WE MAKE YOUR MARKETING EFFORTS EASY

Marketing &
Innovation

We focus on creativity and digital marketing strategy. We strive for excellence and provide agents with one-on-one consultations, customizable marketing pieces, and no-cost tools needed to increase their marketing efforts.

We have developed an exclusive training program and the empowerment tools needed to ensure your marketing efforts provide you maximum return on investment.

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Email Marketing

We provide assistance with email marketing best practices, CAN-SPAM compliance, email marketing campaign consultations, guides, and much more.

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Website Development & Reviews

Our team provides website reviews and assistance, installing plug-ins, platform hosting migrations, and guidance for optimization best practices.

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Local Search Engine Optimization

Offering courses and consultations teaching you how to make an impact in your local marketing with geo-targeting via search engines.

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Creative & Design

Our talented team of designers ensure you stand out in the market. We help design your brand and create compliant, customizable direct mail and digital marketing pieces

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Training & Program Development

It’s imperative you create a marketing program that is unique to your business. We’ll help you navigate this process with the materials you need with a “train the trainer” approach.

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Marketing Analytics & Dashboard Development

Manage your program, strategy, and create a lead scoring system. We help provide tools and setup dashboards to ensure you’re monitoring your ROI.

MARKETING GUIDES & E-BOOKS

2020 Medicare Marketing Guidelines
2020 Agent’s Guide to Medicare & You
2020 Agent Marketing Catalog
Agency Building Program
Budget-Friendly Marketing Strategies
Client Retention Tools
Customer Behavior Trends
Email Marketing for Insurance Agents
Email Marketing: Increasing Your Mailing List Subscriptions
How to Build Effective Relationships with Prospects
How to Improve Customer Communication
How to Market on a Budget: Facebook
How to Market to Future Medicare Beneficiaries
How to Prevent the “I Want To Think About It” Objection
How to Prospect Like Your Competitors
How to Rebrand Yourself
How to Recruit New Producers
How to Run an Efficient Business
Market Research Guide for Agents & Agencies
Networking for Insurance Agents: Community Sponsorships
Presentations 101
Setting Up a Booth
Social Media Made Easy
Unexpected Skills to Boost Your Career
What to Do When Business is Slow
Why Insurance Agents Need Websites
Why Setting Goals Ensures Success
Why You Need a Digital Marketing Strategy
Why You Should Be Direct Mail Marketing
Why Your Portfolio Needs More Options

SELF-STUDY TRAINING COURSES

Social Media Marketing for Insurance Agents
Code of Ethics Development Course (Agency Building)
Culture Code Framework Course (Agency Building)
Prospecting for Insurance Agents
S.M.A.R.T. Goal Setting for Insurance Agents
Market Research for Insurance Agents
Word of Mouth Marketing
Using a Needs Analysis for Insurance Agents

Marketing & Innovation