What’s in the Program?
Flagship Program
The following features equip your agency with content marketing solutions and technology that cross sells coverage, nurtures new prospects, helps retain business, obtains online reviews, and more. It’s all in the program.
Personalized, Handwritten
Cards
We’ll send out handwritten cards to your customers to welcome them to the agency, wish them a happy birthday, and thank them for their continued business. Cards offer a unique personal touch. And when combined with digital efforts they provide a comprehensive means of reaching your audience..
Online Reviews & Testimonials
Surveys via email are regularly sent to your customers asking them to review the performance of your agency and to provide written testimonials. Testimonials can be featured on your website. Those that provide positive survey feedback are automatically sent links to review your agency on Facebook and Google My Business. Online reviews help boost SEO and instill confidence in those searching for your services.
Social Media Management
We’ll equip your agency with weekly, ongoing social media postings. Each week we’ll post an interesting, funny, and/or useful message on your Facebook and Twitter pages. And we’ll mix in cross-sell and other promotional content designed to drive new business. Social media is an excellent way to stay in front of your audience.
Customer & Prospect
Monthly Emails
Each month we’ll send out new templated content emails to all of your personal and commercial lines customers. A separate email will be developed for prospects. Content will include short, engaging articles written in house. Emails will be customized with your logo, brand colors and links to your website. This effort helps keep your agency top of mind and encourages retention, referrals, win back of business, and new business.
Prospect Email Drip Campaign
Your monthly prospect emails will be loaded with links back to your website. When someone clicks on one of those links they will be directed to your site, but also be enrolled in a three part automated email drip campaign. The campaign will push your services and encourage customers to take action.
Cross Sell Emails
We understand the value of cross selling coverage. As a result our program includes the writing and management of bi yearly emails designed specifically to cross sell home to auto coverage and vice versa. Email is an excellent tool for reminding and encouraging customers to bundle. Cross selling is just another way our program works to bring you more business.
Customer Care Tools
Customer care is essential to retaining business and obtaining referrals. You’ll have access to an online dashboard that synchs to your management system. Each day the dashboard will provide a list of actionable items. If a customer provides a negative survey response, for example, you’ll be prompted to contact that customer to help make things right. This is highly advanced customer care for the 21st century.
Ready to Jump in?