April Insurance Marketing Plan

April is only a few days away and it’s time to start thinking about your insurance marketing plan.

We’re kicking off the 2nd quarter of the year and it’s usually a busy one.  In the spring, home sales pick up and the winter slump ends.  It’s a great time to kick up your marketing so you’ll be ready!

April Insurance Marketing Plan

Draw your Referral Rewards winner from March and PROMOTE it on all of your social networks and email newsletter.  If you don’t know what Referral Rewards are, read this.  Remember, the benefit to referral programs is in the promotion.  Take a photo of your winner, make a video announcing it.  Share it everywhere, post it on your website, send it out in your email newsletter.  If you program feels stale, make some changes for spring.  Get creative!  

Schedule Annual Reviews – If you started by last name in January, then this month focus on last names beginning with G & H.  I like to use last names rather than renewal dates, so  you only contact people once per year AND it’s not just focused on looking at rate increases.  Remember to look for potential discounts, multi-line opportunities, and display your excellent and above-average customer service!  

Win-back Old Clients – Run a list of clients who canceled about 5 months ago.  If they switched to a new company, they should be receiving their first renewal soon.  What better time to reach out and see how they’re doing?  If you’ve had rate changes, offer to re-quote them!  Send a postcard and make a follow up call this month.

Get Life Insurance Leads – You’ll send a card out about two months before the prospect’s actual birthday as a reminder that life insurance rates will go up once they are year older.  (Target current clients that are a good life prospect only.)  Don’t make this a Happy Birthday card, some might find it offensive!  Instead just use their birthday as a hard deadline for getting the best life insurance rate.

Plan Your Social Media – Social media is the perfect place to connect with clients on a regular basis.  But you have to be PERSONAL and CONSISTENT!  Using bland content your company delivers isn’t going to cut it anymore.  Insurance doesn’t have to be boring.  Plan to tie in your referral program, photos of your staff, and fun, entertaining info all month long.  (We can help!)

March Review

  • What were your sales in March?  Did you hit your goals?
  • What worked?  What didn’t?  How can you do MORE of what is working?
  • What is stressing you out?  How can you change it?

Download Your Calendar

If you’d like a printable calendar version of April’s marketing, then click here and I’ll send you a copy!

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About The Author

Robyn Sharp

Robyn Sharp is an insurance marketing expert (and former agency owner). She specializes in Facebook content creation & marketing for P&C insurance agencies. Robyn has been a featured contributor to Exclusive Focus, PropertyCasualty360, IndependentAgent, and other insurance publications.