Archive for the 'eMarketing' Category

3 Steps to Fill Your Pipeline for 1/1

1.) Launch an Email Campaign – Insurance agency eMarketing is an important aspect to the successful growth of many agencies, however I believe that it is also a tool that can ignite your marketing initiatives and fill your pipeline quickly.  By sending educationally oriented messages with a clear call to action to your target prospects, you can determine who might be interested in your services.

2.) Run a Web Seminar Series – Running web seminars that draw your in-profile prospects are a highly effective mechanism for building your prospect pool.  Delivering useful information to your target market will allow you to build rapport and convey your value proposition, making the ensuing calls a very warm call for your producers.

3.) Targeted Follow Up Calls – What good is an email or web seminar campaign if it does not yield appointments and opportunities?  Follow up with all who show interest in your email messaging or web seminar presentation in an expeditious manner.  These are prospects who now know you and have some level of interest in your services, so reach out and qualify them and begin filling your pipeline.

Bonus Tip: Leverage LinkedIn – While executing steps 1, 2 and 3, take a few minutes to leverage LinkedIn to spread your message.  Posting your email message or web seminar invitation in appropriate groups can improve results, and connecting with those you speak to will increase rapport and your ability to communicate.

Summary of Today’s Insurance Agency eMarketing & Web Seminars Webinar (Part 2)

Insurance Agency eMarketing & Web Seminar Case Studies
Presented by StartUpSelling, Inc.

Case Study #2 – Trucking Agency
  • NJ based transportation agency
  • Focus on large fleet accounts
  • Provide creative solutions for risk management and insurance cost control
  • Privately held
Challenges
  • Many agents managed large books – needed to shift from a service culture to a sales force
  • Lacked a current and up to date prospect list
  • Sought to reach more prospects quickly
  • Needed to convey unique understanding of industry to avoid commoditized sales
Process & Solution
  • Engaged StartUpSelling to launch a highly target eMarketing and Web Seminar campaign
  • eMarketing Campaign
  • Procured list of 6,000 trucking executive emails
  • Scrubbed list to remove personal emails
  • 2 monthly emails inviting prospects to webinar
  • Educational and interesting subject line
  • Content is relevant and concise
Process & Solution
  • Web Seminar Campaign
  • Leverage external speakers – consultants, lawyers, advisors
  • Topics include current industry regulations and issues – Hours of Service, driver retention, fuel costs, etc.
  • Speakers do not promote their services, and they certainly do not sell insurance
  • Web seminars are brief – lunch & learn format
Results
  • 100+ Attendees per Month
  • Reputation as experts
  • Relationships with speakers
  • Attractive to producers
  • Full pipeline of in-profile prospects
  • Recently closed a $115,000 commission account that refused to meet until they saw a KCI Webinar
  • “Our days of cold calling are over…”
Web Seminar Lead Handling
  • Web Seminar closes with a call to action
  • Website link
  • Case studies
  • PowerPoint
  • Producers call all registrants and attendees
  • Solicit topic and presentation feedback and gauge interest in the subject
  • Offer a complimentary consultation or review
  • Seek a web meeting with web seminar prospect
Closing Web Seminar Leads
  • Web Seminar attendees who are in-profile should yield an improved closing ratio
  • Leverage your webinar campaign as an indication of the service you will provide
  • Conveys your unique expertise
  • Remember they would not have attended if they were not seeking assistance
  • Patience is a virtue – and important to eMarketing and webinar campaigns

For more information, a one-to-one Agency Marketing strategy review, or a case study please contact: John Scranton johns(@)startupselling.com or www.startupselling.com.

Summary of Today’s Insurance Agency eMarketing & Web Seminars Webinar (Part 1)

Insurance Agency eMarketing & Web Seminar Case Studies
Presented by StartUpSelling, Inc.

Agenda
  • Review & Analysis of 2 Case Studies
  • eMarketing Campaign Design
  • Webinar Format, Content & Topics
  • Building Webinar Registration & Attendance
  • Follow-Up and Lead Handling Process
  • How to Close Your eMarketing & Webinar Leads
  • Question & Answer Session
Case Study #1 – Benefits Agency
  • Maryland based benefits agency
  • Focus on middle market accounts
  • Provides full-service employee benefits solutions, consulting and plan administration
  • Provides deep subject matter expertise
Challenges

 

  • Seeking to increase top line – improve awareness of their services with 150+ employee companies
  • Agents are very busy servicing large book of complex middle to large market accounts
  • Target prospects (HR & Finance titles) which are often difficult to reach
  • Needed a better way to convey expertise and value proposition to prospects
Process & Solution
  • Engaged StartUpSelling to launch a highly target eMarketing and Web Seminar campaign with followup appointment setting calls
    eMarketing Campaign
  • SUS procured a list of 30,000 emails in target profile – it’s now much larger
  • Scrubbed list to improve results
  • 2 monthly emails inviting prospects to webinar
  • Professional, business, non-graphical email
  • Educational subject line & content
Process & Solution

 

  • Web Seminar Campaign
  • Topics include regulatory issues, COBRA, Healthcare Reform & Compliance
  • Leverage an internal speaker (attorney)
  • Concise and compelling presentations
  • Content is useful & sought after by target titles
  • Conveys unique & deep subject matter expertise
  • Speaker is never selling
Results
  • Recent Webinar:597 registrants,491 attendees,Many opportunities
  • 150+ attendees per month
  • Have built a following
  • Access to prospects who were difficult to reach
  • Platform to convey expertise and value proposition
  • One closed webinar lead yielded a $60,000 commission account

 Check back for Part 2 of our summary later this week…

Expecting Record Registration for our September Insurance Agency Marketing Webinar – Invitation Attached

Webinar: Insurance Agency eMarketing & Webinar Campaign Attracts 600 Prospects

Join us for this brief, complimentary and educational web seminar.  Our panel of insurance agency marketing experts will provide a review of two highly successful eMarketing and web seminar campaigns.  Our first case study depicts a benefits agency that just attracted 597 in-profile prospects to their presentation.  The second case study illustrates a transportation centric agency that recently closed a $115,000 commission from a web seminar lead.  Topics include:

* eMarketing Campaign Design TipsInsurance Agency Webinars
* How to Select Webinar Topics
* Building Webinar Registration & Attendance
* Follow-Up and Lead Handling Process
* How to Close Your eMarketing & Webinar Leads

Date & Time: September 14th at Noon EST

To Register: https://www1.gotomeeting.com/register/835551448

For more information: www.startupselling.com

Webinar: Insurance Agency eMarketing & Webinar Campaign Attracts 600 Prospects

Join us for this brief, complimentary and educational web seminar.  Our panel of insurance agency marketing experts will provide a review of two highly successful eMarketing and web seminar campaigns.  Our first case study depicts a benefits agency that just attracted 597 in-profile prospects to their presentation.  The second case study illustrates a transportation centric agency that recently closed a $115,000 commission from a web seminar lead.  Topics include:

* eMarketing Campaign Design Tips
* How to Select Webinar Topics
* Building Webinar Registration & Attendance
* Follow-Up and Lead Handling Process
* How to Close Your eMarketing & Webinar Leads

Date & Time: September 14th at Noon EST

To Register: https://www1.gotomeeting.com/register/835551448

Insurance Agency Marketing 2.0 – Chapter 3: Insurance Agency eMarketing

Now that you have your highly targeted prospect list, its time to begin your attack.  A very effective way to quickly reach out to your prospects is by launching an Insurance Agency eMarketing campaign.  Over the past two years, email campaigns have consistently provided me with quality prospects – more importantly, email campaigns have generated prospects who can and will buy.

So how do you create an effective insurance agency eMarketing campaign?  Lets break it down into three parts: the mechanics, the message and the follow-up.

Mechanics

Begin by shopping for an email engine that will allow you achieve your goals.  There are many options out there, and they all have unique features and – both positive and negative.  You will certainly need a convenient repository for your email library.  Easy to upload, easy to sort and easy to export.  Most cover the bases well here.  You will also want to be sure that you test out the messaging interface.  An annoying or complex creation tool will slow you down and frustrate you.  Lastly, make sure you will be able to see detailed metrics of who viewed and clicked on your email – this will be of the utmost importance later.

Once you have found the best fit for your budget and needs, you will want to begin planning your campaigns.  We suggest sending messages at times your prospects would be most likely read them.  This could be different in different industries, and if you know your prospect, you can select the best time.  Tuesday morning is typically the most popular time to send emails, however we have had equal success on Wednesday and Thursday mornings.  Think about your prospects day, and how you can best connect.  As you progress, test different times and dates to determine what will work best for your target prospect.

Messaging

There are countless possibilities available for the format of your email message.  Graphics, templates, colors, fonts, etc – truly an infinite number of options for you to select.  My suggestion is that simpler is better.  A clear and concise business email is much more effective and readable than than a flashy and graphical presentation.  Remember, many images will not automatically load in Outlook, and will have that little red x instead – not an attractive way to introduce yourself.

The content should be educational and of value to your prospect.  Choose a subject that they would like to learn more about, that will help them with their business.  Include a link that allows them to quickly register for a web seminar, or review a white paper.   Do not sell in your message, only educate.  This will increase the chances that your message is read, and maximize the deliver-ability of your content.

Follow Up

Now the fun begins.  You have sent a highly effective email message from your new engine – now its time to turn that message into opportunity.  Track the metrics closely to see who is clicking the links in your message, and who is opening and viewing your message.  My suggestion would be to call anyone who clicks through, and anyone who opens multiple times (3 or more views).  If you do not have an executive available for this, you can outsource to a high quality telemarketing firm to make the calls.

Multiple opens (those prospects who viewed a message several times) have regularly been near the top of my list of most productive and profitable prospects – even more than those who click through.  Make sure to call these people, as soon as possible.  They are showing an obvious interest in your content, and often will be willing to meet with you to learn more.

Reblog: Top 10 Questions About Insurance Agency eMarketing (via Alan Blume)

This blog entry is a great precursor Monday’s coming Insurance Agency Marketing 2.0 Chapter, which will focus on eMarketing.  Enjoy!

Top 10 Questions About Insurance Agency eMarketing

Posted on June 10th, 2011 by Alan Blume

If your insurance agency is thinking about expanding your reach with an insurance agency eMarketing program, it’s important that your agency understand the basics. In many cases an insurance agency eMarketing campaign is accompanied by a web seminar series. Before initiating your campaign, make sure you can answer the top 10 questions below. If you’re unsure of these, your insurance agency needs to further research your initiative to ensure you have the key components in place to run a successful series.

Insurance Agency eMarketing

  1. What are the quantitative goals of your insurance eMarketing program (and how will you monitor and measure these)?
  2. How large of an email list do you need, and how will it be targeted and scrubbed?
  3. How many  eMarketing Campaigns will be sent?
  4. Will you use text, rich text or HTML?
  5. Will you use a graphically rich email format (like a newsletter) or will this decrease your delivery rate?
  6. Will you send emails out using Microsoft Outlook or use an eMarketing solution?
  7. Will you track click throughs if using HTML emails?
  8. What will you do with your multiple opens?
  9. Will you run webinars or offer white papers or do you intend to offer a newsletter or promotion?
  10. Will you have a custom landing page for your call to action?

These are all important questions you need asked and answered prior to initiating your first insurance agency eMarketing campaign. There are many others, in fact we have a checklist of over 100 items we review for each and every eMarketing and web seminar campaign we execute. Don’t forget to review everything accidental use of rush words, Bayesian poisoning and the CAN-SPAM act before launching your insurance agency marketing campaign. It’s very important that your insurance agency eMarketing initiatives reflect  a positive image about your insurance agency. For more information go to: http://www.startupselling.com/insurance-agency-marketing.html

The Evolution of a Marketing Campaign: #eMarketing to #Webinars to #Telesales to #SMM

Insurance Agency Marketing

We used the above PPT slide in a presentation today, and I thought it was very telling of how we are effectively marketing for many of our clients and for ourselves.  Four key phases, all important and all evolutionary.  Here is a quick review:

  • eMarketing – Email marketing drip campaigns that build name recognition for your business, attract website traffic and web seminar registration and attendance, and identify interested parties through click and open reporting.  Emails opens has consistently produced business for StartUpSelling and many of our clients.
  • Web Seminars – Create an opportunity to present valuable and education information to prospects, effective convey the expertise of your organization, and open a dialogue that is not based on sales.  Deliver value before prospecting.  This will make prospect much more likely to speak with you in the future.
  • Telesales – Executive to executive calls (or leveraging a high-quality professional telemarketer) are highly effective when employed as a follow up to either eMarketing or web seminar campaigns.  This is where I make the biggest impact on my pipeline each week.
  • Social Media – Now that you are likely closing your eMarketing, web seminar and telesales prospects, and are enjoying the dividends of a robust pipeline, attack social media.  Social media is the future of marketing, but is a long path to the money, so use it to exponentially expand your previous initiatives.

Webinar: 3 Case Studies – Insurance eMarketing & Webinar Campaigns Producing 100+ Attendees per Month

Join us for this brief, complimentary web seminar. We will review three case studies of highly effective insurance agency webinar marketing campaigns. These webinar series include benefits, transportation, construction, and worker’s compensation themes – often yielding over 100 attendees. Our expert panel will discuss the methodology employed to develop a professional eMarketing and webinar series, as featured in a recent Rough Notes article. Topics include:

* Review of 3 Case Studies – Benefits, Transportation, ConstructionInsurance Agency Webinar Case Study
* How to Procure a Highly Targeted Email Prospect List
* eMarketing Campaign Design, Management and Lead Conversion
* Effective Web Seminar Topics, Speakers and Best Practices

Date & Time: Wednesday April 13th 12:00-12:20 EST

Please use this link to register: https://www1.gotomeeting.com/register/238056928

Performance Enhancing Drugs for Your Pipeline

During my years as an insurance agent and throughout my tenure working with StartUpSelling, I have tried a nearly infinite number of different initiatives, sales tactics,  and marketing concepts in an attempt to quickly boost my sales activity.  Just like an honest athlete knows, there is no way to skip the hard work required to improve your pipeline and reach your goals.  Unless you are Barry Bonds or Roger Clemens – who appear to have broken the rules but have no problem flatly denying any wrongdoing – the hard work required makes reaching your destination much more fulfilling and rewarding.

But what about when you need a little boost?  When I’m not feeling great I might take an extra multi-vitamin or a vitamin C pill.  This will not have a dramatic effect on my long-term health, but it will help a little bit this week.  So when my pipeline needs a little kick – a legal supplement – the tried and true remedy that has proven to work for me in different industries, different verticals and to reach a variety of titles (account managers to c-suite) is a blend of eMarketing and telesales.  The right cocktail of these performance enhancers can quickly jumpstart your production.

The method is simple – send professional emails to target prospects, then call them.  This email can be a large scale send from an eMarketing engine, or a series of direct emails from Outlook.  The calls can be made by a professional telemarketer, or by the sales executive.  Whenever I see the top of my pipeline looking a little thin, I immediately inject it with these two supplements, and the results are always positive.  When properly executed, an email campaign and follow up calls are so effective they should be illegal.