- 692
I would like to be a resource to P&C Agents. I have done a lot of the grueling marketing on behalf of brokers so I can provide a lot of insight on industry marketing tactics 
Hi everyone from Eugene :)
- Thread starter EugeneM
- Start date
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Guest
Guest
Re: Hi 
Are you currently a P&C Agent or a Call Center Project Manager?
I would like to be a resource to P&C Agents. I have done a lot of the grueling marketing on behalf of brokers so I can provide a lot of insight on industry marketing tactics
Are you currently a P&C Agent or a Call Center Project Manager?
- Thread starter
- #3
- 692
Re: Hi
We are both producers and do telemarketing campaigns as well. However we have agents convert the business for us so we focus mainly on driving new business over binding policies themselves.
We are both producers and do telemarketing campaigns as well. However we have agents convert the business for us so we focus mainly on driving new business over binding policies themselves.
Re: Hi
OK - what are your top 5 pieces of advice?
I would like to be a resource to P&C Agents. I have done a lot of the grueling marketing on behalf of brokers so I can provide a lot of insight on industry marketing tactics
OK - what are your top 5 pieces of advice?
- Thread starter
- #5
- 692
Re: Hi
In all marketing campaigns I believe planning is the most important. Anyone can make calls and spend time on a campaign. How it is designed will determine its success before a single call or mailer is sent. Some things not to forget.
1. Be honest to yourself - What kind of agent are you. What can you do with a smile. Don't solicit lines of insurance you hate.
2. Know your Agency - What risks are ideal for your carriers. Which ones are most competitive for which risks?
3. Plan ahead - Don't waste valuable time and money on generalized marketing. Shoot for your target market.
4. Record Everything - Save all the information you collect along the way. All renewal dates. Policy Information, Proper DM's contact information etc... This will come in handy next year when their renewals come around again.
5. Be nice to EVERYONE you meet. Never know when you will need their influence.
In all marketing campaigns I believe planning is the most important. Anyone can make calls and spend time on a campaign. How it is designed will determine its success before a single call or mailer is sent. Some things not to forget.
1. Be honest to yourself - What kind of agent are you. What can you do with a smile. Don't solicit lines of insurance you hate.
2. Know your Agency - What risks are ideal for your carriers. Which ones are most competitive for which risks?
3. Plan ahead - Don't waste valuable time and money on generalized marketing. Shoot for your target market.
4. Record Everything - Save all the information you collect along the way. All renewal dates. Policy Information, Proper DM's contact information etc... This will come in handy next year when their renewals come around again.
5. Be nice to EVERYONE you meet. Never know when you will need their influence.
