Marketing Automation Systems
Your agency should invest in a sales and marketing automation system that creates a consistent contact, follow up and retention workflow for both your prospects and existing clients. By increasing the number of policies you close and retain the value of your business will increase. A few systems that you should look at include Velocify for lead management; AgencyBuzz for automated agency marketing follow up and retention via email, print and text message; and Insurance Website Builder for a fantastic insurance agency website so you can stand out.
Comparative Rating Sales Systems
A comparative rater is more than a tool to get insurance rates from multiple companies at once. It is an intimate part of the sales process. Beyond allowing you to quickly rate a risk, your rater should also integrate with your lead and marketing systems. As you work the prospect through the sales process, your comparative rating system needs to communicate to the prospect, keeping her in the loop about the policy you have quoted. It should also collect valuable marketing, sales, and process tracking information to better sell policies and train and manage your producers.
Agency Management System
How often do you get a request from a client that requires you to look up some information in your insurance client management system? Rarely. Then why do you spend so much money on it? Data.
While looking up current clients is great, your agency management system is a wealth of information waiting you to mine it. For example, your management system should contain every prospect, client and lost client you have ever worked with. Why not reach back out to them? Many agencies have hired a person to reach out to these old contacts and re-engage them with the agency. What about developing a better understanding of your client/carrier performance? What is your retention by carrier? Which ones perform? Which ones don’t?
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1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482