will improve your current marketing strategy.
How do I improve email marketing?
- Use good, personal subject lines (avoid Sir or Madam, it’s too impersonal)
- Grab attention or sound conversational with a straightforward message, but don’t make it too long
- Consider what catches your attention when you open your inbox
- Avoid spam words like free, promo, bargain, etc.
- No Spamming!
- Try A/B Testing: 2 different versions of an email with slight variances in subject lines, messaging, design, calls-to-action, or send date/time
What Sales CRM/Human Resources Tools Are Available?
| CRM Tools: | Premium | Middle of the road | Free |
| Sales Force | Infusionsoft | Hubspot | |
| Microsoft Dynamics | SharpSpring | ||
| ZohoCRM | |||
| Highrise |
| HR & Employee Engagement: | Time Management | Human Resources | Team Communication |
| Centreli | OneSource | Slack |
What is marketing automation?
Marketing automation tools help you automate things such as emails, social media, blogging, and lead nurturing. From blogging to email marketing, each of these platforms has specific mechanisms to ease the marketing process:
- InfusionSoft
- SharpSpring
- Hubspot
- MailChimp
- ActiveCampaign
How To Use LinkedIn For Your Business
The main three goals and uses for LinkedIn include:
- Networking
- Hiring
- Verifying and Solidifying Your Professional Presence
If you are a business promoting a product or service, especially if “people” are at the core of your business, you can and should utilize LinkedIn.
Tips for a Great LinkedIn Page
- Use your personal page to promote the content on your business page
- Engage with others frequently
- Link to your website
- Connect with as many relevant people as possible to expand your network
- Keep your profile picture updated – professional is key!
- Get involved in groups
For a full breakdown of what we discussed in today’s blog, we encourage you to download the webinar now. Our team looks forward to continuing to provide you with free resources that help you grow your business. Contact us with any questions regarding Insurance Marketing.
