Simple Techniques for Efficiently Running the Internet Marketing for Your Insurance Firm

Dr. Rahul Razdan, CEO Ocoos

02/24/2015 17:56 PM
Total Views: 3901

Building differentiation is critical for small insurance firms, so efficiently running the sales and marketing becomes paramount. How exactly can a small insurance firm have efficient sales and marketing? 

 

The answer lies in 3 key factors and an integrated platform such Ocoos:

 

  1. Simplicity: The process has to be simple and the technology barriers must be minimal.
  2. Structure: A smart Insurance Firm must adopt a structure and discipline around modern commerce, transforming things such as client management and social media into powerful tools, not time burdens.
  3. Complete Integration: People have their own way of doing things, and change can be intimidating.  But the process of moving to a new and better system has to be seamless and effortless. Platforms such as Ocoos include a suite of business tools that work cohesively for off-line transactions and imports/exports with current standards in CRM (SOHO, Gmail, Outlook), Financials (QuickBooks, Quicken), and Calendar (Google Calendar).

 

With such a platform, the insurance firms can focus on building good habits and getting into a weekly rhythm such as the one below:

 

Weekend: (1 Hour)

  • 5 Min: Social Media
    • Use Ocoos to update social media Facebook/Twitter/etc concurrently.
    • Why Facebook?  Some of your customers live there and can introduce you to more customers.
  • 5 Min: Analytics       
    • Use Ocoos to filter last week’s web visitors and look for trends.
    • Quickly study the effectiveness of any other advertising.
  • 5 Min: Build relationships
    • Filter last week’s customers (2-clicks) on the Platform.
    • Write and send thank-yous  and update email.
  • 5 Mins: Booking Reminders
    • Call or email next week’s customers to finalize schedule.
  • 40 Min: (SEO) Write Blog Post
    • Ocoos Blog: customer story, industry news.
    • Share blog on social media.

Monday: (approx 15 Min)

  • 7 Min: Daily Client Notes
    • Close day and build relationships by making notes on today’s clients.
  • 7 Min:  Add non-ecommerce transactions into system for future analysis.

Tuesday: (approx 20 min)

  • 7 Min: Social Media
    • Use tool to update Facebook/Twitter/Ocoos.
    • Browse and respond to any interaction.
  • 7 Min: Daily Client Notes
    • Close day and build relationships.
  • 7 Min: Add offline sales for day

Wed: (approx 15 Min)

  • 7 Min: Daily Client Notes
    • Close day and build relationships.
  • 7 Min: Add offline sales for day

Thursday: (approx 20 min)

  • 7 Min: Social Media
    • Use tool to update Facebook/Twitter/Ocoos.
    • Browse and respond to any interaction.
  • 7 Min: Daily Client Notes
    • Close day and build relationships.
  • 7 Min: Add offline sales for day

 

Friday: (approx 15 min)

  • 7 Min: Daily Client Notes
    • Close day and build relationships.
  • 7 Min: Add offline sales for day.

 

Results:

 

  1. Better Marketing: Strong Social Media presence, email marketing, and customer follow-ups.
  2. Smarter Business:  Insight into how your marketing is working, knowledge on what’s driving traffic to your business, sales data including which dates and times are most valuable.
  3. Strong Loyal Customer Relationship: Note-tracking will provide better service and customer knowledge, weekly follow-ups and reconnection will boost repeat business, and service reminders will reduce missed opportunity, all leading to better time management.
  4. Visibility and SEO: One blog post per week will create 52 pages on the web leading to your business--and 92% of local commerce research begins online.

 

Total weekly time running a smart business: 2.5 Hours per week!  The cost of a long lunch without the calories!           

 

Finally, continuing education is vital for insurance firms, and now is a great time to invest in your business by learning about state-of-the-art marketing techniques. Look for opportunities to take classes through local colleges. In many states, the cost of broad training courses for the Internet can be reimbursed fully through state workforce training programs.

 

Looking For a Solution: Please Look at Websites For Insurance Agents


©2013 AdvTravl Inc (DBA Ocoos) All Rights Reserved

 

 

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