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Finance&Insurance
Industry
SUBLMNL MEDIA | ADAM PECHT
Omni-
Channel
Digital
Marketing
Finance & Insurance
Industry
INSURANCEINDUSTRYAVERAGES
Cost Per Click Conversion Rate Cost Per Lead
$3.77 9.1% $41.43
Current Marketing
Strategies 
Attending networking events to build
relationships.
REFERRALS
Sending email blasts to old email
addresses. Low KPIs (Deliverability, Open,
Response, etc.)
EMAIL
Agents calling old phone numbers
COLD CALLS
Posting helpful curated content on Social.
Only reaching first degree connections.
ORGANIC SOCIAL CONTENT
Landing page controlled by parent
corporation.
CORPORATE LANDING PAGE
Diagnostic
The Sublmnl Method
SEARCH ENGINE
Intent based marketing
SOCIAL MEDIA
Highly targeted marketing.
EMAIL
Existing customers and
leads.
The New Era of Marketing
Data Backed Omni-Channel Marketing
Search Engine
SEO
Optimizing webpages to be ranked on the
first page of search results.
GOOGLE ADS
Pay to appear at the top of the page
when consumers search a certain
keyword or phrase.
88%
OF CONSUMERS PRE-RESEARCH
PURCHASES
Intent Based Marketing
Overview
Search Engine
Marketing is top of the
sales funnel, but
produces highly
qualified leads.
SEARCH ENGINE
MARKETING
Goals
Strategies
Wildcards
Drive traffic to website
Lead form submissions
Meetings scheduled
Phone calls received
Audience for re-marketing
Purchased insurance
plans
Competition for keywords
Not able to get approved
for building your own
landing pages
No one needs insurance
Landing pages optimized
lead generation
Landing page created for
each insurance policy
Search Engine
Optimization
Keywords that are easy
to rank for
(i.e. Lowry Auto
Insurance)
AdWords
Purchasing keywords that
relate to each product
Social Media
ORGANIC SOCIAL
Posts that will build your brand.
PAID SOCIAL
Ads appear audience newsfeed.
Influencer marketing
54%
OF TIME SPENT ON PHONE IS
SPENT ON SOCIAL MEDIA 
Highly Targeted Marketing
Overview
Social Media
Marketing plays a role
in every level of the
funnel.
SOCIAL MEDIA
MARKETING
Goals
Strategies
Wildcards
Brand awareness
Drive traffic to website
Sales/Lead generation
Staying top of mind
Retargeting web traffic
Audience for re-marketing
Facebook changes
targeting parameters
Our ads get declined
Insurance becomes a
regulated industry
Social strategy for each
channel
Organic content
Paid Ads
Creative specific to each
product and campaign
Finely tuned audiences
(custom, lists, and
lookalike)
Influencer Marketing
Email Marketing
LIST SEGMENTATION
Personalize emails based on different
factors.
Cross-selling opportunities
TRANSACTIONAL EMAILS
Sending follow-up emails that move
customers through the funnel.
92%
OF ADULTS USE EMAIL 
Existing customers and leads.
Overview
EMAIL MARKETINGGoals
Strategies
Wildcards
Connect with current and
past clients
Staying top of mind
Promoting promotional
campaigns
Driving traffic to website
Audience for re-marketing
Emails get sent to spam
folder
Recipients do not open mail
email addresses are
undeliverable
Sending email blasts to
email lists
Segment lists based on
insurance type
Cross sell to customers.
Send email with call to
action that leads to
landing page
Start weekly newsletter
Email Marketing allows
you to directly move
customers through the
sales funnel.
PAID SOCIAL
ADWORDS
EMAIL
Short
Term
SEO
ORGANIC SOCIAL
Long
Term
StrategyOptions
Marketing Timeline and
Deliverables
DAYS 1 - 45
Onboarding
1 Landing page
design
Deploy organic
strategy
1 Email Campaign
1 Facebook
Campaign
DAYS 46 - 90
Website Design
5 pages optimized
5 organic posts per
channel
1 Email Campaign
7 Facebook
Campaigns
DAYS 91 - 135
5 + pages
optimized
Retargeting
campaigns
5 organic posts per
channel
1 Email Campaign
7 Facebook
Campaign
DAYS 91 - 135
TBD
SUBLMNLMEDIA
Free Consultation
Contact Sublmnl Media to set up a free consultation
Phone: (770)851-4389
Email: atpecht@gmail.com
SublmnlMedia.com

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Digital Marketing for the Finance and Insurance Industry

  • 1. Finance&Insurance Industry SUBLMNL MEDIA | ADAM PECHT Omni- Channel Digital Marketing
  • 2. Finance & Insurance Industry INSURANCEINDUSTRYAVERAGES Cost Per Click Conversion Rate Cost Per Lead $3.77 9.1% $41.43
  • 3. Current Marketing Strategies  Attending networking events to build relationships. REFERRALS Sending email blasts to old email addresses. Low KPIs (Deliverability, Open, Response, etc.) EMAIL Agents calling old phone numbers COLD CALLS Posting helpful curated content on Social. Only reaching first degree connections. ORGANIC SOCIAL CONTENT Landing page controlled by parent corporation. CORPORATE LANDING PAGE Diagnostic
  • 4. The Sublmnl Method SEARCH ENGINE Intent based marketing SOCIAL MEDIA Highly targeted marketing. EMAIL Existing customers and leads. The New Era of Marketing Data Backed Omni-Channel Marketing
  • 5. Search Engine SEO Optimizing webpages to be ranked on the first page of search results. GOOGLE ADS Pay to appear at the top of the page when consumers search a certain keyword or phrase. 88% OF CONSUMERS PRE-RESEARCH PURCHASES Intent Based Marketing Overview
  • 6. Search Engine Marketing is top of the sales funnel, but produces highly qualified leads. SEARCH ENGINE MARKETING Goals Strategies Wildcards Drive traffic to website Lead form submissions Meetings scheduled Phone calls received Audience for re-marketing Purchased insurance plans Competition for keywords Not able to get approved for building your own landing pages No one needs insurance Landing pages optimized lead generation Landing page created for each insurance policy Search Engine Optimization Keywords that are easy to rank for (i.e. Lowry Auto Insurance) AdWords Purchasing keywords that relate to each product
  • 7. Social Media ORGANIC SOCIAL Posts that will build your brand. PAID SOCIAL Ads appear audience newsfeed. Influencer marketing 54% OF TIME SPENT ON PHONE IS SPENT ON SOCIAL MEDIA  Highly Targeted Marketing Overview
  • 8. Social Media Marketing plays a role in every level of the funnel. SOCIAL MEDIA MARKETING Goals Strategies Wildcards Brand awareness Drive traffic to website Sales/Lead generation Staying top of mind Retargeting web traffic Audience for re-marketing Facebook changes targeting parameters Our ads get declined Insurance becomes a regulated industry Social strategy for each channel Organic content Paid Ads Creative specific to each product and campaign Finely tuned audiences (custom, lists, and lookalike) Influencer Marketing
  • 9. Email Marketing LIST SEGMENTATION Personalize emails based on different factors. Cross-selling opportunities TRANSACTIONAL EMAILS Sending follow-up emails that move customers through the funnel. 92% OF ADULTS USE EMAIL  Existing customers and leads. Overview
  • 10. EMAIL MARKETINGGoals Strategies Wildcards Connect with current and past clients Staying top of mind Promoting promotional campaigns Driving traffic to website Audience for re-marketing Emails get sent to spam folder Recipients do not open mail email addresses are undeliverable Sending email blasts to email lists Segment lists based on insurance type Cross sell to customers. Send email with call to action that leads to landing page Start weekly newsletter Email Marketing allows you to directly move customers through the sales funnel.
  • 12. Marketing Timeline and Deliverables DAYS 1 - 45 Onboarding 1 Landing page design Deploy organic strategy 1 Email Campaign 1 Facebook Campaign DAYS 46 - 90 Website Design 5 pages optimized 5 organic posts per channel 1 Email Campaign 7 Facebook Campaigns DAYS 91 - 135 5 + pages optimized Retargeting campaigns 5 organic posts per channel 1 Email Campaign 7 Facebook Campaign DAYS 91 - 135 TBD
  • 13. SUBLMNLMEDIA Free Consultation Contact Sublmnl Media to set up a free consultation Phone: (770)851-4389 Email: atpecht@gmail.com SublmnlMedia.com