1.
www.whyaim.com/funnel
THE ONLINE INSURANCE SALES AND
MARKETING FUNNEL
See the complete infographic at
www.whyaim.com/funnel

2.
www.whyaim.com/funnel
INSURANCE SALES IS MOVING ONLINE,
AND IT’S HAPPENING A LOT FASTER THAN
YOU MIGHT THINK

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.
www.whyaim.com/funnel
YOUR FIRST CHALLENGE IS TO GET
VISITORS TO YOUR SITE.
There are Five Ways:

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.
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.
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.
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.
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.
www.whyaim.com/funnel
Email marketing is a great way to keep a
lead engaged and turn them into a prospect.

11.
www.whyaim.com/funnel
ONCE A LEAD SHOWS
INTERESTED IN A
PRODUCT YOU SELL,
YOU CAN FINALLY CALL
THEM A “PROSPECT”.

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.
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.
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.
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.
www.whyaim.com/funnel
WANT THE FAST TRACK TO ONLINE SUCCESS?
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