A new month is about to begin and it’s time to start thinking about your July insurance marketing plan.

July Insurance Marketing Plan

Draw your Referral Rewards winner from June 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.  It’s not too late in the year to start!

Schedule Annual Reviews – If you started by last name in January, then this month focus on last names beginning with M & N. 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!  

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.

Get Out & Meet Some Real Estate Agents – Do you have a flyer for your referral program?  Make some copies and spend a few hours each Friday this month visiting local real estate agent offices.  Drop off flyers for your referral program, shake hands, and leave a few business cards.  Do other agents offer an incentive to agents to refer them?  Probably not!  So make sure agents in town know that you do.

Motorcycle Theme – I try to pick a new theme each month so that we’re regularly promoting products other than just auto and home insurance.  For July, that’s motorcycles!  Visit local motorcycle dealers, run a campaign to clients about discounts on motorcycle coverage, and do a Facebook live video about what you can offer!

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!)

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Robyn Sharp
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.