5 Tips for Agents to Prepare for the Medicare AEP

Investing your time and energy into selling Medicare products is worth it for new agents or agents looking to expand their product portfolios. But it is exactly that: an investment. And now that the Medicare AEP is approaching, you’ll be heading into one of the most stressful times of the year, because these 8 weeks will be spent nonstop both servicing your current clients and helping new ones. But as overwhelming as this time can feel, it’s a huge opportunity for Medicare agents to make more commissions. So, as we approach the AEP, follow these tips to help you organize and prepare, so you can provide the best service possible and lighten your load.

1. Personalize Your Approachperson in a suit with hands around a person

There’s nothing wrong with having a big client list – after all, that’s most agents’ goal! But don’t let your desire to acquire new customers and grow your book get in the way of offering personalized service. As the AEP approaches, make a conscious effort to remind your existing customers that you are personally available to each of them. Whether you have 50 clients or 500, there are ways of personalizing your approach more, like:

  • Using your customer’s name in all correspondences
  • Knowing their history
  • Sending them personalized messages
  • Rewarding loyal customers
  • Personalizing your website
  • Humanizing your brand by connecting and sympathizing with customers and their needs.

2. Hire Help

If you’re finding it too overwhelming to keep up with your large client base during the AEP, don’t be afraid to seek out some help. You can hire seasonal help for just the AEP, who can do some of the grunt work by making comparisons, calling clients, gathering information needed to run a comparison, and more.

3. Use a CRM

A CRM is a great way to easily keep information about your clients at your fingertips. CRMs can be very handy because, for example, you can easily run a report to single out clients whose plans are going to change this fall. You can then speak to them about the changes and begin searching for different options for them.

4. Create an Online Scheduling Systemlaptop with a schedule on it

Try giving your clients the chance to schedule their appointment with you online. This way they’ll be able to find the best available time for them, and won’t have to be bombarded by calls from you suggesting dates (so you’ll save time, as well). You can integrate an online scheduling system with your calendar to make sure that you’re available at the list of times. For this, consider using scheduling apps like Calendly and Acuity.

5. Use Pre-Made Marketing Materials

If you’d like to ramp up your marketing as the AEP approaches, but aren’t sure where to start, or if you don’t have a lot of extra money, try heading online and checking out some pre-made marketing materials, as well as guidance on how to incorporate this type of marketing into your strategy. There are marketing kits and templates available that you can use to save time and money while getting your name out there.

Looking For Leads?

The Medicare AEP is a busy time for a lot of agents who sell Medicare products, but if you’re still looking to build your client list, come to Benepath! Working with Benepath means you’ll be able to free up more of your time and increase your sales. We offer you real-time exclusive leads who are warmed up and ready to purchase an insurance plan. You just have to provide us with the days and times that you’re available so that we can send you live transfer calls during your specific hours.

In short, we do all the work for you, finding you pre-qualified leads and simply passing them off to you to make the sale. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available! To get more information, fill out the form below or call 866-368-0377.

What is Trigger Marketing?

Anybody who owns a business knows that marketing is very important to growing that business. But it might take a little more thought to determine exactly what kind of marketing will work best for your business. There are so many ways for an independent agent to market their business, and it can be overwhelming to research all of them. But we’ve got a tip for you: try trigger marketing. It might just help you to stand out from your competition! Not sure what it is, or how to use it? We’ve got all the info below, so read on to find out how and why you should utilize trigger marketing for your business.

Trigger Marketing

online survey
Triggered marketing focuses on when a customer makes contact with your business such as filling out an online form.

Trigger marketing is an email marketing tactic that uses automatically triggered communications based on specific events in a customer’s life, or at specific points in your relationship. For example, trigger email, or behavior or transactional email, is an automated email that is automatically sent when a subscriber takes a particular action or engages with your company.

The events that you can choose to trigger emails can include when a customer:

  • Fills out a form
  • Opens an email from you
  • Views your page
  • Interacts with your chat-box
  • Signs up for an event or list

Trigger emails are especially helpful for use with new clients: you can trigger a sequence of welcome emails that will help to nurture your new lead. Or, you can use trigger emails to try to win lost customers back. The great thing about trigger marketing is that it can be set up to run continuously, which will produce results, and save you time.

Benefits Of Trigger Marketing

Using trigger marketing can have a lot of benefits for your agency, like:

  • Trigger emails generate 4x more revenue and 18x greater profit than regular emails, according to Forrester Research.
  • Additionally, triggered emails have been found to contribute over 30% of overall email revenue.
  • Trigger marketing helps build relationships with customers, because it allows them to feel seen.
  • You’ll be able to nurture your leads efficiently, pushing them further along in their journey with your business
  • You’ll increase customer retention when you send automated emails to customers who have already worked with you, since you’ll be encouraging repeat purchases and building long-term relationships.
  • You’ll end up with fewer complaints and fewer opt-outs when you have triggered emails, which ensure customers receive regular communication from you.
  • Your messages will always be timely and customer-focused, which generates more value for your customers.
  • You will also save time, which will allow you to focus on other things in your business.

How To Use Trigger Marketingsea of people in different colors of black, red and white

If you want to utilize trigger marketing, you’ll first need to understand who you’re targeting. Once you know what kind of customers you’re trying to connect with, you’ll be able to understand their problems and motivations.

Next, you will need to define your triggering events so that you can automate your system to respond to these events. You’ll need to create a variety of correspondences that align with these events. You can update a customer’s profile, add the customer to a list, categorize the customer, and then see what kind of marketing will suit them. For example, if someone visits your web page, you can have a triggered email sent to them with more related content, so that they can get more of what they’re looking for from you specifically.

One important thing to note is that you need to ensure you are personalizing your messages, because customers want you to feel like you care about them and that you’re making an effort to reach out to them personally. You can personalize automated messages using customers’ names when addressing them, and then identify where they are on their journey with you, so they don’t feel like you’re sending them spam.

Looking For Leads?

If you’re still looking to build your client list, come to Benepath! Working with Benepath means you’ll be able to free up more of your time and increase your sales. We offer you real-time exclusive leads who are warmed up and ready to purchase an insurance plan. You just have to provide us with the days and times you are available so that we can send you to live transfer calls during your specific hours.

In short, we do all the work for you, finding you pre-qualified leads and simply passing them off to you to make the sale. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available! To get more information, fill out the form below or call 866-368-0377.

Inside Reality Versus Outside Perception

So, why should customers choose your agency over another? You know the answer to that question: because you’re great at what you do, right? But that’s just the inside reality of your business. That’s not what leads see right away; they have an outside perception of your business, which might be different from what you think it is. It’s important to know the difference between the inside reality and outside perception of your agency, since understanding this will help your business grow even more.

Inside Realitybrain with many words throughout it

The inside reality of your business is basically who you are and how good you are at providing your service. It’s also how you perceive your business – and you might simply assume that you are doing a great job, and have loyal and happy customers, and that’s enough. But take a good, hard look at your business: if your inside reality is not matching up to the amount of business you’re doing, you have some work to do.

Even if you are meeting your customers’ needs, it doesn’t mean that other customers are going to instantly come to you or seek out your business. You still have to market your business with the outside perception in mind, and not just rely on happy customers and their word of mouth.

Outside Perception

This is how your business is perceived or viewed by the outside world, especially customers and prospects, based on their interactions with you and your business. They will form this outside perception based on their past experiences with you, and on the ways you communicate with them, as well.

And remember: you can have great customer service, and your current customers might love you, but that doesn’t mean you have a strong outside perception. You still need to be able to communicate your positive inside reality to those on the outside.

What You Can Do

If you don’t communicate your inside reality in an effective enough way to influence your outside reality, people will perceive that you are no better or worse than any other agent. This is why marketing is very important. So, how can you begin boosting your outside perception?

hands with different pictures around it
You need to figure out your customer touchpoints and see how people are coming to you in the first place.

The first thing you should do is figure out your customer touchpoints and see how people are coming to you in the first place. Then you can determine the best course of action when it comes to marketing, so you can get leads and customers to know, like, trust, buy from, and refer you to others.

A great way to do this is to get on social media and show how you can help solve their problems and provide answers to their questions. Get on multiple platforms, and be as active as you can. Once you’ve established yourself there, then you’ll be in a better position to show that you’re the best and can offer the best value around.

Your social media accounts should also refer people to your website, which can be a big boost to your outside perception. So, take a look at your website and see if there are ways you can improve it. Use this space to show what makes you unique, and how prospects should judge what you can offer them. Consider how you provide value in ways that other agents might not.

Remember, though, there has to be a balance between focusing on working on your inside reality and marketing your outside perception, because if you spend too much time on the latter, it will seem like you are being fake, pushy, or selling a lie about how great you are. On the other hand, if you focus too much on inside reality and don’t know how to market yourself properly, you will be setting yourself up for failure.

Looking For Leads?

Marketing is crucial when it comes to growing your agency, and so is building your customer list. And what better way to do this than by getting hand-delivered, ready-to-buy leads from Benepath? When you work with Benepath, receiving reliable, exclusive leads is the easy part.

We provide real-time leads through a secured process and give you a customized thank-you page so your leads will be ready for your call. This thank-you page assures leads that they won’t be bounced around between agents and gives them a feeling of connection with you right from the start. We offer the leads, and, while it is up to you to properly nurture your leads, we’ll be behind you every step of the way. You’ll find, though, that our leads don’t need much nurturing because they are ready to speak with you and buy your product! But if they do need some nurturing, follow the effective ways mentioned above to seal the deal. To get more information, fill out the form below or call 866-368-0377.

The 3 Stages of The Conversion Process

Marketing is the key to a business’s success. It’s how you reach your audience, and how you guide the entire customer journey from beginning to end. But marketing is not just about getting the word out there, it’s about communicating and developing relationships with consumers. And that’s no simple thing: in fact, some businesses struggle with how to target leads, attract the right kind of people to their business, and guide them through the conversion process. But don’t worry: if you’re up on the main stages of the conversion process, and know what to do every step of the way, you’ll be able to attract leads and successfully navigate them through to becoming loyal customers.

1. The Awareness Stage

website page
Create a landing page or infographic that introduces your brand, service, or product to new visitors.

This stage is considered the top of the marketing funnel. During this stage, you need to get your lead’s attention, and the best way to do this is to provide a solution to a problem in the insurance market. This will help to get their attention, help them become aware of your business, and help them to associate it with positive emotions like trust and confidence.

During this stage you can:

  • Create a landing page or infographic that introduces your brand, service, or product to new visitors.
  • Share a post on social media that highlights your unique selling proposition.
  • Use paid ads on social media and in podcasts that are relevant to your target audience.

2. The Consideration Stage

The consideration stage is the middle of the sales funnel, and is the time when a prospect is looking into their insurance options, and also considering if they should work with you. At this stage, you should try to build trust by answering questions, so you can guide your leads further through the funnel. It’s still a little early for them to settle on you, but if you got their attention during the awareness stage, they’re thinking about choosing you.

So how can you persuade them? Try sharing specific details about three ways you can help them, direct them to the right insurance plan for them, and show them how you can find them quotes in just a few minutes. You can also:

  • Write a how-to guide or article that answers questions and eliminates any doubts that potential customers may experience.
  • Share social proof, like customer reviews and testimonies, to build even more trust.

3. The Conversion Stage

paper with charts on it
Making feature and price comparison charts easy to access and understand.

Now the prospect is at the bottom of the funnel, has decided that they want more details and information on the insurance you offer, and is considering becoming your customer.

During this stage, consider:

  • Making feature and price comparison charts easy to access and understand.
  • Sending email marketing campaigns and using on-site surveys.

Need Help Finding Leads?

One of the most important things you’ll need to focus on for your business is guiding leads through the conversion process, but before you can start doing that, you need leads that are qualified and ready to be converted! And what better way to find leads like this than by getting hand-delivered, ready-to-buy leads from Benepath? When you work with Benepath, receiving reliable, exclusive leads is the easy part.

We provide real-time leads through a secured process and give you a customized thank-you page so your leads will be ready for your call. This thank-you page assures leads that they won’t be bounced around between agents and gives them a feeling of connection with you right from the start. We offer the leads, and, while it is up to you to properly nurture your leads, we’ll be behind you every step of the way. You’ll find, though, that our leads don’t need much nurturing because they are ready to speak with you and buy your product! But if they do need some nurturing, follow the effective ways mentioned above to seal the deal. To get more information, fill out the form below or call 866-368-0377.

The Insurance Agent’s Guide to Cross-Selling

Cross-selling is a great way to help your business grow, while helping your clients with their insurance needs at the same time. It’s a win-win! But some agents might hesitate to cross-sell, thinking that their efforts will backfire and that they might seem pushy.

Consider this: according to one study, 60% of insurance consumers feel like their insurance agents don’t offer any value after the initial policy purchase – and cross-selling can be a way to offer more value to them. Think of it as a way to reach out to your customers, and remind them that you can continuously help protect them and their assets.

So the question is: how do you successfully cross-sell to them?

Cross-Selling Strategies

First and foremost, it’s important to know who you should try to cross-sell to. It would be useless (and possibly detrimental) to simply email everyone in your system; rather, you will have to narrow down your customer list to those who already have specific policies, and personalize communications with specific customers based on what would add value to their life. For example, do you have a customer who currently owns a business? Consider offering them commercial insurance, and ask if they will need personal health insurance for their family or group insurance for their employees.

What else do you need to keep in mind? The following strategies can help you successfully cross-sell:thw word when made out of questions

  • Learn when to cross-sell- Never try to cross-sell during an initial sale. Instead, just plant your seed, and help them with the initial product they were interested in.
  • Establish relationships- When you interact with your clients, remember to make notes, so you can remember anything they mention that might mean they’ll need other types of insurance down the road.
  • Use email marketing effectively- Create a series of emails that you can send to clients with informative content that will keep you in mind in case they need more insurance. Include a call-to-action in these emails so they can reach out for help when they are ready. These emails are just meant to emphasize that you are a valuable resource for advice and information, so specific policies shouldn’t be mentioned until the final email.

Showing Your Value

Great agents know that it is all about showing their value to leads and customers. You need to show that you are an expert, not only when it comes to explaining insurance and giving them access to the best policies, but also when it comes to protecting their needs and interests. Remind your customers that you are there to make their lives easier and better. You can do this with regular communication, so you can keep up with what’s going on in their lives and know how you can help. Remember to use emails that are personalized to their needs, and to call them regularly, not just when it’s time to renew their plans.

Looking For Leads?magnifying glass over colorful group of people

Cross-selling is a great way to build your business, but before you can do that, you need to build your customer list. And what better way to do this than by getting hand-delivered, ready-to-buy leads from Benepath? When you work with Benepath, receiving reliable, exclusive leads is the easy part.

We provide real-time leads through a secured process and give you a customized thank-you page so your leads will be ready for your call. This thank-you page assures leads that they won’t be bounced around between agents and gives them a feeling of connection with you right from the start. We offer the leads, and while it is up to you to properly nurture your leads, we’ll be behind you every step of the way. You’ll find, though, that our leads don’t need much nurturing because they are ready to speak with you and buy your product! To get more information, fill out the form below or call 866-368-0377.

Increase Retention with Relationship Marketing Strategies

Converting a lead into a customer is great, but you can’t stop there: you’ve also got to turn that customer into a customer for life. And you can do this if you keep your relationship with them going by using relationship marketing strategies. Relationship marketing is not just about messaging customers when it comes to renewal time, or even about remembering their birthdays. This type of marketing involves a continuing effort to provide a unique experience for each of your customers, so that they can be assets to you for many years to come, buying more of your products and referring you to others.

Why Focus On Existing Customers?

magnifying glass over characters in different colors
Existing customers are 50% more likely to try new services, and they spend around 31% more than new customer/

Is it really more important to focus on developing relationships with existing clients than to look for new leads? Well, consider this: the probability of selling to a new prospect is just 5-20%, while the probability of selling to an existing customer is 60 -70%!. Not only that, but did you know that existing customers are 50% more likely to try new services, and they spend around 31% more when compared to new customers? But that’s not the only reason to focus on building relationships with your existing customers. Customers who have a great relationship with their agent will remain loyal to you and your company.

You want your customer to feel completely safe and satisfied with you as their agent, and that you always deliver what you promise. How do you go about ensuring all this?

Relationship Marketing Strategies

So, we know that maintaining a strong relationship with your clients is the way to keep your business growing: in fact, agents who use relationship marketing strategies tend to grow their portfolios by 42%. And it’s not difficult: think of your relationship marketing strategy as building a relationship with someone you’re interested in. You’ll need to:

  1. Attract- First you’ll need to grab the attention of leads, and draw them in to engage with your business.
  2. Connect- Next you’ll need to establish communication with your leads.
  3. Courting- Now that you’ve got their interest, try to turn them into customers by helping them, showing them what you can do for them/offer them, and nurturing them.
  4. Relationship- If your nurturing campaign has worked, your lead is now your customer, and it’s time to make sure that they remain a customer for a long time.
  5. Marriage- Your open lines of communication and customer services have left the customer so pleased that they have said yes to your proposal, and now you have a customer for life.

The best way to accomplish the above is to:blue bubble with two bubbles with stars inside them

  • Listen to customer feedback- Ask customers to fill out a survey or leave a review of your business so you can pinpoint what you need to improve.
  • Invest in technology that can help you stay on top of your relationships– Customer Relationship Management (CRM) software can help you manage customers, personalize messages, and maintain regular communication and touchpoints.
  • Reward your customers for their loyalty– Delight your customers with tokens of your appreciation, like gift cards with a thoughtful thank you note.
  • Email marketing– Email marketing can help you continuously inform your customers of important information about their plan, events of interest to them, industry news, etc.

Looking For More Leads?

Creating strong relationships with customers doesn’t happen overnight. But if you take the time to build your relationship marketing strategy, you’ll be able to grow your business a little bit faster!

In the meantime, if you’re looking for new leads, and to grow your business, Benepath can help! We offer exclusive leads who are ready to buy – all you have to do is tell us when you are available to work with them. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available. To get more information, fill out the form above, or call 866-368-0377.

Setting Up a Business Facebook Page

When it comes to getting your name out there, nothing beats having a strong presence on social media. This will help your agency connect with customers and build your brand at the same time. Since social media is the new way to determine what to buy, and who to buy it from, it’s important to establish and develop your presence on platforms like Facebook. But where should you start?

Why Facebook?facebook logo

While there are other, newer social media platforms, Facebook is still a widely used platform, one that arguably gives you access to the widest group of people. Young adults and older adults alike still scroll through Facebook, unlike other platforms that older adults might avoid, like Instagram.

Setting Up A Facebook Page

It might be intimidating to think about setting up a business account on social media, but we assure you, it’s easy. First, you’ll have to sign up for your Facebook page. To do this, go to the “Create” area of Facebook, and do the following :

  • Choose a page name
  • Choose a category for your business
  • Describe your business
  • Fill out the “About” area for your business
  • Enter your business contact information
  • Include a business and cover photo

Branding Your Facebook Page

Next, you will need to consider how you would like to brand your business. You’ll already have included your name when setting up your page, but now you can add your logo, upcoming events (like webinars), photos of your business, and most importantly, content! Adding content will help to boost your brand perception – but what kind of content should you include on your page? Well, first imagine being in your customers’ shoes, looking for insurance, and think about what kind of questions you might be researching. Your content should help answer these questions, but remember not to limit yourself to insurance content. Add some fun and interesting facts, posts that relate to awareness days/months, and a little about yourself, too!

notification bell and bubble next to a phone
There will be notifications that pop up to alert you when people are communication with you or sharing your page.

Monitoring Your Facebook Page

Last but not least, you will need to monitor your page, and check for messages and comments. The bell on the top right-hand side will show you when you have notifications, and clicking on that will tell you if people have shared your page and content, or if someone has tagged you in a post. It’s important to monitor your page so that you can reply to people who are interacting with you, and respond to questions or reviews.

Looking For Leads?

One of the reasons you make the effort to create a Facebook page is to attract leads and grow your business. It can take a while to get to where you want to be, but in the meantime, if you’re looking for new leads and to grow your business, Benepath can help!

We offer exclusive leads who are ready to buy – all you have to do is tell us when you are available to work with them. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available. To get more information, fill out the form above, or call 866-368-0377.

Clever Ways To Keep Your Clients Engaged & Loyal

When was the last time you reached out to your clients? If you’re on top of it, good for you! If you’re sitting there scratching your head trying to remember, that’s not a good sign.

As a client it’s easy to feel lost in a sea of customers, so creative, personal efforts by their agent will never go unnoticed. Check out these tips on how to bring client services back to the forefront and retain (and possibly gain new) clients for years to come.

Send snail mailmail truck

It sounds backwards: why send snail mail when email is so easy, quick, and free. Yes it costs a little money but if you have a history with clients and they see something come in their mailbox from you, they’re going to look at it. Plus, who doesn’t enjoy seeing something other than a bill in their mailbox? Postcards are a quick, cheap, and an effective way to help you stand out. Do a little digging and you’ll find many websites offer free design, production, and even will mail your correspondence out for you.

Hold a seminar

A seminar is a great way to regroup with your clients, touch base with them, and let them know what products you can offer them. This gives them a forum to ask questions and learn new information. Not sure what kind of seminar to have? Keep it small and simple. Maybe your senior clients aren’t so sure how to log in to their portal. Or perhaps your clients want to get a feel for other plan options. Regardless of what the topic is, as long as your clients walk away more informed than when they arrived, it will be a successful and well-received seminar.

Throw a customer appreciation partypeople blowing confetti

Maybe the anniversary of opening your agency is coming up. Maybe it’s your birthday. No matter the reason, turn it into an appreciation party for your valuable clients. After all, without them you’d be nothing. This is the perfect opportunity for them to bring their families and put a face to a name all while having fun and creating positive memories associated with you and your business. It’s also great for your staff to come out from behind the scenes, let loose, and have some fun!

Send a birthday card

We all want to be valued, especially by a company that we give a lot of money to yearly. A birthday card is a quick, easy way to let your customer know that you took the time out to send them a message. The sentiment is what matters but what you do is completely up to you. Anything from a simple email message to a lavish gift basket and everything in between would be appreciated and remembered. It’s a great way to keep your clients loyal to you!

Sponsor a local sports team or school fundraiser

People love a local supporter because it promotes camaraderie and helps establish and grow a positive association and bond with your business. By sponsoring a local sports team or school fundraiser your clients will be reminded that their agent cares about their community, which is never a bad thing.

Hold a social media contest

As you are probably well aware, social media is a great tool to advertise your business and post pictures, but why not use it to hold a contest? If you can come up with a creative, valuable prize, it’s a great way to lure customers to engage and submit data that you could use to your advantage. The prize could be monetary, physical, or a service that you can provide. Anything large or small you think that another person would value would be a wonderful idea. Just make sure you look up the local rules that pertain to giveaways so everything is legal.

We’re all in the same boat. We’re struggling to find pockets of time throughout the day to get to that one last thing on our to-do list but there’s just not enough hours in the day. It’s easy to let client management fall by the wayside while you’re going about your day-to-day business, but whether they know it or not, clients want to hear from you and feel valued. Take some of these ideas and get those wheels turning. You can come up with something personal and creative that fits your business and ultimately retain your precious clients.

Independent Agents Face Steeper Competition as Carriers Release Captive Agents

In case you haven’t heard, many carriers have been releasing captive agents, and allowing them to become fully independent agents. Insurers have realized that customers want to work with independent agents who can offer them many different kinds of plans from different carriers, not just plans that are tied to one specific carrier. Because of this, many captive agents have made the transition to becoming independent, which has created more competition than ever for independent agents looking for more leads and customers. This might feel a bit alarming to you, but there are still ways you can stand out from the crowd.

Why Carriers Are Making The Switch

change with orange arrows around it forming a circle
Insurance carriers are switching to independent agents so they can increase profits.

During the Covid-19 pandemic, it made sense for carriers to re-examine their business models, and look for ways to grow while also saving money. Low-interest rates have laid waste to the industry’s ability to grow its accrued revenues over the past few years and captive agents, while well versed in the carrier’s offerings, have a high overhead cost. So to increase their profits, many carriers are switching to working with independent agents, allowing the agents that they work with to sell other carriers’ products.

Standing Out from the Crowd

Because many carriers are now choosing to work with independent agents, you will have to work hard to stand out, and to have a competitive edge over others in your field. If you have built a large clientele base, you’re already ahead of the game. But that doesn’t mean you can get complacent!

You still have to continue to grow, so you will need to focus heavily on marketing and customer service. Make sure that you take the time to build relationships with all of your customers, and work on making your marketing funnel more efficient by:

  • Offering personalized service– To give customers a better experience in the digital world, you need to personalize your customers’ journey with every interaction.
  • Staying on top of interactions– Anticipate your interactions with your customers by using email automation to help inform your customers about renewal dates and plans that might be right for them.
  • Being straightforward– It’s important to make your website and social media accounts as streamlined as possible.
paper with a stamp of certification on the bottom
When you are first starting out, make sure to get a license and insurance for your business.

And if you’re just starting out as an independent agent, the first things you’ll need to focus on will be the practical aspects of building your business, like:

  • Getting business licensing and insurance
  • Designing a logo and other brand-related elements
  • Creating a professional website
  • Developing a plan to automate your marketing
  • Building your client list

Then you’ll need to focus on acquiring leads, nurturing leads, and converting leads into customers, by:

  • Assessing your client acquisition method
  • Defining your unique value
  • Focusing on building relationships with your customers and being timely when responding to them
  • Creating a website with informational content that relates to your customer’s needs and answers the questions they are asking
  • Building your social media presence to get your business known and trusted – take the time to post engaging content there, and stay on top of interactions with potential customers. The more accessible you are, the more you will build your customer base.

Looking For Leads?

When dealing with a growing competitive field, the most important step will be building your customer list. And what better way to do this than getting hand-delivered, ready-to-buy leads from Benepath? When you work with Benepath, receiving reliable, exclusive leads is the easy part.

We provide you with real-time leads through a secured process and give you a customized thank-you page so your leads will be ready for your call. This thank-you page assures leads that they won’t be bounced around between agents and gives them a feeling of connection with you right from the start.

We offer the leads, and while it is up to you to properly nurture your leads, we’ll be behind you every step of the way. You’ll find, though, that our leads don’t need much nurturing because they are ready to speak with you and buy your product! But if they do need some nurturing, follow the effective ways mentioned above to seal the deal. To get more information, fill out the form below or call 866-368-0377.

4 Things Every Agency Website Needs

If you’re running an agency, you’re probably constantly investing in ways to market your agency so that you can build your customer list. One of the things you’ve most likely invested in is a website, which is one of the best ways to get your business noticed, and bring traffic to it. But your website has to be done right for you to reap the benefits of it! Remember, it’s not just about having the right information on your site, you also need to make sure it’s well designed and easy to navigate. The best way for your website to be appealing to leads and customers, and to attract more visitors, is by making sure you have the following 4 things.

1. Professional Designhands on a laptop keyboard

One very important element of a successful website is a professional design. A polished, professional-looking website tells your visitors that you are an experienced insurance agent and that you take your work seriously.

Make sure that your graphics and images are sleek and modern, and that your content presents your business in the right light – remember, it’s all about how your customers perceive your agency! In addition, your logo should look professional, with the right fonts and colors.

Finally, one of the most important things (which many people overlook) is that your website needs to look good on, and be optimized for, both desktops and mobile devices. Be aware that sometimes a website will not be correctly aligned on a cell phone, or images might not show up, so you need to constantly monitor your site.

2. Content!

The saying “content is king” holds very true for almost any business, and it’s especially true for an insurance agency. Because you provide a specific service, and you want to make sure that people know you are knowledgeable about your field, you have to offer up great content that educates and informs.

Remember, a lot of people that come to your website don’t understand the insurance industry, which is why they are seeking your help. Make sure that your website not only offers information about the type of insurance products that you sell, but that it also answers your customers’ questions, and gives the impression that you are the right person to turn to for help.

3. Easy Navigation

Have you ever been to a website and found yourself having to search through the whole site just to find an answer that you were looking for, or for contact information? Make sure this doesn’t happen to your customers! Your website should not only be professional looking, but also easy to navigate, with all the answers and information your customers need available with a click of a button.

4. Good Brandinghand pressing the middle of a target

Branding is the anchor for all of your marketing efforts, so make sure your brand is well represented on your website, especially since your website is the first point of contact for many people. There needs to be a common element in your website design, content, and methods of creating audience engagement.

When was the last time you updated your website? Have you checked it recently on both a laptop and a mobile device? Have you added content that is up-to-date and informative? Whether you are building a website or currently have one, make sure to check that your site has everything needed to create a good user experience, one that shows you are knowledgeable in your trade and can provide the help customers are looking for. If you have a strong online presence and can answer the questions people have, you will be the person they turn to when they are ready to buy insurance.

If you are looking to grow your business, Benepath can help! We offer exclusive leads who are ready to buy, all you have to do is tell us when you are available to work with them. Benepath will provide you with better tools, more guidance, unsurpassed sales training, and techniques from the most successful agents and trainers in the industry, not to mention the best leads available. To get more information, fill out the form above, or call 866-368-0377.

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