GET THE MOST OUT OF ATTRACTTM

Use this checklist to optimize every aspect of your subscription.


Optimize Your Website

Launch Your Website

Your website acts as a home base for all your marketing activity.

Create a Team Page on your website

A great about us / team bios page helps clients and prospects connect with you.

Set up Google Analytics to monitor your website traffic

Complete this step to view, measure, and analyze your web performance.

Use "Google My Business."

This step helps you connect with customers across Google’s Search and Map products.

Set up Local Search

Automatically scan, locate, and claim your existing business listings to keep your information updated and visible.

Optimize Your Communication Tools

Set up Curator.™

Using Curator will allow you to put powerful Artificial Intelligence to work selecting prescreened, compliance friendly articles to automatically share on social media.

Upload your contacts.

Completing this step will allow you to send email and stay in touch with your clients. Make sure you include mailing addresses in case you want to send print mail (yes, we do that, too!).

Connect all of your social media accounts.*

Connecting your accounts will allow you to easily share our content online.

Customize your email template with your branding and logo.*

This step will strengthen your brand and keep you top of mind with every email.

Select 8-10 of your favorite pieces from the content library

Earmark the content pieces you’ll send to your clients most often.

Add birthdays for all of your contacts

Deepen client relationships with friendly, automated birthday greetings.

Add a lead generation section to your homepage

This section lets you convert more of your website visitors into qualified leads.

Optimize Your Campaigns

Activate the Video of the Month campaign

Maintain client engagement with an automatically-sent video every month.

Activate the Social Foundation campaign.*

Pre-written social sequences help you build a strong presence on social media.

Activate the Happy Birthday campaign

Never miss a client’s birthday again, thanks to this automated campaign.

Activate the Holiday campaign

Show your clients that you care and keep in touch throughout the year.

Activate the Referral campaign

Effortlessly gather new leads from your most loyal clients.

Search Engine Optimization

Set up SEO Foundations.*

Take advantage of next-level Search Engine Optimization to ensure that search engines quickly determine your website’s relevance thanks to expert content, blogging, and back-linking engineered to get you noticed.

Set up Pay Per Click (PPC) advertising.*

Use paid advertising campaigns to help you strategically dominate the categories that keep you top of mind and (literally) at the top of search results.



*Dependent on package level and services purchased. To learn more, call (800) 606-0477 or email us at grow@agencyrevolution.com

Trusted Agency Service & Support

Our dedicated support team knows the insurance industry and is available to make sure you’re getting the most out of your Agency Revolution solutions. Anytime you have a question, please don’t hesitate to reach us by phone, chat or email!

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