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Why Market to your Existing Clients?
Account RoundingReaching out to your existing clients is absolutely the “best bang for the buck”
when it comes to agency marketing. It’s much easier to convert warm prospects into
clients and policies than it is to convert cold prospects.Cross-Line MarketingGet Quality ReferralsIncrease RetentionWarm-up ProspectsVery Cost Effective -
Customized Solutions
Submit a Custom Greeting or AnnouncementA customized newsletter is well received by Clients and Warm prospects. It helps personalize
your Agency, most especially in the age of the internet when there is less personal interaction
between the Agency and the Client. Let your client know who you are and know you are
available for them, before they reach out to another.Choose from 3,000 ArticlesModify Content for your Agency’s NeedsSubmit your own Articles (editing available)Submit your Agency PhotosFeature a Team Member -
Account Rounding Ad Slicks
Well-designed and nicely illustrated ads bring awareness to:Multi-Policy DiscountsWording and text is designed to get the attention of the recipient and to initiate
a call to your agency. You are able to insert a photo or logo along with contact informationNeed of an Umbrella PolicyOther Lines offered by your AgencySpecific Policies offered by your AgencyWhen a Policy needs to be Reviewed -
3000+ Articles to Select from
Articles on nearly every insurance subject:Information about Policy TypesWe cover these Lines of Insurance and Financial Planning
Personal Lines - Commercial Lines - Employee Benefits - Personal Planning (Life, Health, Disability)Real Life Claims CasesLoss Control and PreventionContemporary Insurance IssuesInformational Underwriting Issues -
Social Media Integration
Newsletters Feed into these Social Media Platforms:FacebookIn addition to having your newsletter sent via email,
get more mileage through our Social Media Feeds.
Cross Selling and Referrals are so important. Reaching out to everyone via every medium
available is the key to rounding accounts and getting quality referrals.LinkedInTwitter
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