It’s the first day of the month and time to think about your November insurance marketing!

The beginning of the month is the perfect time to set goals and intentions for the upcoming few weeks.  November can be slightly challenging because the holidays are moving in along with the end-of-year sales goals.

We officially have less than 8 weeks left of 2017.  What will you accomplish in that time?

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

Draw your Referral Rewards winner from October and PROMOTE it on all of your social networks and email newsletter.  (If you don’t have a reward program, I can show you how to create one.  You NEED this ready to go by January 1st for next year too!)

Do Annual Reviews!  Either contact those with renewals in November or people whose last name starts with U and V.  (We’ve been doing this all year long and almost at the end of the alphabet.)  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!)

What about converting mono-line clients to multi-line?  If you’re working on P&C sales, look at where you can increase your profit per client.  An easy way to do this is to contact all of your mono-line Homeowners clients and offer them an Auto quote with a Home discount.  Make sure to calculate the exact amount they’ll save on their Home first!  It’s much more motivating to hear that you’ll save $214 a year then hearing that you’ll save 15%.

You can use this 3 step sequence to start generating quotes.

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!

October Review

And no good marketing plan works without a solid review of what you’re already doing.  Spend some time reviewing all of your October 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?
  • Where do you stand on your year-end goals?
  • What ONE thing can you do each day between now and December 31st to hit those goals?  

Download Your November Insurance Marketing Calendar

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

If you enjoyed this article, get the Insurance Marketing Calendar (it's free)

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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.

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