The Ultimate Insurance Marketing System

24 years in the insurance business and I feel like I’ve been chasing a Unicorn for all these years.  The Ultimate Insurance Marketing System … does it really exist?  Can it really exist?  If it did exist, what would it be like?  What would it actually do?  I mean if you’re going to stick the word "Ultimate" in front of something, it had better be pretty darn fantastic … Right?

Not meaning to provide more questions than answers – so I’ll stop asking them and relate a mental exercise I recently went through to get these answers.  If I could design the Ultimate Insurance Marketing System, what would I have it do.  Here are a few of the things that my mind came up with – as a P&C Broker focused on Commercial Insurance.  These are some of the "attributes" I desired.

• Affordability – a key component in this tightening economy
• Ease if Use – used a CRM App lately?
• Adaptable – it’s got to be multi function and flexible
• Web Based/Hosted – I’m tired of Remote Access and Database management

Following are several of the Functions I wanted it to be able to perform – Tasks I wanted The Ultimate Insurance Marketing System to Perform for me :

• Client Nurturing
• Prospecting
• Lead Warming / X-Date Follow Up
• Automated Campaigns
• Cross Selling Campaigns
• Testimonial Request Letters
• Claims Follow Up
• Thank You / Appreciation to New & Renewal Clients
• Referral Marketing / Referral Contests

I had a few more but, I don’t want to appear greedy …

So why was I going through such a mental exercise in the first place?  Well, I must admit, I wasn’t seeing the results I wanted after putting in a significant amount of time and effort into a certain "nameless" CRM app that gave me the SHAFT and not the GoldMine I was after.

I was seeking more Referrals … and from the reading I was doing, I needed to be building Better, Stronger Personal Relationships with my clients, prospects and referral partners.  Sending out some letters in A10 Window Envelopes with Metered Stamps just wasn’t getting the deal done – for me.

This is getting long, and I know I’m no Shakespear so I’ll Cut to the Chase.  I believe I have found my Unicorn of Insurance Marketing. A system I will confidently stick the label Ultimate in front of.

In fact I’ve made a little 5 minute video for you – as a form of Social Proof.  Seeing is believing.  Watch it and see how in 5 short minutes [could have actually done it in 3 mins.] I demonstrate the following attributes of an Ultimate Marketing System.

• Affordability
• Ease of Use
• Web Based
• Flexible
• Client Nurturing
• Thank You / Appreciation
• Referral Generating

 You can watch the video by CLICKING HERE.  I call it …

How To Go From "Policy Peddler" To

Trusted Agent / Friend / Referral Magnet

Pay Close Attention at about the 2:55 minute mark – I show you how I looked before I found this system, then at about the 4 minute point, you can see how I look AFTER I found The Ultimate Insurance Marketing System.

I’m working on the video right now where I show you how you can put lost clients on an automated Client Win Back Campaign in under 3 minutes! 

Until next time.