Site loading image


Four Tips on How to Promote Your Life Insurance Brokerage

Oct 26, 2011 2 Minute Read

Growing a life insurance brokerage is a challenge faced by many agents. In order to do so, one must capture quality leads, run effective marketing campaigns, remain top of mind with existing customers and engage prospective clientele. This seemingly endless list of tasks could keep you working around the clock. This is why we have developed the four tips to effectively growing your life insurance brokerage.

Create a Marketing Calendar

Though many life insurance brokerages would claim to have an active marketing campaign, most do not disseminate materials with any type of regularity. This is why it is so important to create a marketing calendar, and to plan your marketing campaigns at least 6 months ahead.  In doing so, you will be better able to meet deadlines for your campaigns, but more importantly, this gives you a way to create a steady message flow that engages your customers.   Think of it like a course syllabus. You are presenting a series of related information in a manner that your audience, aka your students, is most likely to grasp. This will create cohesion, and deepen your customer’s awareness of your offering.  Once you plan ahead and set up your marketing calendar with newsletters, emails and advertising, you can dedicate more time to business development.

Include a Call to Action in All Materials

All too often insurance brokerages create marketing materials and campaigns but forget one very important element, a call to action. Selecting a clear and concise call to action is important. Whether your goal is to encourage customers to call, make a purchase, request information or fill out a lead form, your marketing materials should reflect this. Finally, make sure your audience understands how or why they should complete this action. In keeping your messaging short and simple, your audience will be more likely to respond. If you are unsure as to what your call to action is, make sure you make a decision before preparing any materials.

Follow Up 

The old fashioned follow up is often forgotten. After sending out an email blast, a newsletter, a mailer or any campaign, reach out to the recipients. Asking them if they received your recent marketing piece is a great way to bring potential customers into a conversation.

Ask for Referrals

Finally, requesting referrals from your customer base is perhaps one of the most effective ways to promote your business. Be sure to ask for referrals in marketing materials and when speaking with clients.  You may be surprised to learn just how willing your customers will be to refer your service to friends and family.

By following these simple steps, you will be successfully promoting your life insurance brokerage and engaging customers like never before. Have questions? Please feel free to reach out to us directly at 1-800-648-9504.