Topics: Agent Resources
Data is the key to any successful business, and having a database that is nimble and functional at all times is one of the best ways to ensure that your data is accurate at all times. But what kind of data does an independent insurance agent really need?
You need current contact information, up-to-date subscriber information, relevant business information, and you need a place to store all of those little extra details that help you retain your customers like birthdays, anniversaries, and vacation dates. This data will also help with your email and social media efforts, since you’ll have one place to store all of your relevant information and be able to export that data elsewhere as needed.
Making sure your website is easy to use is nearly as important as having a functional database. Without a website that is user-centric, you could find yourself on the back-burner for your most ideal clients. One key to having a great website is keeping the end-user (your client) at the forefront of your mind.
No matter what kind of business clients you’re targeting, social media is a great way to get your brand in front of your customers. Free to use, and simple to maintain, social media is a marketing tool no independent insurance agent should be without. Examples include Hootsuite and Buffer.
With a social media management tool, you can make a plan for your various social accounts and have them automatically post at a designated time. These tools are especially helpful at targeting millennials, who are emerging as major clients for agents targeting small and mid-size businesses.
When you’re choosing your marketing tools, be sure to choose those that can be as nimble and flexible as you are. If something isn’t working, switch to something that works better for your clients. You know your business best, and using analytics you’ll be able to see exactly what is and isn’t working.
Want to ramp up your agency growth? Check out 6 Effective Ways to Grow Your Insurance Agency’s Social Media Presence now. Then subscribe to our blog below to get more great content right in your inbox once a week.