Using Insurance Agency Webinars to Fill the Sales Funnel

  • Posted on January 19, 2017
  • by John Scranton

Insurance Agency WebinarsLet’s say that I am making a micro marketing plan for the ensuing two weeks, and I want to ensure that I have a plan of attack that will yield a certain number of clients in the balance of the month.  This process begins with the “closes” but ends with “eMarketing and web seminars.”  Let me explain this basic micro marketing concept.  The numbers and ratios are aggregated, based on information from our clients and colleagues, but represent an accurate representation of many agency producers.

  1. You would like to add 3 new clients over the remaining 3 weeks of March
  2. You close, on average, 40% of proposals, so you will need 7 or 8 proposals.
  3. You have 4 proposals outstanding and need 4 more to achieve the 8 noted above.
  4. You convert 60% of your appointments into proposals, so you need about 7 appointments.
  5. You schedule 1 appointment every 5-6 calls to eMarketing and webinar prospects.
  6. You need to 40 warm leads from eMarketing and webinar campaigns.
  7. You typically yield 50 interested prospects from an eMarketing/webinar campaign.
  8. You need to run 1 eMarketing/webinar campaign.

Insurance MarketingWhen properly executed, insurance agency eMarketing and insurance agency webinars identify vast numbers of interested prospects.  A lead generation campaign like this dramatically simplifies your task of filling the top of the sales funnel, improves conversion and closing ratios, and allows you to reach your sales goals with much greater efficiency.

Originally Posted on March 11th, 2011 by John Scranton

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Posted in: Insurance Agency Marketing, Insurance Agency Web Marketing, Insurance Marketing, Insurance Web Marketing, Web Seminars
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Our Days of Cold Calling are Over [From the Archives]

  • Posted on December 21, 2016
  • by John Scranton

Do you like cold calling? I know there are some of you out there who truly enjoy cold calling. It can be exciting, and if you can deal with rejection, it will eventually be effective. But in my estimation, most salespeople view cold calling like eating their vegetables: it is not something they enjoy, but understand it is required for growth.

However, the owner of an agency recently told me that “our days of cold calling are over.” How? Is he going out of business? Actually, he is experiencing significant growth and looking to add producers. Insurance agency marketing without cold calling, but how? An effective web marketing strategy that includes:

  • eMarketingInsurance Agency Web Marketing
  • Web Seminars
  • Content-Rich & Current Website
  • eCollateral
  • Client Testimonials
  • Website Video
  • Social Media
  • SEO

Insurance agency lead generation no longer has to revolve around telemarketing. In the web 2.0 era, agencies both large and small can embrace the cost-effective tools available to us to expand their pipeline without spending hours cold calling.

Posted on July 28th, 2010 by John Scranton

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Posted in: Insurance Agency Marketing, Insurance Agency Web Marketing, Insurance Marketing, Insurance Web Marketing
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StartUpSelling Insurance Marketing Team Publishes 2,000th Blog

  • Posted on November 15, 2016
  • by John Scranton

Insurance Web MarketingStartUpSelling’s team of insurance marketing and lead generation professionals are pleased to announce they recently published their 2,000th blog post. Visit their blogs to learn about:

If your insurance agency would like to improve marketing or lead generation in 2017, contact us today.


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Posted in: Blogging, Insurance Agency Marketing, Insurance Agency Web Marketing, Insurance Marketing, Insurance Web Marketing
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Forcing Function vs. Failure [From the Archives]

  • Posted on October 24, 2016
  • by John Scranton

1Recently my team met with a prospective client to discuss a website development project.  This great group of talented people mentioned that they have had difficultly with internal website projects in the past.  We responded by explaining that this is very common, and is in fact one of the reasons StartUpSelling exists.  We provide project management and become a forcing function to meet deadlines, goals, and to complete projects.

Many of you who have handled website projects internally (or outsourced design and coding but provided content, editing and project management) can relate to the obstacles standing in the way of success.  Tell me if any of these scenarios sound familiar:

  • Our CEO has not yet approved the design.  Of course s/he hasn’t – s/he just interviewed a new producer over lunch and is trying to buy another agency this afternoon.  Maybe the website will earn 5 minutes of attention on a Sunday night.  Maybe not.
  • Our benefits and financial services pages are not yet approved by compliance.  And it might be weeks before they do.  Your internal financial services director is in Chicago closing a 401k for a 500 life group.  No time to make another follow up with the broker/dealer.
  • We can’t agree on the navigation structure.  Since there is no website design specialist on your team, it is going to be impossible to select the right nav.  My web dev team would not be able to build consensus and select the best health plan for their needs – its not their job.  Nav design isn’t yours.

These are just a few of dozens of stumbling blocks we have seen insurance organizations experience.  Everyone already has a day job.  Allocating time to project manage a website is not realistic.  A forcing function is needed from an expert in the field.  Without a forcing function, a project is destined for failure.

Originally Posted on February 22, 2013 by John Scranton

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Posted in: Business, Insurance Agency Web Marketing, Insurance Agency Websites, Insurance Web Marketing
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Spotlight Your Insurance Agency with a LinkedIn Showcase Page

  • Posted on October 10, 2016
  • by John Scranton

1LinkedIn Showcase Pages are an under-utilized feature of LinkedIn that can be very beneficial for insurance agents, brokers and wholesalers. Many agencies and brokers are complex. LinkedIn Showcase Pages provide companies with multiple brand messages to segment them easily and deliver them to the right audiences.

Showcase Pages are an extension of your company’s main LinkedIn page, making it easy for interested parties to find and link to the Showcase Page that offers the targeted information they are seeking. Your main company page serves as the primary “landing page” and central messaging hub for your audience; each individual Showcase Page is the ideal place to deliver relevant, compartmentalized information that is specific to a particular aspect of your business.

It’s ideal for you to create a separate social media presence for each segment of your audience because it allows you to focus your messages to the audience that is most interested in that topic and eliminate the irrelevant information for that segmented population. In essence, LinkedIn Showcase Pages allow you to deliver the right message to the right audience.

Here are the benefits of using Showcase Pages in LinkedIn:

  1. Showcase Pages are designed to spotlight a product or service your company offers. The layout and format of the page encourages beautiful graphics with a large, custom banner, a description and a direct link to the corresponding page on your website. For example, you could design a Showcase Page to feature Employee Health Plans, Commercial Transportation Coverage or Business Insurance.
  2. Unlike many other social network pages, the Showcase Page does not have a sidebar, so your viewers are not distracted by advertising next to your feature.
  3. You can post updates specific to your segmented topic on its Showcase Page.
  4. People can follow and engage with you about your products and services directly so you can learn more about what content that is beneficial to them.
  5. All of your Showcase Pages will be displayed on each of your Showcase Pages, as well as a link to your main Company Page.
  6. Your Showcase Pages are easy to find in the sidebar next to your Company Page.
  7. In general, LinkedIn Company Pages are good for SEO. Google loves LinkedIn Pages; they tend to rank high in search engines if they’re properly optimized. The higher your follower numbers and the more they are engaged with your company, the higher you will rank in search results.

Interested in learning more about you can gain a competitive edge with LinkedIn Showcase Pages? Contact StartUpSelling and we will be happy to help you explore how Showcase Pages and other social media marketing tools can benefit your company. Call us today at (518) 222-6392 to get started. We’d love to hear from you!


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Posted in: Content Marketing, Insurance Web Marketing, Social Media
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1View Part 1 Here:

Keep it BRIEF.

Short videos keep the attention of your audience better than long videos. According to White Board Geeks, a video script should have approximately 150 words per minute. So a 3-minute script would be 450 words.

Professional Voice Over

Trust us on this. Do not waste time trying to create a perfect voice over in house.

Video marketing exposes your brand to larger audiences, captures the attention of your target audience and will help you boost your online presence. Videos establish your authority and credibility in your industry and will lead to increased sales.

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Posted in: Insurance Agency Marketing, Insurance Agency Web Marketing, Insurance Marketing, Insurance Web Marketing
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1Insurance agencies and wholesale brokers are investing in social media content creation as a valuable tool for attracting new clients and retaining existing ones. Social media content creation drives lead generation because it answers questions and conveys expertise to prospects. Business professionals and decision makers prefer to work with organizations that have a strong online presence because it gives them the opportunity and freedom to conduct their own research on their own terms when it best fits into their schedule.

The most successful insurance agencies are investing in social media. And, perhaps most importantly, they are producing more content.

Here are five strategies that the most successful insurance agencies, brokers and wholesalers are using to maximize their social media dollars.

  1. Ensure a social media expert oversees the company’s content marketing strategy. – The most successful companies make sure there is at least one person that is designated to be in charge of executing the content marketing goals that the company has set.
  1. Have a documented content strategy. – Write down your goals and what indicators you’ll use to prove your success. Make sure you communicate your goals with your digital marketing team.
  1. Use a variety of tactics. – In this age of multi-media consumption, competition for audience attention is fierce. The smart investors realize that the wider they cast their net and invest in more tactics, the more new customers they will attract. Here is a list of possible content marketing tactics your organization could employ:

* Social media postings
* Articles on your website and prominent directories
* Blogs
* Digital Newsletters
* Case studies
* Videos
* White papers
* Webinars/webcasts
* Infographics
* Research reports
* Microsites
* Mobile content
* eBooks
* Mobile apps
* Digital magazines
* Podcasts
* Virtual conferences
* Annual reports

  1. Use social media more frequently. – B2B companies use an average of six social platforms, up from five last year. (Content Marketing Institute.) As expected, LinkedIn is the top social media site used by B2B marketers, while Facebook is a close second. The sites that have seen the most growth this last year include SlideShare, Google+ and Instagram. Social media drives awareness of your company which in turn impacts lead generation.
  1. Produce more content. – While it may seem obvious, producing more content is an effective strategy for attracting new customers and retaining existing ones. It may be very intimidating for an insurance agency to produce a quantity of content because it can be time-consuming and needs to be consistent.

StartUpSelling specializes in insurance marketing, web marketing and lead generation services. We have successfully created, launched and maintained marketing and lead generation campaigns for a vast array of insurance agencies, brokers and wholesalers. We deliver elite service and solutions at competitive price points. If you would like to maximize an investment in content marketing for your insurance organization, give us a call at 518-222-6392 today!

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Posted in: Insurance Agency Web Marketing, Insurance Web Marketing
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1Struggling to increase the number of visitors to your website? Wanting to improve the conversion rate of visitors to your site? Is your marketing strategy not achieving the results you had hoped it would? Searching for fresh ideas that will help you reach a larger audience and provide your corporate clients with the information they need, when they need it?

Content marketing might be the answer. Consider developing content that is applicable to your visitor’s needs and easy to understand. As a result, you will experience significant improvement in search engine rankings, traffic and conversion rates.

Here are some recommendations for brightening up your online marketing presence and implementing a successful content marketing strategy:

  1. Brainstorm ideas that reflect the company mission Is the content you are producing reflecting the questions, needs and real-life problems your audience is facing? Spend time contemplating the story behind your brand and what it truly stands for. What is it you want to say at the most fundamental level? Take some time to review your company mission statement and the content you are currently producing. If the two don’t align, get your team together and come up with a more cohesive plan.
  1. Develop a strategic plan You will need a plan that demonstrates how your content strategy will increase sales revenues and be worth the investment. In order to do this, you will need a strong plan and case studies.Create a detailed road map that focuses on aligning your content with the company mission. Build trust with your audience by giving them content that they want and need.

    Start by gathering factual information and creating a strong plan. Make sure your plan answers the following questions:

  • How will the company mission be reflected in your content strategy?
  • How will our content help our clients?
  • How will we know what our clients need?
  • How will we measure our success?
  • What specifically is the plan (i.e. road map)?
  • Who will be accountable for ensuring the project stays on track?
  1. Design a content strategy that is based on applicable, consistent and useful content. Your clients are business owners who are experts in their particular field/trade. Take the time to research to find out what difficulties and challenges they face and what would make their job of selecting a broker or wholesaler easier.Make sure your planned content will answer your user’s questions and will convey a consistent message about your company.
  1. Track the results Analyze the visitor data for your existing content. Review metrics such as bounce rate, time on site and goal conversion. Review your search visibility and make sure your content ranks well in search engines for keywords higher up the funnel.The insurance industry is steeped in tradition – it is not always easy to break away from widely accepted tactics – even if they are not working very well. Providing your potential clients with expert advice that is easy to understand and access will invite potential companies to visit your site often and enjoy spending more time on your website. In turn, they will be more likely to choose you and recommend you to others.
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Insurance Web MarketingOne of the most common questions insurance agencies, brokers and wholesalers pose is “why do I need to invest in my online presence?” This is an excellent question that needs to be addressed.

Corporations prefer companies with a strong online presence.

First and foremost, today’s buyers expect to be able to visit an insurer’s website. A study by J.D.Power found that 52% of insurance shoppers start their shopping process online, and 73% visit at least one insurer’s website at some point during their shopping experience.” Potential customers will compare your website, social networks, testimonials and reviews, and other elements of your online presence with your competitors and usually choose the company they “like” the best.

Businesses are buying more online.

As much as consumers are buying online, businesses are buying more. Forrester Research Inc. predicts that B2B sales next year will likely more than double. The online presence of your agency builds your search engine findability and boosts your business in Google ranking.

Gives your business a competitive edge.

You have competition online. If your direct competitors don’t have a strong online presence yet, they will. Establishing – and enhancing – your online presence gives your business the competitive edge it needs.

Increases brand awareness and recognition

As the insurance industry becomes more competitive, one of the biggest challenges agencies face is how to build their brand.  The internet is available 24/7. This means that potential customers have the opportunity to become aware of your business at anytime, day or night. Having an online presence is like having billboards up all around town. Your online presence is an advertisement of your brand that never sleeps!

Increases trust and credibility

Companies are nervous about buying from insurance agencies they don’t know, especially businesses that seem “spammy” or lack integrity. Your online presence can help to dispel these fears if done right. Your website needs to be high quality; your content needs to be professional (and be spelled correctly, grammatically correct and easy to comprehend.) Your images and graphics need to be attractive and have a high resolution. You need to answer your prospective customer’s questions in a way that shows you understand their needs and point-of-view. Your agency needs to show consistency to demonstrate trustworthiness and reliability; customer reviews and testimonials will go a long way to establishing trust and influence the decision making process.

Learn about your customer

Successful agencies, brokers and wholesalers know that they need to establish and build relationships with their customers. Your online presence helps you do this through content and through listening tools. Being able to listen to the needs and wants of the companies that buy from you helps fine tune your offers and expand your business offerings in ways that will be attractive.

Measure your effectiveness to increase your ROI

The effectiveness of your online presence can easily be tracked and analyzed, giving you important data that can help you make improvements. Measuring the performance of your business gives you valuable information that will put you ahead of your competition.

While having a strategic online presence that is research-based and relentlessly executed does require an ongoing investment, an internet presence that is done right can have a major positive impact on the future. Regardless of your business type or size, don’t let the low-hanging opportunity of building equity in your online presence slip through your fingers.

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Posted in: Insurance Agency Web Marketing, Insurance Web Marketing
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