February Insurance Marketing Plan

february insurance marketing

Need ideas for marketing your insurance agency this month?  Then you’re in the right place!

We’re one month into 2016 and it’s time to focus on being CONSISTENT.

We all start out January feeling motivated and ready to get stuff done.  But by February, things sometimes get off track and we fall into old habits.  Don’t let that happen!

Remember, the best marketing is the stuff you do on a regular basis.  Social media, referral programs, annual reviews, and networking all work – but you can’t do it for just one month and quit!

So consider this your helpful reminder to stay on track this February.  Check out the list below….

Here are a few things to do to market your insurance agency in February:

Draw your Referral Rewards winner from January and PROMOTE it on all of your social networks and email newsletter.  Get a photo of your winner or make a video while you draw the name out of a hat… just make it interesting!  This is a huge promotion tool for your agency so make the most out of it.  

Schedule Annual Reviews – This is a great customer retention tool to put in place all year long.  Some call these “Protection Reviews” because they are making sure to protect their clients (and avoid any gaps in coverage that could lead to an E&O problem.)  If you started by last name in January, then this month focus on last names beginning with C & D.  Look for potential discounts, multi-line opportunities, and display your excellent and above-average customer service!  

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.)  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.  (There is in-depth training on this in the Insurance Marketing System.)

Shake Some Hands – Last month, I recommended getting out and shaking hands with local mortgage lenders and talking up your referral rewards program.  This month, stop by local apartment complexes, drop off some brochures, talk about renters insurance with the staff, and offer to do a free seminar for tenants.

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.  Plan to tie in your referral program, photos of your staff, and fun, entertaining info all month long.  

Download Your Calendar

I know this is a LOT to think about and implement!  If you’d like a printable calendar version of February’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.