Today, it’s expected for your agency to be active in social media; just like 25 years ago you were expected to own a fax machine. Accordingly, many of today’s insurance buyers look for agencies on Facebook, LinkedIn, Pinterest, and Twitter. But what do you post? Read More...

On Twitter, it’s not easy for an agency to stand out on a long timeline of tweets. You are competing against hundreds, or even thousands, of others for the attention of the folks who follow you.

Fortunately, there is more to this medium than just 140 characters of text. It’s easy to add a photo (or any image in a photo file format) to your tweets, using Twitter’s built-in capability.

Do it to make your marketing messages visibly more interesting than those that exclusively employ text / links to further your brand awareness. Read More...

Every lost insured isn’t lost forever. Some do return to the fold. There’s a ton of reasons why ex-clients want to come back, ranging from unfulfilled promises to simple buyer’s remorse.

So, let your formers know they haven’t permanently burned their bridges with you by taking the first step towards reviving their account.

But act fast, because the longer your ex is insured elsewhere, the greater the odds they’ll stay that way. Here are four different approaches for enticing back your former clients... Read More...

Why go after new commercial lines accounts the same way most agents do? Don’t just ask for an opportunity to quote at renewal time in the same old boring manner.

Open your prospect’s door distinctively with any or all of our four commercial lines door opener sets (consisting of nine individual tools). Stand out from the crowd! Read More...

All consumers love discounts; they always have and always will. So, promote them creatively by self-publishing a PDF booklet entitled, “How to Save on Your Homeowners Insurance… A quick guide to popular homeowners policy discounts.”

It's easy. We predesigned the core of it for you. Its 10 pages include an attractive cover, an index, and a back page that encourages individuals to “Get every homeowners insurance discount to which you are entitled.” The inside pages highlight discounts on seven common credits: fire extinguishers, deadbolts, smoke and other alarms, the paid in full discount, the multi-policy credit, the mature person discount, plus new home and home renovation discounts. Read More...

Approaches for closing coverage gaps vary by urgency and by insured. For larger clients, your only viable choice is a personal call or visit. For others, it might be adequate to employ an attention-getting device such as a "Coverage Caution" insert.

This 5” x 8.5” document concentrates a client’s attention on a single concern. Its oversized photo and brief message informs clients about a specific uninsured exposure, a missing policy or endorsement, or other cautionary consideration.

Attached to a client mailing, physically, by email attachment, or as a Twitter "photo (after first converting it from a "doc" file to a "jpg")," they literally illustrate the fact that you have real concerns. Read More...

Agency Ideas® Marketing Projection / Planner™ software helps producers and managers to project marketing numbers and to author simplified personal and commercial lines action plans.  The planner requires Excel.

Every agency wants to write more business, but only some know how they are going to accomplish it. These offices develop detailed business plans that outline their future expectations, complete with marketing and sales sections that guide the overall process. The projections that result disclose how the agency expects to expand its book. They also reveal everyone’s individual roles in the process.

The perceived complexity of creating an agency plan is what stops many offices from building one. Others forego written predictions as a way to duck the disappointment associated with a missed sales goal. This way, if they avoid putting numbers down in writing, then any new sale appears to be an achievement. Thoughts like these tend to inhibit the overall planning process. It’s a major mistake to work without a blueprint. Ask any architect. Read More...

Now you can instantly download multiple tools and save money while doing it. In response to your requests, we have combined the tools within specific sections of this store to create a variety of “everything sets.” These sets include multiple tools in a single ZIP file at a deep discount over buying the tools individually. The “everything” packages presently available include... Read More...