Using Your Partner XE Agency Management System to Market Effectively

In a perfect world, clients would never leave for greener pastures. Instead, they would continuously refer your independent insurance agency to friends and neighbors who would be on the phone, signing with you immediately. In a perfect world you would never have to spend, time, effort or money on marketing your business.

Realistically, this is rarely the case.

In April we talked about targeting prospects who match the profiles of your best customer and about creating educational marketing content and messaging relevant to that market. Just as important is consistency. It has oft been reported that a prospect needs to see or hear your message up to seven times before they decide to take action.

Because of that it is important to not only stay on top of your sales and marketing efforts, but to do so in a strategic fashion.

Your Partner XE agency management system is a great tool to help you execute your marketing strategy.

One of the best marketing features within your Partner XE agency management system is the ability to track conversations and set reminders. If, for example, you want to run a targeted drip marketing campaign you can use the system to create your list, send the mailings, set up reminders so that you stay on track and your mailings go out at set intervals and set reminders for follow up calls.

In addition, with the release of version 1.6 you now have direct access to our direct mail partner, Allegiant Marketing Group. AMG offers pre-formatted insurance marketing campaigns at a special rate for Partner XE customers. It is our hope that easy access to this reputable and proven direct mail resource will assist you in streamlining your marketing efforts.

Click Here for insight on executing an affordable, effective marketing campaign.

If you need assistance in maximizing the marketing potential of your Partner XE agency management system, just give us a call at 800.747.7005, Option 2.

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