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

June Insurance Marketing Plan

Draw your Referral Rewards winner from May 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.  We’re halfway into 2017 but it’s not too late to start using this marketing strategy.    

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

Plan Employee Performance Reviews – June is a great time to schedule a meeting with each employee to look at their performance so far this year.  Look at the goals you set for them in January and where they stand now.  What training do they need?  What can be better?  Where are they excelling and how can they do MORE of that?  Are their gaps in your employee needs?

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!)

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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.