[Infographic] 4 key steps to creating successful email campaigns
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  Create successful email campaigns With an average return of investment (ROI) of 28.5%, email marketing can deliver returns of $44 for every $1 spent. However, it’s essential to have a well-thought-out strategy that conveys your message clearly and drives customer engagement. … Read More

[Guide] Customer journey for agents
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Understand your customer journey By mapping out each part of your customers’ interactions with you and your insurance agency, you can increase engagement and improve the customer experience. Download our free Guide to help you create your own customer journeys! … Read More

[Infographic] 6 main benefits for proactive renewals
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  Customers expect personalization! Most agents spend a lot of time on lead generation to grow their insurance agencies. Retaining customers with an efficient process is just as critical for growth, though. Check out our free infographic with six main … Read More

[Guide] Jump-start your agency video marketing
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  The Power Of Video Content Video enables you to form meaningful connections with your audience. The most effective video campaigns are personalized, informative, and put a human face to the agency. As one of the most popular types of … Read More

[Template] Create your buyer persona for your insurance agency
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  Knowing your audience can dramatically improve your business results A digital marketing plan begins with your audience. You must know who you are trying to reach in order to launch an effective digital marketing strategy. Does your agency have an ideal client? … Read More

[Template] SWOT analysis for insurance agents
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  Conduct a SWOT analysis to keep your agency growing into the future SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. Business growth is not the result of random chance. It takes intentional decisions. A SWOT analysis can provide you with critical insights to make the best … Read More

[Template] Sales metrics calculator for insurance agents
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Track your sales metrics to grow your agency Download our Free Template to calculate your key sales metrics. The calculator will consider past and current sales performance to determine your growth rate and profitability moving forward. Utilizing Sales metrics at your … Read More

[Infographic] Ten ways insurance agents can show appreciation for their clients
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  Customers want to be loved! Unfortunately, 71% of insurance customers are unsatisfied with their current provider. What do clients want? A Relationship! They expect to have an outstanding customer experience. Remember: Show your appreciation Create strong bonds Check out … Read More

[Infographic] Ten ways to connect with your policyholders
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  Explore ten ways to connect with clients When it comes to purchasing insurance, consumer behavior has changed. More than ever consumers are welcoming personalized, real-time services that help them better manage their daily risks. It is all about the … Read More

[Template] Social media calendar for insurance agents – 2020
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  Content strategy for social media starts with a plan Download our Social Media Calendar Template for 2020 to help you plan and distribute content in your social media networks. What you’ll find: Instructions on how to use the template. A … Read More

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