How Insurance Agents Can Get Started with Email Marketing

Insurance agents can use email marketing to establish trust and familiarity with current clients and prospective customers, ensuring they remain at the top of each mind for every client.

This article will cover some common examples of how insurance agents may use email marketing to expand their book of business, from follow-up emails to even onboarding emails.

How can insurance agents benefit from email marketing?

Email marketing is a very important and powerful marketing strategy.

As an insurance agent, your email campaigns may help you get followers on social media, maintain top-of-mind awareness with your clients, and potentially convert those prospects into new clients.

Customers typically want reminders when something important happens relating to what they purchased, such as annual renewal letters. Email campaigns are an excellent method to stay in touch with them after they’ve made a purchase.

Here are some of the most common different types of emails and how they would benefit your company.

  1. Welcome Email Campaigns: Welcome emails are an excellent method to welcome new clients to your firm. A welcome email campaign is a terrific tool to employ as an insurance agent to get everyone on the same page, whether you have an onboarding form you’d want them to fill out or some steps you’d like them to follow to keep everyone up to speed.
  2. Follow-up Email Campaigns: At regular intervals, follow-up email campaigns are delivered to your leads or customers. Most of these emails contain tips and information about the service for which the customer signed up. Because many consumers do not have someone else to turn to with insurance questions, insurance guidance is a fantastic follow-up.
  3. Season’s Greetings Email Campaigns: These types of email marketing are ideal for keeping in touch with your customers over the holidays. During the holiday season, you can contact them to wish them a happy holiday.
  4. Birthday Email Campaigns: This is a novel and important manner of reaching out. Customizing an email for your client’s birthday or anniversary is a simple way to accomplish this.
  5. Cold Emails: When you send a cold email to a prospect who doesn’t know who you are, it’s known as cold emailing. Because they don’t know you yet, the major purpose of sending cold emails is to pique the recipient’s curiosity to learn more about your company.

Three important steps to get started with email marketing

A strategy is required for all email marketing. Here’s a simple three-step procedure to follow.

Make a list of your objectives

Starting with your ideal customer and what they anticipate from an insurance agency is a good place to start. Then, with each campaign you put out, try to deliver it. If you’re unsure what your customers want to read about, don’t hesitate to ask them directly.

Contextualize your email campaign

Ensure to provide information about the season or time of year so that your receivers can quickly determine whether or not your email is relevant to them. If you’re marketing something linked to a unique event, include a link to extra information for your recipients. Making your email copy brief and straightforward is a smart idea, but making it relevant to what’s going on in their lives or your business is even better.

Make a template for each campaign you run

You’ll need to choose email-creation software that doesn’t require you to become a technological specialist. The simplest method to achieve this is to use a drag-and-drop editor with built-in templates. If you need something more complicated, there are choices where you can select from hundreds of professionally created templates depending on a variety of industries.

How can you tell if it’s working or not?

Now that you’ve learned about a few different sorts of email campaigns and how to get started, it’s time to figure out how you’ll track the success of your Email Marketing Campaigns. As an insurance agent, here are some things you’ll notice as you begin using email marketing.

Existing customer referrals

When done correctly, email marketing should keep you in front of most of your clients. If this is the case, they will think of you when they require assistance and when a close friend or family member cites the need for an insurance agent. You’ll likely experience an increase in recommendations if you stay top of mind with your present clients.

Obtaining leads

For many insurance agents, a rise in new customers is a significant benefit of email marketing. Many insurance agents fail to keep top of mind through their email marketing efforts, so you’ll stand out from the crowd when you start doing so.

Retaining and upselling existing customers

The final effect of your email marketing activities will most likely be a rise in the number of clients who renew their contracts with you. When this occurs, you’ll have the opportunity to upsell those customers on additional services.

Contact Western Marketing to stay at the top of your game with your prospects and customers today.