MarketingModule

Risky marketing ideas (Video)

Stories of shame and wasted money. Please enjoy the many marketing mistakes I have made so that you don’t have to.  Most importantly, how to avoid them. You are unauthorized to view this page.  Please signup or login to continue. Username or E-mail Password Remember Me     Forgot Password

How to Market to Mortgage Brokers (Video)

Mortgage brokers can be your most lucrative lead source.  Inside this module I teach multiple strategies on how to earn their referrals. You are unauthorized to view this page.  Please signup or login to continue.

Creating More Content Through Blogging (Video)

There are three ways humans have communicated information over the past 100 years.  The written word, audio and video.  You will learn all three.  Let’s start with the written word.  You are unauthorized to view this page.  Please signup or login to continue.

Using LinkedIn to Brand Your Agency (Video)

LinkedIn is where the professionals hang out in the world of social media.  This module teaches how to utilize this platform to build your brand and show that you are a true insurance professional.  You are unauthorized to view this page.  Please signup or login to continue.

How To Do a Simple Video Series for Social Media (Video)

This module will teach you how to do simple 60-second videos to teach people about insurance and position yourself as the expert in your town.   You are unauthorized to view this page.  Please signup or login to continue.

Social Marketing – Instagram (Video)

Some important best practices to how get you an Instagram audience and what you should be posting. You are unauthorized to view this page.  Please signup or login to continue.

Introduction to Social Media Marketing (Video)

According to one 2019 survey, internet users are now spending an average of 2 hours and 22 minutes per day on social networking and messaging platforms.  You need to be relevant and be present in this space.   You are unauthorized to view this page.  Please signup or login to continue.

It’s eventful! How to work an event (Video)

Working an event is a great way to fill your sales funnel.  If done improperly, it can be a massive waste of time and money.  This module is a step-by-step guide to get the most out of working an event.  You are unauthorized to view this page.  Please signup or login to continue.

Google Reviews (Video)

The vast majority (87%) of shoppers begin product searches on digital channels.  You need agency reviews to be relevant.  This module shows you how to start growing your number of reviews starting today.  You are unauthorized to view this page.  Please signup or login to continue.

Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.