How to Plan an Effective Agency Marketing Strategy

How to Plan an Effective Agency Marketing Strategy: 

How to Plan an Effective Agency Marketing Strategy Jim Whitaker, President Smart’s Publishing

All The Tools You Need For a Powerful Agency Marketing Strategy:: 

All The Tools You Need For a Powerful Agency Marketing Strategy : How to put together a marketing plan How to create a successful marketing communications plan How to jump start your marketing strategy with some client-building products.

SWOT Diagram: Strengths, Weaknesses, Opportunities, Threats : 

SWOT Diagram: Strengths, Weaknesses, Opportunities, Threats

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

SWOT for ABC Insurance: 

SWOT for ABC Insurance

IDEAS: 

IDEAS

IDEAS: 

IDEAS

Objectives and Goals: 

Objectives and Goals Objective: Develop a system for providing clients with a better understanding of today’s health insurance environment. Objective: Begin a campaign to cross-sell existing accounts with voluntary benefit products.

Goals: 

Goals Goal: Develop a seminar evaluating today’s health insurance environment for employers; invite all current clients and schedule a follow-up meeting with each client who attends. Goal: Increase revenue from voluntary benefit sales to equal 10% of all revenue in one year.

SWOT Diagram: Strengths, Weaknesses, Opportunities, Threats : 

SWOT Diagram: Strengths, Weaknesses, Opportunities, Threats

Marketing Communications Ideas: 

Marketing Communications Ideas

ABC’s Marketing Communication Objective : 

ABC’s Marketing Communication Objective Objective: Create an effective marketing communications plan

How to Create an Effective Marketing Communications Strategy: 

How to Create an Effective Marketing Communications Strategy 1. Showcase your expertise.

How to Create an Effective Marketing Communications Strategy: 

How to Create an Effective Marketing Communications Strategy 1. Showcase your expertise. 2. Provide good customer service (of course excellent customer service would be better).

How to Create an Effective Marketing Communications Strategy: 

How to Create an Effective Marketing Communications Strategy 1. Showcase your expertise. 2.Provide good customer service (of course excellent customer service would be better). 3. Communicate regularly with your clients — 12 to 24 times per year, according to experts.

Resources to “Touch” Clients: 

Resources to “Touch” Clients Calendars — what better way for people to see your name everyday! Phone calls — twice a year to check up on any changes the client may have overlooked Invitations to seminars or webinars — events hosted by you, where you demonstrate your knowledge and expertise Brochures and postcards — focused on specific cross-sale products Client appreciation cards — celebrate birthdays , holidays or send a thank-you for a referral Social networking — Facebook , LinkedIn, and Twitter— blog-posting is great for this Newsletters — the most effective marketing tool in your kit .

Client Communications Planning Calendar: 

Client Communications Planning Calendar

Brochures: 

Brochures Annuities: The DIY Pension Plan 10 Reason To Buy Critical Illness Insurance Disabilities Happen — Are You Ready? 10 Reason You Need Life Insurance Why Your Employees Need Long-Term Disability Insurance Vision Benefits: A Clear Choice Making Wellness Programs Work 401K Basics

Newsletters are the foundation of any marketing communications plan: 

Newsletters are the foundation of any marketing communications plan “ You guys do a great job writing your newsletters.  I think they’re really useful as a way to introduce a new insurance or risk management idea to my clients and just as a tool for keeping everyone well informed. " — Mike Taylor, InWest , Stockton, CA “Our Smart's newsletter is great! We struggled for over a year to develop our own newsletter and content before we found Smart‘s Publishing. Now we could not imagine not having it. It is a great resource for our clients and we get positive feedback from them…it's an incredible way to stay ‘top of mind’ with our clients.“ — Michael Bakonyi , RHU, REBC Managing Partner Employer Solutions Group, Austin, TX "Creating Value...Through People"

Newsletters are the foundation of any marketing communications plan: 

Newsletters are the foundation of any marketing communications plan "We've been very pleased with the professionalism of the Insurance Buyers' News newsletters. They keep our name in front of existing customers and prospects by providing useful risk management and insurance information that can be utilized in their business." — Scott Crawford, Sr. Vice President, J. Smith Lanier & Co., Atlanta, Ga. We've been a Smart's client newsletter customer for over fifteen years. We find the newsletters to be very informative. They provide a great way to touch base with our clients and prospects. I'm a firm believer in sending them to clients because when they read about the coverages they need, they call us to get them.“ — Van Maroevich , President and CEO, MOC Insurance Services, San Francisco, Calif.

Recap : 

Recap How to put together your own marketing plan based on the SWOT (strengths, weaknesses, opportunities, threats) Analysis. The 3 essentials of a sound marketing communications plan and how to use the Calendar of “Touches” to follow through with your plan all year. My offer to help you jumpstart your own marketing communications plan.

Our Special Offer For You: 

Our Special Offer For You No $150 set-up fee 10% NAHU Discount Two Free Brochures of you choice Free Templates for SWOT and Communications Planning Calendar. Offer Expires December 1, 2011.

http://smartspublishing.com/NAHU-webcast-offer : 

http://smartspublishing.com/NAHU-webcast-offer Request your: Sample newsletters Special offer order form Free zip file containing the SWOT analysis and marketing communications calendar templates