Begin educating buyers through marketing activities well before the sales meeting ever happens, and your sales improve. It’s a simple idea.

Getting marketing right? Not so simple.

Good marketing requires preparation and a lot of work before doing any activities, and quite frankly, that’s not something agencies do very often or well.

Whether you like it or not, marketing is the first step of the modern selling process. The first face-to-face meeting between buyer and salesperson is so far down the buyer’s journey of researching options that waiting until that meeting to influence the buyer puts you in a weak and reactionary position.

If you take the time and put in the effort, you can dominate your market (simply because most people won’t do it). For those of you not afraid of hard work, read my first article on how to develop your insurance agency marketing platform, and continue reading this article to see how to shape up and plan your marketing program.

Agency marketing platform3-Aug-01-2022-06-47-29-12-PM

There are so many different marketing activities you can pursue as a business. Our experience says that right now, these are the most important ways to spend your time building momentum for your insurance agency with these must-do marketing activities. As you read through the ideas below, you’ll see that not only do we have the key suggested activities outlined, but we’ve even divided them into phases to help you organize your efforts.

Phase I: Marketing base

Every agency needs Phase I as the foundation of a marketing program, so start here and grow into other phases as needed. If you don’t get Phase I right, working on the others will be a wasted effort.

Marketing Activity #1
Client communications

Regularly send practical tools and information to your clients to help them do their jobs better today. This is information you typically get from third-party content providers with information about wellness, HR, and compliance.

Marketing Activity #2

Every agency needs a modern, mobile-friendly website with descriptive text based on your core company messaging:

  • Why you’re in business
  • Who you work with
  • How you work
  • What you offer
  • Who is on your team

The website's purpose should be to validate your message and let people get to know you as an organization and not simply the products you offer.

Marketing Activity #3

Everyone on your team should have a filled-in LinkedIn profile with descriptive text based on your company messaging. Everyone should be connected with one another in your agency and connected to your company page, which is also written based on your messaging ideas. This allows readers to see everyone who is a part of your company, the breadth of skills and talent on your team, and that you are a modern organization that recognizes the power of transparency and sharing online.

The goal of Phase I is to have basic-level communications with your key audiences – clients and prospects. These are minimum expectations that any employer should see from a broker. If you can’t get this organized, you shouldn’t expect anyone to think you’d be capable of more sophisticated communication efforts.

Phase II: Engaging with audience

In Phase II, you move from being fairly passive with your communication to being more proactive. Here, you commit to carving out regular time to provide educational information to your audience and share your ideas and opinions across multiple mediums.

  • Website: Step up your website commitment. Share ideas via a blog and collect email addresses from prospects for regular mailing.
  • LinkedIn:  Step up your LinkedIn activity and become a participant by sharing ideas and liking/commenting on articles, updates, or groups.
Marketing Activity #4

It’s time to get comfortable publicly expressing your ideas and opinions. If you’re not used to writing, start small by writing two-three sentences when sharing articles and ideas on LinkedIn updates. As you get comfortable, you can work your way up to writing blog posts/articles.

Marketing Activity #5

This is also about being comfortable communicating your ideas publicly. This can vary greatly from hosting seminars where you bring in an outside speaker, to organizing round table discussions where you facilitate a conversation, to creating educational presentations.

Phase II is great for individual producers to develop their brand. It also works well for single-producer agencies with limited resources who only need to write a handful of new accounts each year. This is also good for engaging your whole team in marketing efforts.

Phase III: Influencing audience

This is the phase where you go all in and make an organizational commitment to marketing. Here you’re moving from sharing information and engaging with your audience a little bit to influencing their behaviors through your more proactive and organized activities. It includes Phase I and II, plus:

  • Step up all activities: Everything from Phase I and II should become part of an organized and coordinated company strategic effort, including content publishing and calls-to-action to influence reader behaviors.
Marketing Activity #6
Educational Prospect Emails

We save regular prospect emails for the end because it’s a big commitment. You need to be comfortable expressing your ideas and opinions in public and have systems for creating content to share with your audience. Through these emails, you want to share relevant content delivered to an opt-in list of prospective clients and your current clients. This will never work if you’re not comfortable with your brand message, expressing opinions, and creating content.

In Phase III, marketing becomes a full-time commitment. You need either a full-time marketing manager, an outside marketing firm or a combination of in-house and outsourced to organize and manage your marketing program. You should also budget for an automated marketing platform to manage all of the work to be done, whether you are doing the work in-house or working with an outside marketing firm.

Put marketing into perspective to make your commitment 

Marketing Platform + Marketing Phase graphics

Effective marketing requires a long-term commitment. Evaluate your resources and determine the people and financial investment you need and are willing to make. If you’re not going to invest both time and money into marketing efforts, choose Phase I and do it well. That’s just fine. If you start Phase II or III and don’t stick with the program, it’s going to do you more harm than good.

And you need to recognize and appreciate the role that marketing plays within the sales process. Marketing activities alone will not get you new business with the complex work that benefits consultants do. But the efforts will set your salespeople up for more successful conversations when given the opportunity to meet face-to-face.

Regardless of how much marketing you commit to doing, it does not preclude your sales team from prospecting. They still need to focus on filling the pipeline on a daily/weekly basis. That is why they get paid so well. Marketing is there to support and enhance their prospecting efforts.

  • Marketing is for generating mid-to-long range pipeline activity. It’s great for developing a brand and moving buyers toward you, but it takes time to build the momentum of having prospects calling you to set up appointments.
  • Sales prospecting is for generating immediate pipeline activity. This includes asking for referrals from clients and centers of influence, cold calling/emails, and networking. Don’t use marketing as an excuse to NOT prospect.

Stop falling for “opportunities” and stick to your program

There are hundreds of “opportunities” for you to pursue in marketing activities. There are also hundreds of ways to waste time and money. We’ve worked with and watched so many agencies start and stop various marketing efforts over the years, and very few ever get it right.

To help you avoid that frustration and skip right to the “making progress” part of marketing, we’ve narrowed down those options for you in this article. Select the Phase that best matches your needs and get started today. Keep your head down and focus on these activities every day, and you will begin to see buyers become more and more interested in what you have to say.

Marketing is no longer optional

Make no mistake: Marketing is no longer optional. The days of depending on carriers (or simply product needs) to create demand are over. All brokers must compete on the value they deliver, and you need effective marketing to tell your story and dispel the stereotype dumped on you by employers. Don’t leave it up to employers to make assumptions about who you are and what you do.

"No marketing, no meetings" will become more and more real for anyone competing to win the business of an employer looking to hire a benefits advisor. 


This article was originally published here and has been edited to include needed and updated information. 

Defining Your Business Brand 


Content provided by Q4intelligence and partners