Let's get back to basics. Producers need to have a well-rehearsed elevator pitch and digital collateral to engage and captivate their prospects. These essential items below may seem inherently obvious, but it is with great frequency that I find agents missing at least one of the critical sales and marketing components.
Something to say:
Have a professional, targeted, elevator pitch
and call script.
Something to send:
Send a prompt and professional Outlook invitation for a conference call/Web meeting, preferably leveraging your insurance agency value proposition and digital collateral (branded agency overview, for example).
Something to see:
Provide an up-to-date website, video or recorded webinar.
Something to share:
Use digital collateral to augment your prospects' experience and share it (using insurance agency social media marketing). For example: branded agency overview, client success stories, recorded webinars
, video blogs, online articles and relevant, original blogs.
See also: Insurance agent sales and marketing key performance indicators
Agents lacking the time or resources to create consistent and professional content and insurance agency marketing materials can outsource some or all of these initiatives to an insurance agency marketing firm.