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2018 Hawksoft Convention Drawing Winner

April 30, 2018 By Mike Peterson

Thanks to everyone that entered the Insurance Marketing Partners drawing at the 2018 Hawksoft User Group (HUG) Convention!

It was a great time catching up with old acquaintances, and meeting a few new people as well.

$100 Amazon Gift Certificate

The winner of a $100.00 Amazon Gift Certificate is:

Ronald G Rodgers
Silvermark Insurance

Congratulation Ronald! Please email me at mike@insurancemarketingpartners.com to confirm your email address and we will email your $100 Amazon Gift Certificate right away!

Mike Peterson & Krista Semingson
Insurance Marketing Partners

Filed Under: Uncategorized

2017 PIAW Convention Drawing Winner

August 30, 2017 By Mike Peterson

Thanks to everyone that entered the Insurance Marketing Partners drawing at the 2017 PIAW Convention!

It was a great time catching up with old acquaintances, and meeting a few new people as well.

$100 Amazon Gift Certificate

The winner of a $100.00 Amazon Gift Certificate is:

Randy Dauffenbach CPIA, AAI, AIS
Alpine Insurance Agency
East Troy, Wisconsin

Congratulation Randy! Please email me at mike@insurancemarketingpartners.com to confirm your email address and we will email your $100 Amazon Gift Certificate right away!

Mike Peterson & Krista Semingson
Insurance Marketing Partners

Filed Under: Uncategorized

PIAW Automation Day – 2017

April 11, 2017 By Mike Peterson

The following are the links that we explored at the 2017 PIAW Automation Day at West Bend Insurance – Enjoy!

Hardware

Glary Utilities | Glarysoft
The Great Suspender – Google Search

Organize Work

Google Keep
Asana
OneNote: Getting Started – OneNote
Compare Producteev vs Todoist vs Evernote vs Asana vs Wunderlist vs Slack | GetApp
All Your Tasks. One Screen. – Taco

Scheduling

Pomodoro Technique Style Online Timer | Marinara by 352

Environment

Noisli – Improve Focus and Boost Productivity with Background Noise
Coffitivity
Stayfocusd – Google Search
What is “brain hacking”? Tech insiders on why you should care – CBS News

Training

Free Online Classes | Skillshare
Highbrow
Free Online Courses & Online Learning from Alison
LEARN SOMETHING NEW: Best Learning Tools
Social Media Academy
ms office training – YouTube
Lynda.com Signup
5 Top Productivity Podcasts for a Better 2017! – TimeCamp
Stitcher Radio | Search

Keyboard Shortcuts

60 Essential Microsoft Office Keyboard Shortcuts for Word, Excel, and PowerPoint
How to Use Text Expansion to Save Yourself Hours of Typing Every Week

Google Search

Mastering Google Search Operators in 67 Easy Steps – Moz

Chrome

Chrome Web Store – Extensions

Password Mgt

The Best Password Managers of 2017 | PCMag.com
LastPass | Password Manager, Auto Form Filler, Random Password Generator & Secure Digital Wallet App
Never forget another password | Dashlane
Google Passwords
World’s Best Password Manager | RoboForm
Estimating Password Cracking Times

Inbox

Reach inbox zero in Gmail with these 5 tricks | Popular Science
Twelve ways to make yourself a Gmail genius | Technology | The Guardian
Automate Me: How to use Gmail templates to answer emails quicker

Cloud & File Transfer

Compare Dropbox vs Google Drive vs OneDrive vs WeTransfer | GetApp

Online Readers

Guide to the Constitution

Writing Tools

Hemingway Editor
Free Grammar Checker | Grammarly
TitleCase – Text Conversion Solutions
15 best voice to text apps for iPhone & Android | Free apps for android, IOS, Windows and Mac

Social Posting

Buffer – A Smarter Way to Share on Social Media
Plans – Social Media Marketing & Management Dashboard – Hootsuite

Online Meetings

GoToMeeting Pricing | GoToMeeting
Pricing & Offers | join.me
Plans and Pricing – Zoom
Google Hangouts
Meet the new Hangouts

Sharing Video Clips

Loom – Quick Videos, Faster than Typing
Recordit: Record screencasts fast & free! with GIF Support!
Screencast-O-Matic

Email Marketing

Email Marketing Platform | MailChimp

Blog/News Reader

Today / Me
Pocket: My List

Automation

Learn how IFTTT works – IFTTT
Business Automation Software – Automate.io
The Zapbook – Explore Case Studies, Use Cases, Customers, and Apps – Zapier

Self Analytics

Instant
RescueTime : Time management software for staying productive and happy in the modern workplace

Maps

Google Maps
BatchGeo: Create an interactive map from your data

 

Filed Under: Uncategorized

2015 IIAW Convention Winner

June 20, 2015 By Mike Peterson

Thanks to everyone that entered the Insurance Marketing Partners drawing at the 2015 IIAW Convention!

It was a great time catching up with old acquaintances, and meeting a few new people as well.

$100 Amazon Gift Certificate

The winner of a $100.00 Amazon Gift Certificate is:

Wendy Arnold, CIC
Johnson Insurance
Madison, Wisconsin

Congratulation Wendy! Please email me at mike@insurancemarketingpartners.com to confirm your email address and I’ll email your $100 Amazon Gift Certificate right away!

Mike Peterson
Insurance Marketing Partners

Filed Under: Uncategorized

Social Marketing Opportunities upon Policy Delivery

December 4, 2014 By Mike Peterson

There’s no doubt that every insurance agent in the nation has been taught to hand out a few business cards to new customers at the time of policy delivery, and asking them for a small favor:

“As you likely know, referrals are a big part of our business, so If you have any friends, family, or business contacts that could benefit from our services, I’d appreciate you providing them with one of my cards.”

While that might work from time-to-time, most of those business cards end up in a drawer, never to see the light of day ever again. Even if it does work, they are only likely to share your cards with one, maybe two people. The problem isn’t you, it’s the fact that most people aren’t comfortable asking others to meet with their insurance agent.  Generally speaking, however, people do like helping other people, and they will feel more comfortable with a more passive referral – in other words, a social review.

Asking For a Different Kind of Favor

Instead of passing out business cards and waiting for the phone to ring, we’d suggest that you modify your policy delivery process and begin asking for online reviews instead. Online reviews are quickly becoming the social proof and life blood of any business whether it be product or service related.

You’ve likely used online reviews yourself when looking for a nice restaurant, or booking travel. Believe it or not, people also use online reviews to check out insurance agencies as well. More often than not, they’re checking you out way before choosing to pick up the phone or fill out an online form. In fact, some studies have suggested that nearly 60% of a sale has already been made through online research, before you even meet your prospect.

Best of all, Online reviews keep working for your agency over and over again. Over the lifetime of a review, it may influence dozens, if not hundreds of new prospects, making them comfortable enough to pick up the phone and give you call.

Because of this we’d like to suggest you add the following steps to your new business process. Feel free to modify this to meet your agency’s needs:

  1. Gather the prospect/client email during the quoting process.
  2. Ask permission to add them to your agency newsletter mailing list.
    1. Add email address to your agency management system.
    2. From time-to-time, synchronize your agency management system’s client and prospect data with your email marketing platform.
  3. At the time of policy issuance/delivery:
    1. Give client a few business cards, asking them to share them with family, friends, and business associates.
  4. Two-days after delivery, send a personalized thank you email by way of utilizing an email template such as this:

 

Dear <name>,

Thank you for choosing <agency name> for your <Personal/Commercial> insurance needs. We appreciate your vote of confidence and look forward to a long relationship.

Referrals are an important part of our business, and we appreciate any recommendations you extend to your friends, family, neighbors and business associates. Be assured they will always receive special attention and the finest service.

In addition to direct referrals, online reviews are becoming equally important to individuals and businesses when shopping for goods and services online. Therefore we would ask that you take a moment to leave a short online review of our agency on either Facebook or Google+. The links to our review pages are:

Facebook Reviews

Google+ Reviews

Once again, thank you for choosing <agency name> Insurance.

Sincerely,

 

Conclusion

By implementing these simple changes to your new business processes, your entire sales staff will be actively soliciting Facebook Likes and online reviews from every new policyholder. Before you know it, you’ll have a number reviews to help promote your agency and attract new business.

Notes

  1. Instructions on how to link to your Facebook Reviews
  2. Instructions on how to link to your Google+ Reviews
  3. Instructions on how to create an email template
  4. Be sure to test all links once they are setup to ensure accuracy and functionality.

Filed Under: Search Marketing, Social Marketing, Training

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Insurance Marketing Partners
N47838 Tower Rd
Strum, WI 54770
855-797-2432
mike@insurancemarketingpartners.com

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