reporting these as areas critical to their success. Strong investments in these areas can give carriers an important edge.<\/span><\/p>\nJust as marketing automation can be used to target and nurture prospective customers based on their interactions with online content, it can also be leveraged to effectively recruit producers who fit your ideal profile. From the moment a prospective agent visits your website and shows interest in a career opportunity, even anonymously, until they explicitly show interest and provide contact information, marketing automation can assist in providing insight on their behavior and then engaging them with the appropriate content.<\/span><\/p>\nOnce new agents are hired, you can build multi-touch nurture campaigns that can simplify, streamline, and overall enhance the onboarding process:<\/span><\/p>\n\n- Implement a standard, optimized process for carrier onboarding across all business lines<\/span><\/li>\n
- Set a schedule of deadlines that agents must meet to complete their onboarding<\/span><\/li>\n
- Establish time and date triggers that can automate email sends to agents with educational documents, training programs, financial requirements, and prospective customer lists<\/span><\/li>\n
- Promote an educational curriculum or producer school to facilitate agent training <\/span><\/li>\n
- When an agent reaches a milestone or deadline during onboarding, automate messages on achievements and next steps<\/span><\/li>\n
- Provide digital and automated communication with product information and benefits in a timely manner about company updates or regulatory changes<\/span><\/li>\n
- Assist agents with creating a strong and consistent customer experience <\/span><\/li>\n<\/ul>\n
Keeping your Agents Committed<\/span><\/h2>\nSo you have recruited new agents, and gotten them up to speed and ready to sell. Now, how do you maintain their loyalty to ensure they stick with you until the end?<\/span><\/p>\nWith marketing automation, you can easily retain and enable<\/b> agents by:<\/span><\/p>\n\n- Actively connecting agents and producers on new insurance products and go-to-market campaigns<\/span><\/li>\n
- Providing access to analytics and reporting that can shed light on customer interest and behavior, and using this information to automate ongoing, co-branded touch points to keep customers engaged with their agents and journeys<\/span><\/li>\n
- Helping agents connect with customer life events, such as policy renewals, claims experience, birthdays, and more<\/span><\/li>\n
- Supplying agents with relevant market information based on their portfolio and local market trends or issues<\/span><\/li>\n
- Creating easy event communications that can occur before, during, and after events<\/span><\/li>\n
- Tracking which agents are selling and nurturing them with specific best practice campaigns<\/span><\/li>\n
- Increasing revenue from existing policyholders and customer base by automating cross-sell and up-sell <\/span><\/li>\n
- Assisting lower-selling agents with production improvement campaigns<\/span><\/li>\n<\/ul>\n
With marketing automation, it\u2019s all about setting your agents up for success, and providing them with the education and tools they need to sell more consistently, efficiently, and frequently. Fostering transparency and support between agent and carrier facilitates strong and lasting relationships. If you stay loyal and committed to the success of your agents, they will stay loyal and committed to you.<\/span><\/p>\nTaking the Plunge<\/span><\/h2>\nYou have decided to invest in a marketing automation platform to enhance your agent onboarding and engagement strategies. But how you make the most of your investment? Read the next blog in the series to find out.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"With the right approach to marketing automation, your company can attract top-selling agents, and keep them committed long-term.<\/p>\n","protected":false},"author":176,"featured_media":24962,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1],"tags":[],"coauthors":[15622],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2024-07-22 09:29:55","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"category"},"_links":{"self":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/posts\/13802"}],"collection":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/users\/176"}],"replies":[{"embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/comments?post=13802"}],"version-history":[{"count":0,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/posts\/13802\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/media\/24962"}],"wp:attachment":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/media?parent=13802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/categories?post=13802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/tags?post=13802"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/coauthors?post=13802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}