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Evergreen Marketing Funnel For Insurance Agency!

Have you ever wondered how exactly you should get in more paying clients to your insurance agency? Converting unknown entities into customers is the entirety of a marketing funnel. Well, we’ve heard of various applications for regular businesses; however, does the same apply to an insurance agency as well? We have solutions to all your questions.

Do Insurance Agencies even need a Marketing Funnel Strategy?

The answer is “Yes!” Like every other business, an insurance agency also needs to generate high sales to generate big profits. A marketing funnel for insurance agency is nothing but a conversion mechanism – from prospects to the paying clients. An agent must look at each prospective client and the process of selling an insurance plan to him like a bunch of consecutive steps.

Make the right strategy but initially attempt to attract the prospective buyers. Once you have their attention, it comes to your sales pitch. An insurance agent must consider the fact that when buyers look at an insurance plan, they wish to feel a sense of security, trust, and information; and, this is before making a buying decision. Once you win over the client, the last part of the plan is the call-to-action.

If your marketing strategy doesn’t include these variables, you know where you’re losing the client.

What you mustn’t forget is that you must create measurable value for your potential clientele before you expect to engage them. The viewer needs to have a reason to visit your website, and so the website needs to a resource of information. To keep the visitor engaged, your website must display the unique offerings of your insurance agency.

Interested in the services provided by you, visitors may look to deal with your company or even share the information across. You need to lock in each visitor with the content they need.

A consumer knows authentic from the flake, and you might even be rewarded for it. Share your tips and solutions with the client making the whole deal personal, which leads the conversion into a long-lasting clientele. Converting online visitors to loyal clients may not be a day’s work, but its all part of the marketing funnel. Hence, an insurance agency requires a sales marketing funnel just as much as the next company.

It is easier said than done, right? Every business’ marketing funnel differs from the rest based on his target audience, offered product, marketing methods and competitors’ quotient. We have just the right method for you to create your customized marketing funnel suitable for the kind of venture you run.

Best Chatbot for Insurance Agency

Here’s How to Create your Customized Marketing Funnel for Insurance Agency?

The thing about the marketing funnel for insurance agency is that without a doubt the leads keep decreasing with every step. That’s why it’s called a funnel, isn’t it?. There could be multiple reasons for leads to not move forward but understanding those reasons and improving your marketing funnel is important. So your best bet is to lay out a bigger marketing net to reel in more leads than usual and convert most of the right fit prospects to customers.

Marketing Campaigns

In order to get people into your marketing funnel, you will need marketing campaigns/strategy. It could be Facebook ads, SEO, social media, giveaways, referrals etc but the trick is to pick one and test it.

Ever heard about the A/B strategy? Well, the strategy implies that you must try to advertise on two platforms A and B rather than A or B. Your visibility on more than one platforms leads to a doubling in lead generation. Both advertisements must lead to the same net though, i.e. the same website, that is an essential part of the play. Social media, billboards, call to action or sales letters and take your picks for the most effective strategy to attract your target audience.

5 Digital Marketing Strategies for Insurance Agencies That Actually Work

Awareness

Once a prospective customer responds to your marketing campaign next step is to make them familiar with your brand, business and in some cases yourself. You can achieve this via blog posts, ebooks, video tutorials, testimonials etc.

Insurance Email Marketing to Messenger Marketing

Acquisition

In this step, you try to get their contact details(email, phone number, social media connection etc) by offering them something valuable like a webinar, strategy session, guides, whitepaper etc.

Qualifying leads is an interesting process and it could be the first or second stage of your funnel. You can achieve this by asking certain questions when they are trying to sign up for your lead magnet. This will help you in determining if they are the right fit to pursue further or not.

Once you have a medium to reach out to customers you can start nurturing those leads via email campaigns, messenger marketing. One needs to ensure best offers on the table, better content delivery and arousal of the need of your product in the minds of the buyer to ensure a sale.

Activation

This stage comprises queries related to price, product, and deal offered by the company. To essentially convert a potential buyer to an actual client, this stage must go through smoothly. To avoid a last minute drop-out, you could turn this into a possible conversion by making the client a deal he can’t refuse. Leads converting to sales are a marketer’s fruit.

Retention

Happy customers refer to others hence it’s important that you make it easier for a customer to connect with you if needed. Try to get their feedback and determine if they are satisfied or not. You can also ask them for referrals and get new folks into your funnel.

Enhancing Customer Experience with Insurance Agency via chatbot

Measure and Improve Marketing Funnel

Once you have established marketing funnel you need to monitor conversion. This will help you in identifying leaks so that you can fix them on time and not burn your leads.

For example, if a lot of people are coming to your website but not signing up for your lead magnet then either you should change marketing campaign to attract right customers or change what you are offering as a lead magnet.

Conclusion

The journey of a marketing funnel begins at generating leads, followed by a careful qualification. If you wish for your sales to go through the roof, then lay down a foolproof marketing net; thereby, looping in more qualified leads than ever before. But don’t forget to deliver on what you promise while you loop them in!

Hopefully this article was useful to you and helped in learning something new. Please share it with anyone who may benefit from it.

If your business need a Chatbot please connect with us via messenger 🙂 or setup a quick demo via link below.

Setup your free Success call with our team and figure out how you can take your Insurance Agency to next level.

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