Inbound Marketing for Insurance Companies, Agencies, and Agents

Want to get your business noticed? Want a leg up on your competition? If you answered yes to these questions, you need to get working on your inbound marketing! Inbound marketing is the best way for you to build relationships and tailor your offerings to each customer’s needs. But what is inbound marketing, and how exactly do you get your message out there?

Getting Startedshoes with the word start in front of them

Inbound marketing is a style of marketing that focuses on attracting customers to you. It’s a great alternative to more traditional, or outbound, marketing, which seeks out customers and tries to get their business with things like cold calls, email blasts, and direct mail. Customers these days are a little wary of that kind of outbound marketing, and instead tend to want to feel like they are in control of the choices they make, and to do their own research into the businesses they choose.

So, if you can tap into that desire by being there with engaging content and helpful advice when they come searching, inbound marketing can be great for your business. It can bring a good amount of traffic to your website and build trust with prospects, and eventually turn them into customers. One of the first and best ways to get started with inbound marketing is to focus on your current customer’s questions and use those to create content.

Give The People What They Want!

How do you answer the questions that customers have? You have to begin by putting yourself in your customer’s shoes. If you were looking for insurance, what would you want to know? What would you be searching for on the internet?

In general, most customers will want to find information on these 5 things:

  1. Price – The price of a product is most people’s number one issue, especially since the cost of living continues to rise. Customers will want at least a ballpark figure for insurance plans; it’s important to be as transparent as possible when answering this question so you can build trust with your leads.
  2. Comparisons– Most people will do some shopping around, and will want to compare their options before pulling the trigger. They want a side-by-side comparison of plans, so you should create some content based on the differences between their options. For example, you can do a comparison of insurance companies or specific plans: gold vs silver vs bronze, etc.
  3. Drawbacks – Not everything about insurance is perfect, but it’s your job to show prospects that insurance plans are all about protection, and purchasing one means they won’t have to deal with a large bill after receiving care. You can build trust by creating content that shows you understand and are being honest about the drawbacks of certain plans, such as high deductible plans.
  4. Reviews– Highlighting positive reviews is super important, because referrals are everything when it comes to business growth. Provide some customer testimonials to show that you can be trusted and that you offer excellent value and service. And if you have negative reviews? Address them promptly and respectfully, and use them to your advantage.

Inbound Marketing Tactics

the word SEO circled with little bubble around
Creating meaningful content that customers need is a great way to attract new leads and keep current customers.

Your inbound marketing strategy should include content that you create and share in multiple ways. The main thing is to focus on helping people, rather than just selling to them, since sharing important information will make them trust you and trust working with you.

Again, inbound marketing is all about getting customers to come to you, so you need to (as inbound marketing experts say) “attract, engage, and delight” them with your content. You can start doing this by creating an engaging and resourceful website that will answer the questions of the average customer looking for insurance, as well as by posting regularly on social media.

While engaging on social media, pay attention to the questions you’re being asked by prospects, and use that to create valuable content, which can take the form of a blog on your website, or any number of other creative forms. For example, you can create videos and infographics, or even offer free downloadable guides. 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.

Have You Tried Some of These Lesser-Known Marketing Strategies?

Your marketing strategy is incredibly important: the more people you reach with it, the more successful your business will be. That means your marketing strategy needs to be well thought out, and include a variety of tactics to help you stay ahead of the competition. Whether you’ve been putting your agency out there already, or you are just beginning to sketch out a marketing plan, we can give you some lesser-known marketing tricks that can help you bring in more business.

Recycle Content

green recycle symbol
Take some old content and recycle it with a twist!

Coming up with new content can be time-consuming and overwhelming; it can also feel frustrating if you’ve been producing content for a while, since you might feel like you’ve covered everything! So if you find yourself with writer’s block, try recycling some of the content that you already have. Perform an analysis to see which of your content has been most successful, and turn it into something new. For example, make it into an infographic, turn it into a quick blog post, or revisit it and look at it from another angle.

Mix It Up

There are many avenues you can explore when it comes to marketing, including social media and your engaging website. But don’t stop there! Mix it up, and consider using different marketing strategies, including outdoor advertising, radio and/or TV ads, and any other traditional methods you want to consider dipping your toes into. Just make sure that your ads are targeted to your audience, and your content provides the information they need.

Re-Brand Yourself

Your business’ brand is everything; having a strong brand is important to your success, because it shows people who you are and what you represent. If you find your brand is lacking, consider re-branding yourself to attract some new customers. Determine what your strongest attributes are, pinpoint what your unique value proposition is; when you have figured these out, the next step is to prove your value, and represent your brand and what you stand for.

Direct Mail

You might think snail mail is an outdated way of reaching people, but nothing could be further from the truth! Direct mail is effective, which is why many businesses continue to use this approach to reach new and existing customers. In fact, people are often more likely to remember a business and use it in the future if they receive mail from that business, especially if it includes promotions or eye-catching information.

Answer Questions On Quora & Other Sites

illustration of a computer with a website on the screen
Find out if you can be helpful on sites where people have questions about insurance.

If you want to show that you know your stuff, and get your name out there, try heading to sites where people ask questions, like Quora or Create an account on these sites, search for questions in the field of insurance, and then provide as much helpful information as you can. This can help build your brand, and allow people to see you, know you, and seek help from you.

If you haven’t started marketing your business yet, consider the aforementioned techniques to help. But even if you’re a marketing veteran, these tips might help push you to a new level. After all, the more you put yourself out there, the more customers will come your way!

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.

Keeping the Lines of Communication Open With Your Customers

As an insurance agent, you need to know that communicating with your clients is vital to the success of your business. You have to communicate their options to them, explain their coverage, answer any questions they have, and check up on them from time to time to make sure they’re happy, or see if they need a new policy. But when it comes to maintaining ongoing communication with customers, many agents fall a little short: they begin to think that because they’ve already landed a customer, all they have to do is fire off an email now and then to check on them and that’s it.

So it’s no wonder that 60% of customers don’t believe they get any additional value from agents after they’ve purchased a plan, or that a whopping 86% think that communication with their agent is lacking! Don’t fall victim to one of these statistics: there are simple ways to keep communication going with your customers, so they feel that they’ve made the right choice to work with you.

Educate Your Customersbook open with the pages creating a heart

It’s always important to remind your customers just how important their insurance coverage is. Offer them the benefit of your knowledge of the industry, and at the same time, you’ll give them a feeling of security that you know your stuff. Just remember to avoid jargon and technical terms, which can be off-putting to many people; you’re better off explaining concepts with terms everyone will understand.

If your customers feel secure with you as their agent, they’re more likely to become loyal customers, and nothing is better than a loyal customer. A loyal customer delivers more than 250% more referrals than your average less-than-satisfied customer; not only that, but a loyal customer renews at a rate of 97%, and buys 25% more insurance.

Be Consistent

As we stated earlier, many insurance customers feel like they aren’t getting any additional value after they’ve purchased an insurance plan, and more than 44% of customers say they haven’t received communication from their agent within the last 18 months. Leaving your customers hanging like this can spell disaster for your business! The best way to retain and grow your customer base is by being consistent with your communications. Don’t rely on simply remembering to check up on your customers, though: set reminders in your calendar on your computer or phone, so you’re sure to contact your customers every month or two.illustration of communication methods

You can also streamline communication, such as email, phone calls, and direct mailing by adopting a client portal that centralizes your client communication in one place. You can ask which form of communication each of your customers prefers, and make sure to contact them through that specific channel. Communicating with your customers in the way they prefer will make them feel like they have an easy way to communicate with you, and will also make them more comfortable and satisfied with you.

If you are looking for more prospects, or 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.

Want a High ROI? Here’s Where to Begin

If you’ve been trying out multiple marketing tactics to bring in new leads, you’re probably wondering if the work you’re putting in is worth it. When you put your money toward marketing, you want that investment to come back to you at least two-fold, so you need to calculate if you’re getting a return on investment that’s worth the money you’re putting in. Some marketing strategies might have worked for you, and some of them might have failed, but if you’re struggling with your marketing, we have some fool-proof ways to get a high ROI.

Focus On Current Customers

Are you spending all of your time (and money) focusing on marketing that will bring in new prospects and leads? Getting new customers is important, but don’t forget that your current customers are your bread and butter. When you market to your current customers, you can sell more policies, boost your retention rates, and get more referrals.

In fact, one major study found that cold calling prospects led to a closing rate of 11%, whereas referral prospects had a closing rate of close to 40%. This means that the chance of successful sales nearly quadrupled when prospecting from referrals, proving there is a lot of value in marketing to existing customers, retaining them, and keeping them satisfied so you can continue to get referrals.

Email Or Social?hand holding a cell phone with conversation bubbles coming out of it

The debate over which is the better marketing tool is a long and ongoing one between many agents, and those in the business world in general. So does focusing on social media or email marketing get you a higher ROI? It might surprise you to find out that when you post something on Facebook, you often have only a 1 to 2% chance of followers seeing your post and interacting with it, but email marketing has an open rate of 21.7%. We’re not saying that you shouldn’t focus on posting on social media as part of your overall marketing strategy, but if you want to reach more people, you should focus on your email marketing list.

Automated Marketing

Have you thought about automating your marketing in order to make things easier for you? Many agents use automated marketing to free up valuable time, so they can spend it on other aspects of their business, such as customer service or actually selling insurance. Automated marketing involves campaign email marketing and posting on social media, all of which are predetermined, programmed, and executed using marketing automation software. The program can set up marketing campaigns and track web visitors, as well as measure the performance of your marketing campaigns. According to Gleanster, CMOs at top-performing companies indicate that their most compelling reason for implementing marketing automation is to increase revenue (79%) and get higher quality leads (76%).

Work With Benepath

paper airplanes flying towards a red target
Benepath provides you with ready to buy leads, and the tools to succeed.

But what if you are looking for an easier and cheaper way to get a high ROI? Well, consider taking advantage of the amazing benefits of Benepath! This is one sure way to guarantee the biggest bang for your buck. We manage 100% of our own marketing, utilizing search, content, and social media to generate leads and deliver them to agents across the country. We use your feedback to make continual improvements to our campaigns so you can maximize your sales. We will provide exclusive ready-to-buy leads so you can speak to more interested consumers and start making more sales! Your time is important, so work more effectively with our exclusive leads.

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.

Could Trade Shows Help Your Business?

We know what you’re thinking: “Trade shows? How is attending trade shows supposed to help grow my insurance business?” But we’re going to let you in on a secret that not every insurance agent knows: not only is attending trade shows a way to network and attract customers, but it’s also a great way to learn some new things that could potentially increase your profits. And don’t think that you should only be going to trade shows in your specific field, you should also attend ones in other insurance-related areas. Find out why, and read on for some great tips on how to make the most out of any trade show you attend!

Industry Trade Shows You Should Attend

trade show event with people walking around
Attending different trade shows can help you network more, land learn new trends to help grow your business.

Never limit yourself. Not in your life, or in your business. And when it comes to trade shows, don’t limit yourself to just one type. Don’t get us wrong, of course, there are benefits to attending trade shows directly related to your business, but there are some benefits to going to other ones too.

For example, different co-industry trade shows will offer you a huge opportunity to network with colleagues and potential customers across your state and the country. After all, networking is one of the main benefits of these trade shows, especially local ones.

Another benefit of attending these shows is that you’ll get the opportunity to begin selling more insurance. For example, if you only sell health insurance, you can attend shows to learn about Medicare, commercial, or life insurance, and add these types of policies to your tool belt.

And not only will you network and learn about other types of insurance, but you will learn about new trends and the latest news in the Insurance Brokers and Agencies industry. This will allow you to get a heads up on what the competition will be doing.

If you’re looking for insurance-related trade shows you can attend to broaden your horizons, you should check out the following:

  • HCAA Executive Forum
  • NEOHUA Virtual Products Expo
  • NAHAM Annual Conference
  • SIIA Direct Contracting CFA Executive Forum
  • AHIP Institute & Expo

Preparing For A Trade Show

Before the show, you should receive a roster of customers who will be attending. If you can’t get a hold of this, you should create your own contact list of clients and leads to invite to the show using your existing customer database system. Advertise that you will be at the trade show, especially if it is a local one.

Next, you will have to prepare your booth space. The most important thing to think about is where it will be located. If you are in the back, you might not get a lot of people stopping by, so select a booth space that will help optimize walking traffic. You’ll need to gauge the size of the show and make sure to bring enough marketing materials, including giveaways, such as tote bags, stickers, candy, etc. For larger shows that more customers and leads will be attending, you might want to consider having a raffle or contest to help engage more customers.

Presenting at a Trade Show

blurred photo of a man presenting in front of people
When presenting at a trade show, keep it short and as informative as possible.

After you have networked and learned about the hot topics for the trade show you will be attending, and are set with your booth and marketing materials, you will have the opportunity to present at the show. When presenting, remember to keep text to a minimum – use bullet points and other easy-to-read formats, so booth visitors or people on the trade show floor can quickly absorb your information. You will want to give a brief overview of your business, what you sell, your success rates, including your rate for renewal/retaining customers, and how much you have saved people on average.

If you successfully present at a trade show, you could end up really growing your business. So after a killer presentation, be sure to reach out to clients, prospects, or vendors that are attending the show and try to set up meetings outside of the trade show hours.

After the Show

After the trade show is over, it is extremely important that you take the knowledge you have gained and your new potential client list and work both to your advantage. Reach out to any new contracts that you met at the show and place each one in the correct stage of the sales cycle. And if the trade show was a success, register your booth for the next one and begin planning!

Trade shows are interesting and fun ways to learn about the Insurance Brokers and Agencies industry, network, and gain customers/grow your business. Attending trade shows can be time-consuming because they do take a lot of planning, but if done right, you can make a big impact on your business.

In the meantime, if you are looking for ready-to-buy leads, Benepath can help! We offer exclusive leads – 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.

How to Determine and Analyze Customer Touchpoints

Customer satisfaction is vital to the success of your business, but improving your levels of customer satisfaction can be tricky. If you feel like you need a little bit of help in that department, you should first determine what your customers’ touchpoints are, so you can zero in on them and make changes to meet their needs and expectations. If you don’t know your customers’ touchpoints, no worries, we can help you figure them out and analyze them so you can make them work in your favor.

What Are Customer TouchPoints?hand touching a star shape

A touchpoint is any time a potential customer comes in contact with your business – before, during, or after working with you. This is your brand’s point of customer contact from the beginning to the end, starting from initial contact with your customer, whether it is intentional or not. For example, scheduling a meeting with a customer initiates an intentional touchpoint, but if they reach you through your website, or after seeing ratings and reviews from other customers, this is an unintentional touchpoint.

How Do You Identify Your Touchpoints?

Inventory Your Touchpoints

To identify your customers’ touchpoints and make sure that customers are satisfied at every step of their journey with your business, you should create a process map. The map will identify the touchpoints, or all the ways a customer encounters your brand throughout the customer life cycle:

  • Acquisition
  • Determination
  • Decision-making
  • Cultivation
  • Profiling
  • Termination and win-back

Take these touchpoints and group them where they occur in the customer life cycle. Include every manner in which customers encounter your brand, such as:

  • Website, blog, social media
  • Emails, newsletters
  • Calls
  • Customer surveys
  • Sales contracts
  • Ratings and reviews

    customer life cycle infographic in the shape of a colorful flower
    Understanding a customer’s life cycle can help you determine what the touchpoints are and how to rate them.

What’s The Purpose?

After you’ve done this, you will need to identify the purpose behind each of these touchpoints, which becomes easier after grouping them according to their position in the customer life cycle. Your purposes can include:

  • Developing a lead
  • Influencing a decision
  • Building loyalty
  • Making a sale
  • Solving an issue

Rate Impact

Once you have identified your touchpoints and their purposes, you will then have to rate their impact. Which touchpoints resonate most with customers? Which ones bring in more customers and satisfy their needs most effectively? For example, will an email make your customers want to renew their plans? Or would a phone call?

A touchpoint analysis is a great way to assess how customers perceive your brand. Each touchpoint has its own impact, depending on the situation and needs of your lead/customers. The best way to find out how effective your different touchpoints are is by creating a scale from 1 to 10 and rating each touchpoint’s impact and effectiveness. 1 is the highest impact and 10 is the lowest: if a touchpoint creates more interactions and drives value, rate it higher up the scale. After this, you can create a plan that will improve customer retention, increase sales conversion, and cultivate brand loyalty!

Touchpoint Action Plan

Trying to figure out how to increase customer satisfaction and increase sales when you have so many different touchpoints can be overwhelming. So, once you have identified and sorted the touchpoints on your list from above, create an action plan for the ones that rate higher than a 5. We recommend starting by focusing on the ones that seem like the easiest wins, and by looking at something you can change that will have a real impact on how customers view your business. You can:

  • Develop an outreach plan for customers that are coming up to their renewal times by sending them regular email/SMS alerts starting 5-6 weeks before the renewal date. This will increase customer satisfaction and retention. update written on a cellphone's screen
  • Improve your website, blog, emails, and social media presence. This can cultivate brand awareness and loyalty.
  • Focus on cross-selling opportunities: according to one study, 69% of customers want agents to contact them about the coverage they might not have, and 81% are receptive to information from their agent about how to save money. This will focus on increasing sales conversion.

Touchpoints are important to identify, so you can improve them and boost your business. Remember, customers are your most valuable asset, so you should always be looking for ways to improve your customer experience, including identifying and focusing on your touchpoints, analyzing them, and seeing where you should make improvements.

In the meantime, if you are looking for a push in the right direction, 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.

4 Stereotypes of a Bad Insurance Agent

Have you ever worked with a bad salesman or agent? You could probably see through all of their tactics, right? Unfortunately, those few bad apples often give the rest of the good agents a bad name, and can create stereotypes that can be debilitating for you and your business. That means you need to work extra hard to show leads that you are nothing like the stereotypes they hear about insurance agents! Before you can do that, though, you need to know the 4 stereotypes about bad insurance agents, so you can not only avoid being like one, but so you can also try to build trust with customers and retain them. Being nothing like those bad apples will show people there are good agents out there.

1. Insurance Agents Push Insurance You Don’t Even Needman in a suit handing over a pen in one hand and a contract in the other

We’re sure you’re pretty familiar with this one. One of the main reasons people choose not to continue a sale or switch the conversation to “Maybe later” or “I need time to think,” is because they think agents are just trying to make a sale. They often don’t trust agents, so they look for a way out, because they are wary that you are going to sell them something they don’t need, or inevitably try to push you towards the most expensive policies. To combat this, remember to stay in tune with your customer’s needs, and focus on value over price.

2. Insurance Agents Prefer Working with Businesses Over Individuals

Don’t get us wrong, commercial insurance policies are a great source of revenue, but that doesn’t mean that you prefer working with businesses over people and their families. Good insurance agents care about their customers no matter if it is an individual, a family, or a business. After all, you chose this business not only because you’re good at talking – you want to help people, build a connection with customers, and continue to help them be safe and save money when possible.

To show that you have that personal touch, take the extra time to connect with your customers and let them know how much you value and appreciate them. You can send thank you cards, and let them know that you are always ready to help, and value them as a client and person. But don’t just say it, mean it! When they call, make sure you get back to them within a reasonable amount of time and help them in any way you can.

illustration of a man in a suit standing next to a large tablet with a calendar on it
Many people believe agents only call them when it is renewal time so they can make commission.

3. You Only Hear From Them During Renewal Time When They Want A Commission

Renewal time. The time every insurance agent looks forward to because you know you can get easy commissions with current customers. And while this is true, some agents only reach out to their clients during this time, making them feel like they only care about making money. A good agent reaches out to their clients throughout the year to check up on them and make sure they are doing okay.

4. Insurance Agents Have A Personal Agenda

Some captive agents get a bad rap because everyone knows they work for a specific insurance company and want to push that company’s product on them, and so won’t try to help them look at other options. Be aware that people will assume you have some sort of agenda, even if you are an independent agent, especially since they know you work on commission. It might seem like a lose-lose situation, but when you work with a customer, make sure to explain in detail all the options available. Also, make sure to explain why you are pushing a specific plan or company- because it is truly in their best interest.

Don’t get discouraged by all the negative stereotypes that people have regarding insurance agents, because if you can prove your prospects wrong, you will not only have a loyal customer that trusts you for life, but they will also spread the word about you! It’s all about the customer and building a connection to serve them as best as possible. Break these stereotypes and you will win no matter what.

Ways Agents Can Compete Against Direct Carriers

Direct carriers have dominated the insurance industry for a long time, creating constant competition for independent insurance agents. And it can be very hard for independent agents to compete against them: direct carriers use tactics like continually slashing prices, and they spend billions of dollars every year on advertising to lure in as many customers as possible. They’re even trying to muscle in on the one area where independent agents often do better – customer service – by getting feedback from surveys so they can improve client experience and increase brand loyalty. All of this means it’s much tougher for independent insurance agents to win clients, which is not ideal for your commissions, or for growing your insurance agency/business. But what if we told you there were ways that you could compete with direct carriers and get more sales?

Create Loyal Customers

illustration of a woman on the phone while looking at a computer screen
Create loyal customers by checking in on them from time to time, not just during renewal time.

You know what direct carriers’ sales teams have? Disgruntled customers. Oftentimes customers are unhappy with their carrier’s representative. You can take advantage of this and compete against these direct carriers by creating loyal customers; the best way to do this is to keep up with their life and know what their needs are, as they might change throughout the year. Try to build meaningful relationships with your customers by remembering to add the little personal touches that make going to your business more appealing than using a big carrier. For example:

  • Keep in touch with your customers by asking them to fill out a survey
  • Handwrite welcome cards to new customers
  • Take the time to call your customers before their plan is going to renew to review their insurance needs.

These things might seem small, but it will mean a lot to your customers if you are thoughtful, provide them with the information they need, and help them to the best of your abilities when they need it.

Work With Multiple Carriers & Take Advantage Of Their Resources

If you work with direct carriers, you are less likely to have to compete against them, especially because you’re selling plans for them, while earning a commission at the same time. And if you’re working with direct carriers, make sure you take advantage of their resources; you don’t need to try to fix every problem on your own. Direct carriers have service centers, which can help you improve your efficiency and customer satisfaction, so take advantage of those! Statistics show that agents who utilize these service centers report 46% more business.

Market Yourselfsocial media outlets

As stated, direct carriers are constantly trying to improve their customer service and market themselves to attract new customers. The best way to combat this and grab more leads/clients is to market yourself, and your agency! Create a website, and post on different social media platforms about yourself and your business, as well as info about what’s going on in the insurance industry, and make it clear what you can offer people. The more people hear about you, read testimonials about your business, and see how knowledgeable you are, the more likely they will be to reach out to you for help. And don’t forget, the differentiator between you and direct carriers is the relationships you develop with your customers.

But What If You’re Struggling To Find Customers?

You have options! If you are looking for more ready-to-buy leads, come to Benepath. When you work with Benepath, receiving reliable, exclusive leads is the easy part: we provide you with real-time leads through a secure process, and give you a customized thank you page so your leads will be ready for your call. To get more information, fill out the form above, or call 866-368-0377.

Tips for Planning Your Social Media Calendar

If you want to get your business noticed by more people, you have to invest in content creation, including blogs and social media posts. You can choose to have a presence on multiple social media platforms, such as Instagram, Facebook, Twitter, YouTube, and even TikTok. If you choose to be on multiple social media platforms, that’s great – you will reach more customers that way. But with that being said, keeping up with your social media accounts can be a bit overwhelming and challenging. Don’t worry, though, there are ways that you can keep your content marketing organized on these platforms – all you have to do is plan your social media calendar with the following tips.

1. Know The Difference Between Social Media Platforms

video with play button on a computer screen
Depending on the social media platform, you will have to choose which type of post you will publish.

First things first: all social media platforms are different, so what can work for Twitter will not necessarily work on Facebook or Instagram. For example, if you’re using Instagram, you should be posting attention-grabbing photos, while Twitter is more for text and links. There are 4 main types of posts you can publish on social media:

  • Images
  • Video
  • Text
  • Links

2. Gather Data

To be successful at posting on social media, you will first need to gather data, such as your target audience’s preferences, ages, etc, as well create a plan of attack for social media posts, before you can start mastering your calendar. Don’t think you can just wing it and hope for the best! After gathering this data, the next step is to answer the following:

  • How frequently do you want to post?
  • What is the best time to post on each platform based on your target audience?

3. Tools To Use

So what do we actually mean when we say “scheduling” your social media posts? Well, you don’t need to waste your time chained to your computer, constantly posting on social media: there are great tools out there that allow you to schedule all your social media posts ahead of time, whether it’s daily, weekly, monthly, or even months into the future. There are many different scheduling tools that you can use to help make things easier, and save time, including:

  • ContentCal– A social media tool that provides you with a visual content calendar so you can effectively plan for multiple social networks, and lets you publish and analyze your posts.
  • Buffer– Creates a unique publishing schedule for each social media account, making it easier to visualize the posts you have lined up and make changes or optimizations as necessary.
  • Sprout Social– Comes with a visual publishing calendar that lets you view and manage your posts for multiple profiles, campaigns, and social networks. It also allows you to automatically schedule them for future delivery.
  • Hootsuite– This tool comes with a Chrome extension, and is an interactive, media-rich planner that gives you a clear overview of your social media calendar. You can get a small preview of the post along with the accompanying image, post timing, and caption.
  • Falcon– features a content calendar and campaign planner, along with advanced analytics dashboards and a unified inbox for all your social interactions.

4. Have A Monthly Set Of Social Media Goalsset goals written on a post it note wit cell phones and paper in the background

When creating your calendar, try to leave a spot at the top of each month specifically for your goals and the focus of your content. This will be especially helpful when you are experiencing writer’s block: you can try basing some of your content on what’s going on that week or month, as well as what your audience is most interested in.

5. Know When To Fill In The Calendar

It is usually a good idea to fill in your social media content calendar roughly a month ahead of time, but this time frame might vary for some. If you set it and forget a month in advance, you leave no room for last minute announcements and will then have to juggle things around, which takes time away from other things you could be doing. You can also try to fill out your content calendar each week on the same day to prepare for next week’s content.

And when it comes to posting, you can plan out your social posts so you aren’t posting the same thing on the same day to every platform. For example if you post something on Instagram on Tuesday, you can post it on Facebook on Thursday to re-promote yourself on a different social media platform. Just be sure to slightly change the post so it is not repetitive.

6. Regularly Review Your Content Calendarillustration of a person holding a magnifying glass with the word quality in the middle

Always regularly check in with each social media platform’s analytics. This will allow you to see what’s working and what’s not, so you can tweak your content. Visit your Instagram Insights, Facebook Insights, etc. to see the most ideal days and times to post across each platform.

Being successful does not happen overnight, and neither does getting a good social media following and results from posts. However, if you take the time to create a social media content calendar, you can map out your content strategy for weeks, and make it work better for you, and make your life a little bit easier!

Prospecting Ideas for Less Experienced Insurance Agents

Getting into the world of insurance sales is exciting, but it can also be stressful. Trying to establish yourself and your business takes time and a lot of commitment, but if you put the work in, you will thrive. A big part of establishing your business and getting yourself to the point where you are thriving is prospecting leads – and if you are not experienced at this, you might gravitate towards basic prospecting methods, such as using referrals and cold calling. Sure, these methods can work, but there are some other out-of-the-box prospecting ideas and strategies that you can use to make things easier on yourself, and to get bigger results.

Create A Planpapers lined up on a desk

The first thing that you need to do is research who your audience is and what their needs are. For example, Medicare beneficiaries have a lot of their medical needs already covered, so will mostly be looking to save money, while younger people looking for health insurance will want to save money but might also be looking for multiple coverage options, especially if they have a family. Create a strategic marketing plan that includes direct mail, newsletters, digital marketing and more that are targeted directly to your audience, so you can build relationships with prospects!

Use Social Media Correctly

It’s important to have a strong online presence and accounts on multiple social media platforms, but don’t just rely on posting pictures. For example, Instagram is a quick and easy way to promote your business for free, but if you just post random selfies, you can’t expect people to interact much with you. Instead, use Instagram or any other social media platform to show how enthusiastic you are about insurance, while still maintaining a personal approach. Take advantage of all the features of social media, by using hashtags that are relevant to your target audience, as well as by liking posts and pictures and starting conversations with people.

Create A Larger Networkstack of hands together on top of each other with a network in front of them

One important thing to do when you start out selling insurance is to create a network of other agents; having a network of agents can mean access to different carriers and products, and can help you stay on top of current market trends, developments, and opportunities that you might be missing. Find an event in your local area, and attend these events to expand your network. Be prepared with a pitch, a business card, and a smile.

Videos Are A Must

It probably comes as no surprise that many people prefer to watch an instructional video about a topic over reading about it, so video marketing is a great way to reach people and find out what they’re looking for. You can gain more exposure with the younger crowd by posting instructional videos on your social media accounts or website that show them the different kinds of plans that are out there, and how you can help them find an affordable plan that will save them money.

Invest In SEO

Creating content for your website is a great idea, but if you’re going to do it, you’ve got to pay attention to search engine optimization, or SEO. A solid SEO strategy will bring your page closer to the top of the list when people Google their insurance needs, so make sure you’re using the right keywords, and including using local search terms so that your name will pop up when people conduct searches for agents in your area.

Send Mailwhite mailbox with the number 20 on it in black

It might seem like it’s all about technology nowadays, but don’t forget about good old-fashioned snail mail! Email is great for getting in touch with people instantly, but going the extra mile and sending out direct mail will catch people’s eyes – think about it, when was the last time you got mail from anyone other than bill collectors? Hire a graphic designer to create an eye-catching piece of marketing material that has your insurance logo, a professional picture of you, information on how to reach you, and an enticing offer that will make them want to learn more.

If you put in the necessary hard work, you can grow your business and take it even further than you imagined. But prospecting isn’t easy when you’re just starting out, so if you find that you need some help finding leads, work with a reputable company like Benepath. When you work with Benepath, receiving reliable, exclusive leads is the easy part: we provide you with real-time leads through a secure process, and give you a customized thank you page so your leads will be ready for your call. To get more information, fill out the form above, or call 866-368-0377.


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