The Content Marketing Guide for Insurance Agents & Brokers

January 30, 2018

The Content Marketing Guide for Insurance Agents & Brokers

Every insurance agency or brokerage should leverage the power of content marketing. By now, you’ve no doubt encountered some of the impressive statistics telling you how effective content marketing is, or why content marketing is such a necessary part of a modern marketing strategy. It costs 62% less than traditional marketing. It makes you a […]

How to Use Facebook to Introduce Your Audience to Your Brand

January 23, 2018

How to Use Facebook to Introduce an Audience to Your...

Droves of insurance agents & brokers are flocking to social marketing to establish their brands, engage their clients and find new prospects for their business. With over 2 billion users visiting it every month, Facebook continues to be the premier social network. While many agents & brokers prefer the professional tone of LinkedIn, due to […]

4 Ways Insurance Agents Can Master Social Media Marketing

January 16, 2018

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 […]


January 10, 2018

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

January 9, 2018

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 […]

What Tyra Banks Can Teach Insurance Agents & Brokers About Branding

December 19, 2017

What Tyra Banks Can Teach Insurance Agents & Brokers About...

Tyra Banks is an international supermodel, a reality tv star, and a successful business owner. Now she is trying her hand at a new profession: Professor of Branding. She is co-teaching a class called The Art of Branding at Stanford’s Graduate School of Business. In a recent interview with USA Today, Tyra shared some of […]

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

December 12, 2017

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, […]


December 8, 2017

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

December 5, 2017

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, […]

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