Creating Your Insurance Marketing Plan

Having a plan is always the best way to get from point A to point B, but many people are intimidated when creating a business or marketing plan. It doesn’t have to be a complicated task. Think of it like a journey. In order to go on a trip, you have to know where you want to go, where you currently are, and the method of transportation. An insurance marketing plan is much similar.

Where Are You?

It’s not just knowing what your agency is currently doing, but having numbers for benchmarks. Know your sales, the number of clients, and your competitors. Make sure you know what you’re currently spending on marketing.

Where Do You Want to Be in a Year?

You need to think about your own company and where the market is going. Set goals for new sales. However, you want to look beyond just sales. Think about your opportunities, referrals, and service. Many companies overlook their staff when setting goals. Don’t forget to include them in your insurance marketing plan, because they are the ones who will help you reach your goals.

How Will You Reach Your Goals?

The nuts and bolts of your plan is the method you will use to reach the goals you set. You may choose to get help from a professional marketing firm to help you find new ways to get to where you want to go. Even if you had a car, you would probably fly to Hawaii. It’s okay to ask for help.

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