4 Fastest Methods to Drive Insurance Agency Leads

Posted on

October 1st, 2020


sell-more-work-less - insurance email marketingMarketing encompasses a wide variety of methods and tools to increase exposure and carry your insurance agency message to clients and prospects. But which of these are the fastest and most effective to drive leads into your agency pipeline? There is a long list of marketing initiatives to consider, here are just a few, noting that there is overlap in some of these categories:

  • Appointment Setting
  • Blogging
  • Brand Awareness
  • Content Marketing
  • Email Marketing
  • Event Marketing (on-site)
  • Organic Social Media Marketing
  • Pay Per Click Advertising (PPC)
  • Search Engine Marketing (SEO)
  • Snail Mail Marketing
  • Social Media Marketing (Sponsored Posts)
  • Video Marketing
  • Virtual Event Marketing
  • Webinar Marketing

However, when the goal is to rapidly fill the pipeline with B2B leads, the list quickly narrows to the top 4:

  1. Appointment Setting
  2. Pay Per Click Advertising (PPC)
  3. Social Media Marketing (Sponsored Posts)
  4. Email Marketing

There are nuances to this lead generation list. For example, Appointment Setting works best for niche insurance markets such as transportation or contractors. Pay Per Click Advertising and Social Media Sponsored Posts offer a fast path to leads, requiring only a compelling offer and/or quality digital content for fulfilment. Email marketing offers broad appeal and a long shelf life. Quality content, including webinars is essential for Email Marketing, though list building can be an obstacle for some agencies.

Bottom line, when looking for a vehicle to drive leads into your insurance agency pipeline, look for the fastest path to bring your message to your target prospects. If your agency lacks the time, tools or personnel to accomplish this, reach our to the insurance marketing team at StartUpSelling for a complimentary marketing consultation.

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4 Methods to Help Producers Prospect While Working Remotely

Posted on

July 31st, 2020


Insurance Agency MarketingHow can your agency help producers prospect more effectively and continue to fill their pipelines in the current work from home environment? Here are the top four methods to drive leads into Producer pipelines:

  1. PPC (LinkedIn Pay Per Click Sponsored Content Ads)
  2. Email Marketing
  3. Social Media Marketing
  4. Appointment Setting (for trucking and other niche markets)

If your agency needs assistance with any of these lead generation initiatives, contact the insurance marketing experts at StartUpSelling.

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Insurance Agency Marketing Checklist in a COVID-19 Climate

Posted on

July 3rd, 2020


Insurance Agency MarketingThe novel coronavirus pandemic has dramatically changed the way most agencies do business. Insurance agency sales and marketing was once reliant on face to face interaction, referral sales, and networking. Though changes to these traditional insurance agency sales and marketing methods were already in process, COVID-19 accelerated them in an instant.

The days of focusing on in person networking, referrals, trade shows and on-site seminars have come to an abrupt halt. Meanwhile, agency executives and producers seeking to carry their unique value proposition to targeted commercial insurance and group benefits prospects, need an improved marketing and lead generation strategy to increase their suspect and prospect pools and grow their pipelines.

The list of possible marketing and lead generation initiatives is extensive and can be daunting for many agencies and brokers regardless of type, size, or geography. Some agencies may attempt to staff up to accommodate theses skills, but the skillsets required are varied and often specialized, and may include the following:

  • Appointment Setter
  • Blogger, Vlogger
  • Content Writer/Editor
  • Email Marketing Manager
  • Graphic Artist
  • Marketing Generalist
  • Marketing Strategist
  • SEO Specialist
  • Social Media Marketer
  • Telemarketer (Appointment Setter)
  • Video Production Specialist
  • Voice Over Specialist
  • Web Analytics Manager
  • Website Programmer

Some of these skills may be combined into one marketing position (writer, editor, blogger for example), while others require highly specific skills, for example video creation or search engine optimization.

Here is an updated insurance agency marketing and lead generation checklist which includes many of the key initiatives insurance agencies should leverage. How many of these insurance marketing initiatives can your agency check off?

  • Blogging & Vlogging
  • Branding
  • Client Case Studies
  • Client Testimonials
  • Contact List Generation & Email List Generation
  • Create Buyer Personas
  • Create Prospect Scorecards
  • eBrochures
  • Email Marketing
  • ePublishing and LinkedIn Publishing
  • Insurance Agency Marketing Plan
  • News Releases
  • Newsletter Creation & Distribution
  • PPC Ads and Post Boosts
  • Search Engine Marketing – SEO
  • Social Media Marketing
  • Telemarketing & Lead Handling
  • Updated Insurance Agency Website
  • Video Creation
  • Web Seminar Marketing
  • Website Updates & Content
  • Website Analytics Reporting and Analysis

There are other marketing initiatives which can be used including snail mail marketing (not recommended for B2B insurance agency marketing), traditional seminars (currently on COVID-19 hold), sponsorships, traditional advertisements, etc. Though some of these more traditional marketing initiatives can be considered, a focus on digital and repeatable is your best mantra, especially in this coronavirus climate. Producers, agency executives and owners all seek to grow their book of business. Marketing is time and budget driven, and if done correctly, your agency marketing should provide a compelling ROI to cost justify your investment. Can all the above activities be accomplished a few days or a few weeks? That’s not likely to happen. But over the course of a year or less, most if not all of these can be achieved.

Looking for additional information about insurance agency marketing and insurance agency lead generation? Visit us at: https://startupselling.com/.

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8 Excellent Reasons Why Your Agency Should Blog

Posted on

April 20th, 2020


Insurance Agency Blogging - Insurance BlogsThere are many great reasons why your agency should be blogging, especially during the COVID-19 pandemic. This is an important time, to be consistently in touch with your clients and prospects. Here eight compelling reasons why you should be blogging today:

1.  Provides a non-sales reason to reach out to clients and prospects

  • This can be done in an automated (email marketing) process, or by sending individual emails to your top prospects.

2. Helps show your agency cares about them, by providing timely content. For example, blogs like this can be extremely helpful to your clients:

  • How to Manage a COVID-19 Remote Workforce?
  • Insurance Implications when your Workforce is Teleworking
  • Will Business Interruption Insurance Cover COVID-19 Losses?
  • Motivating your Remote Workforce
  • The CARES Act and the Impact on your Business

3. Shows the lights are on, and that your agency is actively engaged. Repurpose blogs for multiple uses:

  • Send your blogs to prospects
  • Use your blogs for eMarketing campaigns
  • Share and promote your blogs on social media
  • Show that your agency is comfortable in virtual and digital mode

4. Improves Social Media Reach

  • Don’t think your clients and prospects spend much time on social media – think again! Blogs provide high quality content for your agency (and producers) to share content on LinkedIn, Facebook and Twitter.

5. Drives traffic to your website

  • A blog, preferably with original content, helps drive clients and prospects to your insurance agency website. It gives them a reason to visit, and a reason to stay.

6. Improves domain authority and search engine marketing

  • Blogs help improve insurance agency search engine optimization.
  • Your original content is indexed by search engines such as Google and Bing
  • Better SEO helps attract prospects

7. Allows you to control your message

  • What do you want to say to your clients and prospects?
  • How would you like to brand your agency?
  • How can you help the during this unprecedented time?

8. Helps showcase your insurance agency expertise

  • Blogs can and should be one of your most visited website areas, with the longest visit duration on your website. Showcase your agency and industry expertise with a timely, topical, and relevant blog.

Many insurance agencies and brokers lack the internal resources and writers to post consistent blogs. If so, contact the insurance agency marketing team at StartUpSelling for a complimentary discussion about blogging, content marketing, website updates and more!

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Which Presidents Have the Best Stock Market Returns?

Posted on

December 4th, 2019


Stock Market Performance By PresidentWhich Presidents have the Best Stock Market Returns? The answers may surprise you. About 18 months ago I wrote a blog on this topic, and as 2019 comes to a close, this seems like a good time to check in, especially with the markets touching upon recent record levels. Let’s review the S&P results for the last three years:

2019 2,510 3,093 23.39%
2018 2,695 2,506 6.24%
2017 2,257 2,673 19.42%

We see that the S&P posted a total return of almost 37% and an annual return of about 12.2%. That’s not too shabby, though you may be surprised to see that it’s only the 10th best result of presidential returns.

Rank President Annual Return
1 Bill Clinton 17%
2 Barack Obama 16%
3 Gerald Ford 16%
4 Harry Truman 16%
5 Dwight Eisenhower 16%
6 Ronald Reagan 15%
7 George H.W. Bush 15%
8 Jimmy Carter 12%
9 Franklin Roosevelt 12%
10 Donald Trump 12%
11 Lyndon Johnson 11%
12 John Kennedy 10%
13 Richard Nixon -1%
14 George W. Bush -4%
15 Herbert Hoover -31%

There is still a month to go in 2019, and a possibility that the returns could change. Though that change would have to be substantial to crack the top seven. And we certainly hope that Hoover’s record remains untouched!

Are you seeking a compelling ROI for your agency, contact the expert team at StartUpSelling for customized marketing and lead generation programs to jump start your pipeline and improve close ratios.

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Popular Insurance Marketing & Lead Gen Videos Viewed Over 50,000 Times

Posted on

November 8th, 2019


Insurance Agency Marketing Webinars

These insurance agency marketing and lead gen videos and  on-demand webinars and have been collectively viewed over 50,000 times. Check out these popular and complimentary insurance marketing videos in our Insurance Agency Marketing Resource Library:

·       Insurance Agency Marketing Plans: How to Insure the Success of Your Producers

·       2 Minute Sales Pro: The Elevator Pitch

·       Top 5 Insurance Agency Lead Generation Tips

·       2 Minute Sales Pro: Telesales Best Practices

·       Effective Insurance Marketing to Drive Leads & Growth

Whether you’re a $1 Million Agency trying to build your pipeline, or a $10 Billion Broker seeking assistance with a sophisticated Search Engine Optimization initiative, the insurance marketing experts at StartUpSelling can help. Reach out to us for a complimentary marketing and lead generation review.

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Using Gated Content for Insurance Agency Lead Generation

Posted on

May 20th, 2019


What is gated content?

Insurance agency marketers leverage gated content for lead generation, by trading digital content fulfillment for visitor information such as name, email, organization, industry, title, etc. The digital content can be offered through insurance agency email marketing campaigns, PPC campaigns, social media marketing, blogs or newsletters, to mention a few of the insurance marketing vehicles which can be used.

Gated content specifically refers to front end form-based materials, such as articles, case studies, videos and white papers, which require visitors to provide information (fill out a form) before allowing access to that digital information. The form may simply require a name and email address, or depending upon the perceived value of the information, may require additional detail and demographic information about them and their and organizations.

Then what is ungated content? Ungated content presents information to the visitor on demand. Though there may be an option to sign up or provide information via a Call To Action, visitors can access the content immediately without any information required.

How do you decide when to use gated vs. ungated content?

Value, perceived value, intellectual property and insurance agency marketing goals all play a role in determining the trade-off between using gated vs. ungated content. If your agency considers certain content, let’s say a detailed white paper, to be high value digital content, you’re typically going to make that gated content, requiring at least a name and business email for viewing. If it’s a 2-minute explainer video, you’re likely going to offer that without a gate. Ungated content typically increases views, but lead generation can suffer as your agency will not be collecting lead forms. Thus, the marketing campaign goals come into play. If the goal is branding and awareness, ungated content is often preferable.  If it is lead generation centric, gleaning at least an email and name may be the minimum level of information collected to view the content.

How do you determine content value?

There is elasticity here. For example, a Continuing Education Accredited OSHA or Benefits Compliance Webinar can be highly valued, and your agency should be able to collect six to eight information fields for registration and viewing. If you’re offering a brief one-page case study vignette, you may attempt to collect just two fields as it may carry a lower perceived value. If the content is promotional in nature, for example a 2-minute value proposition video, you would likely offer that without a “form in front”, to optimize views.

Content is king?

Of course, you need to begin by having quality content available, and ensuring it is well organized and properly protected. Organizing content on an insurance agency resource library can be very helpful, password protecting your proprietary content, gating your high value content, and making it easy for producers and prospects to access non-gated content.

For more information on insurance agency lead generation, gated content strategies and insurance agency resource libraries, contact the insurance agency marketing team at StartUpSelling.

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Insurance Marketing Videos

Posted on

January 18th, 2019


Check out our insurance marketing video library to learn more about how agencies and brokers can better attract and retain clients. Videos enhance insurance agency and broker websites, improve stickiness and provide an outstanding opportunity to showcase thought leadership. Our videos and webinars have been viewed by tens of thousands of agents, brokers, executives and owners.


Insurance Agency Marketing

Click here to learn more.

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Target.com Misses the Target – Completely

Posted on

December 7th, 2018


Target Customer ServiceYou may have heard the news, that Target was offering offer free two-day shipping on hundreds of thousands of items (no minimum order size), from November 1 to December 22 — to keep online customers from defecting to rivals like Amazon or Walmart. Thus, began my seemingly simple search to order two HP print cartridges from Target.com.

On Monday, November 26th at 12:43 PM EST, I received my order confirmation. With their prominently featured two-day shipping, I was hopeful the cartridges would arrive by Wednesday the 28th, but the confirmation said, “Arriving by Thu, Nov 29”. The 29th would work out fine, though my printer seemed to think it was Valentine’s Day, as it started printing mainly in pink hues.

On November 30th at 2:46 PM I received an email stating that my order had finally shipped, again featuring the “2-Day Shipping” mantra that I continued to read about. Using this UPS tracking number provided, I quickly checked on the shipping information. UPS expected the package to arrive on December 7th. I thought it must have been a mistake, as UPS has always shipped my Amazon packages in two days, without issue. The package arrived on Thursday, December 6th, ten days after the order was placed.

I tried to contact Target by calling their support line, but the 15-minute estimated wait time persuaded me otherwise. Then I sent in an online customer service form, and finally I tweeted to them. Unfortunately, none of these yielded a response. This experience, my first Target.com experience, reminds us that it is easy to promise and hard to deliver. It appeared the shipping was standard ground shipping as my order sat around in a myriad of locations on its lethargic quest to arrive at my front door. And the four day lag in processing the order seems like a lengthy delay when compared with other online retailers.

Will I order from Target.com again? That’s very unlikely, as Amazon has consistently delivered in 2-days, and in many cases, 36 hours. And Target’s customer service experience was really poor in this instance. Target.com missed the target completely, missing their opportunity to make a good first impression.

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5 Popular Insurance Marketing & Lead Generation Videos Viewed Over 40,000 Times

Posted on

October 16th, 2018


Insurance Agency Marketing - Insurance Agency Leads










These five insurance agency marketing and lead generation webinar and videos have been collectively viewed over 40,000 times. You can check out these popular and complimentary insurance marketing resources on demand, at your convenience:

·       Insurance Agency Marketing Plans: How to Insure the Success of Your Producers

·       2 Minute Sales Pro: The Elevator Pitch

·       Top 5 Insurance Agency Lead Generation Tips

·       2 Minute Sales Pro: Telesales Best Practices

·       Effective Insurance Marketing to Drive Leads & Growth

Whether you’re a $1 Million Agency trying to build your pipeline, or a $1 Billion Broker seeking assistance with a sophisticated Search Engine Optimization initiative, the insurance marketing experts at StartUpSelling can help. Reach out to us for a complimentary marketing and lead generation review.

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Creating Your Insurance Agency Website Resource Library

Posted on

September 17th, 2018


Insurance Agency MarketingYour insurance agency likely has valuable advice and content to offer, and probably wants to share at least some of these things with prospects and clients. If so, your agency should create a compelling insurance agency website resource library. Website resource libraries provide a great opportunity for businesses, by providing a cost-effective platform to share information which can attract prospects, and improve client retention.

What is a Website Resource Library?

Think of an Insurance Agency Website Resource Library as a content hub, consisting of documents, templates, resource links, digital tools, FAQs, marketing materials and other important information. The goal of this insurance content hub is to improve information sharing with employees, clients and prospects.

Types of Content in a Resource Library

There are hundreds of content types that might be offered in an Insurance Agency Website Resource Library, ranging from best practices recommendations to marketing collateral. Let’s review some of the more traditional content types that an insurance agency might offer in their library. These include, but are not limited to:

  • Best Practices relating to risk, damage prevention, healthcare compliance, etc.
  • Blog Posts
  • Case Studies
  • Claims Forms
  • Educational Articles
  • FAQs
  • Important Website Links
  • Infographics
  • Insurance Forms
  • News
  • Product Brochures
  • Regulatory Updates
  • Social Media Profiles (and Groups)
  • Videos and Recorded Webinars

These are just a few types of the content that can be shared with employees, clients and prospects. A website resource library allows insurance agencies and brokers to decide what they want shared, and helps them organize how they want to share.

Resource Library Organization

Resource libraries help agencies better organize all of their content. In some ways, it acts as a forcing function. By creating a central repository, it’s faster and easier for employees to locate and add content, as they know where to go to find the content, while making it easier to add or post content. Rather than searching through server folders, or visiting multiple pages across your website (assuming the content they need has even been posted), employees can find everything quickly, in one easy to search digital venue. For client specific content, or content that contains some of your “secret sauce”, you can require a password, for those specific files, or split your library between prospect (for general content) and client accessible content.

Benefits of a Resource Library

  • Allows the agency to showcase their expertise
  • Can be used to extend your brand
  • Easier to find, search and access information
  • Helps Producers access and share your marketing materials
  • Improved website stickiness
  • It can help you grow your opt-in email list
  • Makes it easy to share information on social media
  • Motivates agency employees to produce more, quality content

If your agency has not yet embarked upon an Insurance Website Resource Library, consider adding this initiative to next year’s marketing plan. Those agencies which lack the internal resources to create this library, can contact the insurance agency marketing team at StartUpSelling for a complimentary insurance web marketing review.

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Insurance Agency Marketing Video Library Surpasses 50,000 Views

Posted on

August 1st, 2018


sell-more-work-less - insurance email marketingThe StartUpSelling Insurance Agency Marketing Video Library is available to all insurance agencies, brokers and wholesalers. Our goal is to help agents/brokers sell more, and work less. Our insurance agency videos have been viewed by agents and brokers over 50,000 times, and are available at no cost though our website or YouTube channel: Insurance Marketing Webinars and Video Library

Some examples of recent videos include:

  • How to “Insure” the Success of Your Producers
  • Keeping Your Insurance Agency Website Current & Secure
  • Insurance Marketing CEO Answers Agency Marketing & Insurance Lead Gen Questions
  • Integrated Appointment Setting & Email Marketing for Trucking Insurance Agency Leads

Additional complimentary resources available to agencies and brokers are available here:

Join thousands of other agents and brokers who are benefiting from these complimentary insurance web marketing and lead generation resources. For more information call (518) 222-6392 for a complimentary insurance marketing and lead generation review, or visit http://www.StartUpSelling.com

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Beginning July 2018 Google will Mark all HTTP Sites as Not Secure

Posted on

July 13th, 2018


According to Google’s Online Security Blog, Google has been striving to achieve a more secure web by advocating the adoption of HTTPS encryption. Google and other major browsers have been marking HTTP sites as not secure using an icon indicator. Beginning this month, July 2018, the release of Chrome 68 will mark all HTTP sites as “not secure”, labeling the sites with that term, as shown below:

Google Not Secure SSL Warning







Earlier this year, Google posted the following progress with HTTPS (SSL):

  • Over 68% of Chrome traffic on both Android and Windows is now protected
  • Over 78% of Chrome traffic on both Chrome OS and Mac is now protected
  • 81 of the top 100 sites on the web use HTTPS by default

Google’s attempting to help all website visitors understand that all HTTP sites are not secure, and continue to move the web towards a secure HTTPS web.

There are many compelling reasons why insurance agency websites should move to SSL, including security, encryption and trust. In October 2017, Google said, “Passwords and credit cards are not the only types of data that should be private. Any type of data that users type into websites should not be accessible to others on the network, so starting in version 62 Chrome will show the ‘Not secure’ warning when users type data into HTTP sites. And eventually, we plan to show the “Not secure” warning for all HTTP pages, even outside Incognito mode.”

Why The SSL Push?

Sites that begin with “http:” are not SSL sites, and thus considered to be “not secure”. SSL sites all begin with https: and would look like this: https://startupselling.com. What is SSL? It is an acronym which stands for Secure Sockets Layer, a de facto standard used to establish an encrypted link between any web server and your browser. SSL helps ensure that the data communicated between a web server and a browser remains private.

Many people fail to understand that the information they transmit over the Internet, which in many instances is not encrypted, is passed through a series of servers (often referred to as hops), before it finally arrives at the intended destination. Any of those servers which transmit your information in this chain, can steal sensitive information such as passwords, credit card numbers or medical information. Sites that use SSL encrypt your data, making the information difficult to steal for everyone except the final destination server. This is important for increased security and to protect confidential information from hackers and identity thieves.

What is SSL Authentication?

SSL provides authentication in addition to data encryption.  For example, let’s say someone fills out an insurance quote request form. These often contain confidential information.  Any one of those interim servers could potentially hijack this confidential information. However, this security issue can be mitigated by using an SSL Certificate from an authorized SSL provider. SSL certificates are provided to verifiable websites, like your insurance agency website, after they have gone through several identity checks to prove they can be trusted.

Google and other major browsers are essentially mandating that insurance agencies and brokers will need to make the insurance websites SSL compliant. SSL certificates are inexpensive, ranging from free to $70 per year depending upon the hosting provider. If your agency has not yet converted your insurance agency website SSL, you should do so immediately. In the near future, clients and prospects may not be able to use your contact us, get a quote or certificate forms. Insurance agencies or brokers needing assistance updating their website or converting to SSL can reach out to the insurance agency marketing experts at StartUpSelling for a complimentary evaluation.

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Your Insurance Agency Elevator Pitch

Posted on

July 10th, 2018


You’re in an elevator with your ideal prospect. You have only 30 seconds to impress this executive before the door opens and the sale opportunity is lost forever.

  • Have you memorized your pitch?
  • Are you ready to launch into your pitch (it’s a short ride!)?
  • Can it be delivered in 30 seconds?
  • Do you convey enthusiasm during your delivery?
  • Are you offering something unique (everyone says they have great service)?
  • Do you finish with a Call To Action?

Craft a pitch that will open doors and generate interest, before that elevator door opens and your ideal prospect walks away. This Two Minute Elevator Pitch Video has been viewed by agencies almost 15,000 times. Check it out and keep working on your ideal pitch! And if you’re looking for insurance agency lead generation and insurance web marketing assistance, reach out to the experts at StartUpSelling for a complimentary review.

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Which POTUS has the Best Stock Market ROI?

Posted on

July 5th, 2018


Insurance Web Marketing

Which presidents and political parties delivered the best ROI relating to stock market performance? Generally speaking, stocks have done better when the POTUS is a Democrat, but has a Republican congress. These five recent presidents recorded triple-digit stock marketing increases during their presidential terms:

  • Bill Clinton (D) – 227%
  • Franklin Roosevelt (D) – 197%
  • Barak Obama (D) – 148%
  • Ronald Reagan (R) – 135%
  • Dwight Eisenhower (R) – 120%

In a recent Forbes article, the Trump administration was listed as having significant gains, but as of this writing was the 6th highest on the POTUS ROI list. That evens the split (at the moment), making the top 6 returns equally balanced between Democrat and Republican. Here are the annualized S&P returns for the last 15 presidents:

Insurance Agency Leads












However, if you’re not the POTUS but are still looking for compelling ROI, contact the expert team at StartUpSelling for customized marketing and lead generation programs to jump start your pipeline and improve close ratios.

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Alexa, I Thought You Were Off – Are You Still Listening?

Posted on

May 29th, 2018


Alexa - amazonAlexa, I thought you were off, are you still listening to me? No really, are you?!

In a May 25th NY Times article, Niraj Chokshi discussed a long time warning from privacy advocates, that smart home devices and virtual personal assistants can record and share our most private thoughts and conversations. “They’re always listening. They’re on the internet. But what happens when digital assistants like Alexa go rogue? Could they share our private conversations without our consent? Privacy advocates have long warned this could happen, and now it has.”

The story revolved around a woman in Portland, Oregon who told a television news station, that her Amazon Echo device had recorded her conversation then shared it with one of her husband’s employees in Seattle. Well that’s more than a little concerning! Amazon responded by saying that the “Echo woke up due to a word in background conversation sounding like “Alexa.” Then, the subsequent conversation was heard as a “send message” request. At which point, Alexa said out loud “To whom?” At which point, the background conversation was interpreted as a name in the customers contact list. Alexa then asked out loud, “[contact name], right?” Alexa then interpreted background conversation as “right”. As unlikely as this string of events is, we are evaluating options to make this case even less likely.”

Of course terms like unlikely and rare don’t really cut it when it comes to private and confidential personal information. The recording and distribution of confidential information takes this concern to an entirely new level. For those who remember, does this seem vaguely reminiscent of HAL (the HAL 9000 computer in 2001: A Space Odyssey). In this groundbreaking movie, HAL is an artificial intelligence computer which (or is it who) goes rogue and kills astronauts to protect itself.  And though I don’t think my Echo is out to get me (yet), there are things you can do to better protect your privacy.

On Amazon’s site, they offer a variety of Alexa history options and settings. You can view a transcript and listen to interactions with your Alexa device. You can delete specific or all recordings. Note that Amazon says that when you use an Alexa device, they keep the voice recordings associated with your account to improve the accuracy of the results provided. If you delete these recordings, it may degrade the use experience when using voice features.

To listen to your dialog history in the Alexa app:

  1. Go to the menu and select Settings.
  2. Scroll to the General section and select History.
  3. Select an interaction from the list, and then select the Play icon to listen to the interaction (note that this did not work for me when I tried it).

To delete individual recordings, select Delete voice recordings. This removes the audio files, as well as the Home screen cards related to that interaction. If you only want to remove a Home screen card in the Alexa app, find that card on the Home screen and select Remove card.

To delete all of your interactions:

  1. Go to Manage Your Content and Devices on the Amazon website.
  2. Select the Your Devices
  3. From the list of devices registered to your Amazon account, select your Alexa device.
  4. Select Manage voice recordings.
  5. Select Delete.

Of course, if you happen to want to splurge on some superfluous luxury item and are looking for a good scapegoat, everyone can now say, “I don’t know what happened, Alexa went rogue and ordered it!”

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Over 16,000 Views: How to “Insure” The Success of Your Producers

Posted on

May 20th, 2018


Interested in learning more about insurance agency lead generation? This popular insurance agency marketing and lead gen webinar has been viewed over 15,000 times. You can check it out here:

sell-more-work-less - insurance email marketing

How to “Insure” The Success of Your Producers

* Looking to upgrade your insurance agency marketing and lead gen programs?
* Need to create a comprehensive prospect email list?
* Trying to generate more in profile appointments for your producers?

Contact the insurance agency marketing and lead gen experts at StartUpSelling for a complimentary marketing review.

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Insurance Agency Lead Scoring

Posted on

April 17th, 2018


Prospect ScorecardWe speak with many insurance agencies which have not yet formalized a lead scoring system. This is a worthwhile endeavor for all agencies, and one which we recommend they revisit this every year while tracking the return on investment of their marketing programs.

What is lead scoring? It is a methodology used to rank prospects against a scale, and then assign a value to determine interest level and distribution. For example, let’s say a trucking insurance lead appointment arrives at your agency. This lead is with an owner of 15 power units, they use company drivers, and they are unhappy with their carrier. Perhaps your lead scoring system falls on a 1 to 10 scale, and this lead is scored an 8. What might receive a higher score? And what types of leads are outside of profile, and what score would they receive? Perhaps prospects need to score an 8 to appear on your  producer scorecards.

Is the lead distributed to producers by territory? Does your lead handling process vary by type of lead, product or prospect? For example, are commercial leads separated by large and small business, by industry or product? Are benefit leads parsed by groups over and under 50? And does your agency have a tracking system in place to determine how many leads showed for the appointment, moved into the pipeline, received quotes and ultimately convert into new business?

The Prospect Scorecard offers insurance agencies and producers a simple and easy way to qualify, track and rank top prospects. Salespeople, sales managers and other business people often refer to prospects in vague terms such as: new, warm, hot, cold, likely, qualified, etc. These terms do little to better understand a sales pipeline or convey likelihood of purchase to other members of the team. The Prospect Scorecard resolves this issue, simply, quickly and easily for any producer or agency. Prospect Scorecard benefits include:

  • Helps Producers create ideal attributes to form a buyer persona
  • Creates a simple numeric system to leverage your buyer persona
  • Assigns numeric values to rank your best prospects
  • Creates a simple qualification acronym to determine likelihood to close
  • Color codes prospects into Green, Yellow and Red categories, to quickly elucidate prospect status

 Creating A Prospect Scorecard

What does your perfect client look like? Create a Prospect Scorecard to quantify your approach to pipeline building. Some attributes of your ideal client might include revenue, growth rate, client type (business or consumer) and market niche. For example, are you targeting companies with $5m to $10m in revenue? Are your best prospects fast-growing firms (Inc. 500 list)? Are you selling to consumers?

If you’re selling to consumers, are they high net worth, middle income, younger or older? Are your prospects in a specific niche market such as banking, insurance, biotech, consulting, education, etc.? Create a Prospect Scorecard with your ideal attributes and a customized qualification abbreviation to help you determine if you’re selling to an in-profile prospect.

Insurance agencies and brokers seeking to get to the next level with their insurance marketing and lead generation can reach out the StartUpSelling marketing team for a complimentary insurance agency web marketing and lead generation review.

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How to “Insure” the Success of Your Producers Webinar – Over 16,000 Views

Posted on

January 23rd, 2018


Insurance Agency Videos

Check out this popular YouTube On-Demand Webinar which has over 16,000 views, and learn about insurance agency lead generation programs that can help “insure” the success of your producers!

StartUpSelling specializes in agency exclusive insurance marketing, web marketing and lead generation services. Our virtual model allows us to employ subject matter experts, licensed insurance agents and insurance marketing veterans throughout North America. Because we have no brick and mortar office expenses, we are able to deliver superior value to our clients. Contact StartUpSelling for a complimentary insurance agency marketing and lead gen review.

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