January Insurance Marketing Calendar

The holidays are over and it’s time to get back to business.  It’s officially 2017 and time to think about your January insurance marketing!

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

The theme of January’s calendar is REFERRALS and promoting a referral program.

Draw your Referral Rewards winner from December and PROMOTE it on all of your social networks and email newsletter.  

Referral Rewards are a GREAT way to build your agency through social media.  For a limited time, get ALL of my referral training and templates for FREE in the Insurance Marketing System.

Do Annual Reviews!  Either contact those with renewals in January or people whose last name starts with A and B.  These appointments are a great time to connect with your clients, look for gaps in coverage, and make sure their needs are being met. 

If you have a big Life Insurance sales goal that you haven’t hit yet, it’s time to get busy.  You can also start contacting those with a birthday coming up in the next couple of months and reminding them that rates will increase if they don’t lock them in now.   (Check out the Life Insurance Promotion Kit to implement this!)

Make sure you’re connecting on social media too!  Remember, your daily social posts are a way to consistently keep your agency name and brand in front of your clients.  If you don’t have time to figure out what to write, then check out the Platinum Facebook Post program.  Aim to post at least once a day!

December Review

And no good marketing plan works without a solid review of what you’re already doing.  Spend some time reviewing all of your December and 2016 reports.

  • Where did most of your sales come from?  (If you aren’t sure, create a spreadsheet and start documenting it!)
  • Which staff member produced the most?
  • How can you take what is working and do MORE of it?

Download Your January Insurance Marketing Calendar

I know this is a LOT to think about and implement!  If you’d like a printable calendar version of January’s marketing, then click here and I’ll send you a copy!

January insurance marketing

If you enjoyed this article, get the insurance marketing calendar (it's free).
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.