<\/a>Click to see the journey<\/strong><\/em><\/p><\/div>\nThis flow represents just the first step in a long journey of agent education and engagement. Subsequent steps in the journey might include gamification that rewards agents for reaching certain milestones, like writing a policy within 90 days. Or you can send emails with marketing best practices that helps agents reach the right customers.<\/p>\n
Because this journey reacts to each individual agent\u2019s engagement, the agent experiences a one-to-one tailored message ensuring they have a unique and captivating conversation. In addition, the journey can be customized to include A-B testing, which can help the carrier react to metrics and tweak the journey in the future.<\/p>\n
By delivering personalized communications and marketing information to agents using better, faster, and higher quality real-time data, you can more easily increase their loyalty and retention.<\/p>\n
After the Honeymoon: Marketing Automation for Ongoing Agent Engagement<\/h2>\n
So you\u2019ve used marketing automation to onboard and educate your agents, and now they are up to speed and ready to sell. But you don\u2019t want the honeymoon stage to end; you want to keep your agents happy long-term. So how do you reap the full benefits of your automation investment while encouraging ongoing agent success?<\/p>\n
Just like with onboarding, it is all in a journey of meaningful moments. But, unlike with agent onboarding, these moments are designed with the policyholder in mind.<\/p>\n
We can help you create a series of seamless customer journeys that ensure on-brand messages are delivered in the right way, on any device. We can analyze metrics, data, and customer interactions to determine what\u2019s working, and what isn\u2019t. We can also help you segment lists and target exactly the right customers, at the right time.<\/p><\/blockquote>\n
But it\u2019s not all about the customer. In fact, with marketing automation, the agent can play the most important role \u2013 the facilitator. We can help you build an Agency Communications Platform (ACP) that puts the agent in the forefront of the transaction by connecting them with your corporate marketing team and customers, all at the same time.The ACP also positions your agency force to build long-term customer relationships.<\/p>\n
With an ACP, insurance companies can:<\/p>\n
\n- Distribute campaign designs that are aligned and built with specific business objectives in mind. These business objectives can extend far beyond agency onboarding and engagement.<\/li>\n
- Centralize content, data, compliance and reports that agents can use to better personalize and manage their own marketing outreach efforts.<\/li>\n
- Receive analytical insights from those marketing efforts that your corporate marketing team can use to make future campaigns even stronger.<\/li>\n
- Help agents become better marketers by ensuring all your messages are more on brand \u2013 turning a once disconnected organization into a better-functioning sales enablement system that provides a rich history of the customer\u2019s engagement.<\/li>\n
- Distill complex marketing technology into streamlined processes that non-marketers can leverage with a few clicks.<\/li>\n
- Enable corporate marketing to build industry-leading communications.<\/li>\n<\/ul>\n
Using the ACP, we can assist you in building out a variety of campaigns that meet your business goals, engage the right audience, and fully engage your agents every step of the way.<\/p>\n
Below are several examples we might put together for an insurer whose goal is to help agents retain more car dealer policyholders in Boston:<\/p>\n
\n- Retention<\/strong>: Campaign designed to create a set of commercial policyholder touchpoints through the course of the year that present the agent as an expert in the field. These touchpoints are filled with content that will help the car dealerships improve their profitability through loss prevention techniques and affinity services available through carrier and agent to the car dealership (saving the car dealership money).<\/li>\n
- Up-sell:<\/strong> Campaign designed to sell enhancements to car dealership policies that are aligned to customer risk management goals (new coverages, new lines of business).<\/li>\n
- Cross-sell:<\/strong> Campaign designed to target the employees of the car dealership through the independent agent that owns the commercial policy. This campaign is designed to grow revenue of personal lines through relationships of commercial lines.<\/li>\n<\/ol>\n
Increased opportunities for retention, up-selling, and cross-selling means happier customers, more successful agents, and a better bottom line for you, the carrier.<\/p>\n
Make Your Agents Happy, with Insurance Marketing Automation<\/h2>\n
Whether it\u2019s your first date, your wedding day, or your 50th<\/sup> anniversary, it takes thought and effort to make a relationship last the test of time. As the old adage goes, actions speak louder than words.<\/p>\nAnd this holds especially true for relationships between insurance carriers and their agents. Carriers must act to ensure their agents are fully educated, onboarded, and engaged to sell, right from the beginning. And agents, in turn, must leverage the tools their carriers give them to pursue and retain customers.<\/p>\n
Sustaining the success of both parties can be a balancing act. But with insurance marketing automation, it can be easier to succeed. And with our help, you and your agents can sell happily ever after.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"You know what insurance marketing automation is, what it can do for agent onboarding, and why it’s important. Now here’s how it works.<\/p>\n","protected":false},"author":176,"featured_media":16293,"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],"class_list":["post-13813","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","resource-categories-blogs","orbitmedia_post_topic-marketing-crm-technologies","orbitmedia_post_industry-insurance"],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2024-09-21 15:08:58","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"category"},"_links":{"self":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/posts\/13813"}],"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=13813"}],"version-history":[{"count":0,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/posts\/13813\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/media\/16293"}],"wp:attachment":[{"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/media?parent=13813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/categories?post=13813"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/tags?post=13813"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/centricconsulting.com\/wp-json\/wp\/v2\/coauthors?post=13813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}