4 Ways Insurance Agents Can Master Social Media Marketing

4 Ways Insurance Agents Can Master Social Media Marketing

The Key to Being Successful is Figuring Out When You’re Winning Many insurance agents treat social media marketing like dieting: They know they should do it. About once a year they get motivated to try it (again). When they don’t see results, they’re quick to give it up. Without seeing progress, it’s right back to […]


A Fresh Perspective on Your Campaigns

We’ve made it easier to find and access the campaigns in your Connect™ toolkit that are currently active, and those you’re still working on to customize to your needs. Within the campaigns themselves, it’s now easier to edit specific sequences, categorize your communications, and quickly identify the status of each sequence. Your Main Campaigns Page […]

How to Angle Your Marketing to Capture Your Prospects

How to Angle Your Marketing to Capture Your Prospects

Even if you offer the world’s best service, you need to establish trust and rapport with a prospect before you convert them to a customer. An effective way to look at this process is to compare it with sport fishing. Tug too aggressively after the first nibble, and the fish will swim away. It takes […]

Have you tried some of these lesser-known marketing tricks?

Have You Tried Some of These Lesser-Known Marketing Tricks?

Marketing is all about getting the right content, to the right person, at the right time. Part of any successful marketing plan is making sure you have a variety of techniques and avenues to help promote your business and stay ahead of the competition. While you may have your tried and true campaigns and content, […]


Revolutionizing Connect™ Messaging

Connect™ has turned your AMS or BMS into a communication machine, allowing you to automatically send emails, postcards, and text messages based on activity in your management system. Until now, you’ve only been able to build these automatic communications in the “Campaigns” tab, without the ability to schedule one-off messages to your contacts. We’ve heard […]

4 Ways Insurance Agents & Brokers can Keep Communications Going with Clients

4 ways insurance agents can keep communications going with clients

It’s time to poke the bear When it comes to maintaining ongoing communications with their customers, many independent insurance agents and brokers are as reticent to start sending out emails as they would be to poke a sleeping bear. “They’re already customers,” they think. “If I email them, they might remember they’re paying for insurance, […]

Brand Positioning: Map Your Service Features to Client Benefits

Brand Positioning: Map Your Service Features to Client Benefits

Branding is too often thought of as simply the design that accompanies your business assets like websites and business cards In reality, it is so much more than that. The core of your brand is defined by the way that your service offering fits into the lives of your clients. The way to establish that […]

The value of creating an impactful slogan for independent insurance agencies & brokerages

The Value of Creating an Impactful Slogan

Once you have gone through the steps of defining who your ideal client is… Along with clarifying your own areas of expertise, the next critical step is coming up with a powerful slogan for your business. Here are three important aspects essential for creating a slogan that will raise visibility, increase credibility and consistently attract […]