The Online Insurance Sales and Marketing Funnel

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The way insurance is marketed and sold today has forever changed, yet few insurance agents understand how the process works. To help you on the new online opportunity, we put together this walk through to give you an inside look at the online marketing and sales process.

More at https://www.whyaim.com/funnel/

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The Online Insurance Sales and Marketing Funnel

  1. 1. www.whyaim.com/funnel THE ONLINE INSURANCE SALES AND MARKETING FUNNEL See the complete infographic at www.whyaim.com/funnel
  2. 2. www.whyaim.com/funnel INSURANCE SALES IS MOVING ONLINE, AND IT’S HAPPENING A LOT FASTER THAN YOU MIGHT THINK
  3. 3. www.whyaim.com/funnel SO HOW DO YOU CAPTURE YOUR PIECE OF THESE ONLINE SALES? To succeed online, you need to first understand how marketing and sales work in this new world. We call this “The Online Insurance Marketing and Sales Funnel”. Let’s walk through it…
  4. 4. www.whyaim.com/funnel YOUR FIRST CHALLENGE IS TO GET VISITORS TO YOUR SITE. There are Five Ways:
  5. 5. www.whyaim.com/funnel Most agents think about getting traffic from search engines. That’s the hardest way – remember that there are only 10 spots on the first page of Google for a given phrase. There’s a good chance your competition for these spots (carriers, brokers, and lead gen companies) have deeper pockets and more resources than you.
  6. 6. www.whyaim.com/funnel So instead, we recommend focusing on two other strategies. You’ll see faster results with less work. 1. Social networks – Engage your existing network to help spread the word and drive people to your site 2. Website referrals – Get links back to your site that visitors click on
  7. 7. www.whyaim.com/funnel ONCE YOU GET A VISITOR TO YOUR SITE, YOU HAVE TO GET THEIR EMAIL ADDRESS. THIS IS WHAT MAKES THEM A LEAD. Again, there are five ways.
  8. 8. www.whyaim.com/funnel To get a visitor to give you their email address, you have to give them a good reason. Loading your website with great content, downloads, and clear calls to action is key.
  9. 9. www.whyaim.com/funnel NOW THAT YOU HAVE YOUR VISITOR’S EMAIL ADDRESS, YOUR NEXT TASK IS TO GET THEM INTERESTED IN YOUR INSURANCE PRODUCTS.
  10. 10. www.whyaim.com/funnel Email marketing is a great way to keep a lead engaged and turn them into a prospect.
  11. 11. www.whyaim.com/funnel ONCE A LEAD SHOWS INTERESTED IN A PRODUCT YOU SELL, YOU CAN FINALLY CALL THEM A “PROSPECT”.
  12. 12. www.whyaim.com/funnel At this point, you transition from “marketing” to “sales” tactics. These should feel much more familiar, though they can still happen online.
  13. 13. www.whyaim.com/funnel When a prospect takes a meeting, your goal hasn’t changed: uncover a need they have that one of your products fills and get them to submit an application. YOU STILL HAVE TO MAKE THE SALE!
  14. 14. www.whyaim.com/funnel YOU HAVE A SPECIAL TOOL ONLINE CALLED “REMARKETING” Remarketing allows you to show your website visitors banner ads on other websites that drive them back to your site. You can even show them ads specific to pages on your site they visited. The more people you can get to your site, the more people you can remarket to.
  15. 15. www.whyaim.com/funnel PUTTING IT ALL TOGETHER… Insurance has moved online. To succeed in this market, you must become a master of the online funnel. There’s no need to go alone – AIM is here to help you.
  16. 16. www.whyaim.com/funnel WANT THE FAST TRACK TO ONLINE SUCCESS? JOIN THE CONNECTED AGENT Complete Online Marketing Platform: • Loaded with Great content • Mobile-ready designs • New blog content 2x a month • Integrated online marketing campaigns • Customized around your business More at www.connectedagent.biz

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