A new month is here and it’s time to start thinking about your May insurance marketing plan! Here are a few ideas to get you started…
May Insurance Marketing Plan
Draw your Referral Rewards winner from April 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 the program everywhere, post it on your website, send it out in your email newsletter. It’s not too late to start offering a referral program!
Schedule Annual Reviews – If you started by last name in January, then this month focus on last names beginning with I & J. 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!
Improve Your Online Reputation – If you don’t have 5 star reviews on Google, people won’t call your agency for a quote! Run an email or text campaign to get clients to write great reviews this month. This will improve retention AND improve your reputation in Google search. (Use Agency Feedback to put this on autopilot.)
Sell Boat Insurance – Memorial Day is the official kick-off of summer! That means it’s time to talk about boat and jet ski insurance! RV’s and Motorcycles are popular this time of year too. Consider running a boat insurance campaign through the month of May. Remember to send a letter/postcard, an email, make a follow up phone call AND consider a Facebook Ad to those targeted potential clients! (I’ve shared some ideas in this month’s marketing calendar.)
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. Send a postcard and make a follow up phone call this month to people with birthdays in July.
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. Schedule at least one post each day that you’re open this month. (We can help!)
Use Facebook Ads To Get Boat Leads – Now is the time to be selling all those “summer fun” policies. Run a Facebook ad to people in your area about boat insurance or other recreational vehicles. Play up any special features like discounts or extra coverage. Throw in a small incentive like a gift card when they get a quote and get them to take action! We currently have a few spots available for Facebook Ad management, check it out here.
Download Your Calendar
If you’d like a printable calendar version of May’s marketing, then
