We've been getting a lot of questions from agents about how to market online. This week, we have a list of our best posts on digital marketing and social selling - all curated for you in one place! Most, if not all, of the posts linked below also have a video summary if you're pressed for time.
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Last updated: June 1, 2023.
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General Marketing Tips: Apps, Strategies & Mindset
Social Media & Publicity
Email Marketing
Video Marketing
Website & SEO
Lead Generation
General Marketing Tips: Apps, Strategies & Mindset
Not used to a digital-only work environment? Not sure how to make short work of boring tasks like copying data from one app to another? Don't know what you should be talking to your clients about right now? Here are the tips, tools, and advice that have worked for us.
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How to Take Your Agency Online. Here's our quick run-down of what you need to take your agency online, and the tools we used to make this switch. See the Post |
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6 Sanity-Saving Apps & Extensions. If you haven’t been keeping up with the latest apps and extensions that save you time (and sanity) during the workday, don’t worry. We’ve tried quite a few, and here’s what made the cut. See the Post |
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How to Use Zapier to Automate Tasks. Not using Zapier to automate day-to-day tasks? You’re probably spending too much time cutting, pasting, copying, sharing, and otherwise wrangling your data. See the Post |
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How to Use Trending Topics to Market to Your Clients. If you know how to use trending topics to market to your clients, you’ll always have something to say and can stay top-of-mind with your audience. See the Post |
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How to Use Personal Experience as a Marketing Tool. We're all living through history right now - here's how to turn personal struggle, stress, or loss into something you can use to connect with your clients. See the Post |
Social Media & Publicity
Social media is more important than ever right now for agents who can't meet face-to-face with clients. If you use it right, you can continue to be a part of your clients' lives and strengthen your relationship with them.
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8 Easy Marketing & Social Media Updates. Your marketing arsenal consists of social media profiles, business directory listings, your website, and more. Here's a checklist to help you keep them up-to-date. See the Post |
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Social Selling That Actually Works. Social selling should never be the equivalent of a cold call. Here's how to make sure what you're doing resonates with clients. See the Post |
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4 Easy Ways to Engage Prospects on Social Media. Looking for easy ways to engage prospects on social media? Here are four ways you can tweak your posting strategy to shake things up! See the Post |
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2020 Social Media Calendar. Not sure what to say on social media? Use the conversation starters in our 2020 social media calendar. See the Post |
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How to Pick the Best Social Networks for Your Agency. If you’re like many agents, you’re not sure how to pick the best social networks for your agency. Here's a results-driven look at what each offers. See the Post |
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FB Ads for Life Insurance Agents. Let’s talk about how life insurance agents can launch a successful advertising campaign through Facebook (guest post from Sean Dudayev of Frootful Marketing). See the Post |
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6 Ways Life Insurance Agents Can Use Facebook Messenger. Even if you don't want to use Messenger, you can customize the auto-replies your Facebook followers see when they message you to deliver better customer service. See the Post |
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4 Ways to Increase Organic Reach on Facebook. With engagement being the primary driver of the new algorithm, we all have our work cut out for us. Here's how to connect with clients without paying for ads. See the Post |
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4 Tips for Making Genuine Connections on LinkedIn. Here are four tips for keeping it real on LinkedIn, from connecting to messaging to using a 100% authentic approach. See the Post |
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4 Ways to Use Twitter for Prospecting. Did you know you can use Twitter for prospecting? You can create and save searches that bring you right to people in your location who are already talking about insurance. See the Post |
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How to Use Pinterest to Reach Your Niche Market. The trick to Pinterest marketing? Reach prospects by using Pinterest the same way they do — for fun and information. See the Post |
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How to Be a Guest on a Podcast. Podcasts are an AMAZING way to reach a wide audience when you can't connect face-to-face. See the Post |
Email Marketing
Social media isn't the only way to keep in touch. Your email list is worth more than ever before now that you can't meet with clients and prospects in person. Here's how to make the most of it.
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Why Life Insurance Agents Need an Email List. An email list is the gold standard when it comes to marketing, but it's more important than ever during the COVID-19 pandemic. See the Post |
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10 Ways to Grow Your Email List. The money, as they say, is in the list. But what if you don’t have a list? Or what if your list is too small to generate new leads for you? Here's how to fix that. See the Post |
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5 Ways to Use Your Email List. After you build your list, what should you do with it? We have a few ideas... See the Post |
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How to Build Your Mailing List with Text Messaging. When you build your list with text messaging, you’re giving your clients and prospects more ways to interact with you. See the Post |
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How to Send a Newsletter Clients Want to Read. The gold standard is an email newsletter that clients can't wait to open, with content delivered in an easy-to-digest format. Here's how to achieve that. See the Post |
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Email Marketing FAQs. Email marketing how-to articles are great – we’ve done quite a few. But every article always leads to more questions, so we’re answering the most common ones here. See the Post |
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How to Turn Automated Email Sequences into Mini-Courses. Already using drip email campaigns? With a few easy tweaks, you can turn them into mini-courses to give your prospects a greater sense of value. See the Post |
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4 Ways to Use Your Email List to Improve SEO. If you rely on your website to bring in new leads, you know how important SEO is to your bottom line. But you might have overlooked one important way to show Google just how relevant your site is. See the Post |
Video Marketing
With video marketing, it's like you're right there with a client or prospect - but you can really be safe at home in your bunny slippers. Camera shy? We've also covered ways you can make videos without appearing in them yourself.
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Video Marketing for Insurance Agents with Nick Ayers. Here's how Nick uses video throughout the customer journey. See the Post |
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How to Create Your YouTube Channel. Some of you probably want to communicate using video, but need guidance on the nuts and bolts of setting up a YouTube channel. We’re here to help! See the Post |
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4 Ways to Make Videos without Appearing on Camera. Would you do more video marketing if you could make videos without appearing on camera? You can – and we’ll show you how. See the Post |
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How to Email Video to Your Client. Once you've created your YouTube channel and uploaded your video, here’s how you send that video to a client via email. See the Post |
Website & SEO
Your website is your digital billboard. To make sure you get the most bang for your buck, it needs to send the right signals to Google and the right message to your clients and prospects. Here's how to make that happen.
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SEO for Life Insurance Agents. This post covers the "big picture" of SEO - we cover local SEO in the post below. See the Post |
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Local SEO for Life Insurance Agents. If you want nearby clients and prospects to find you, optimize your website and social media profiles to make it easy for them. See the Post |
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How to Set Up Google Search Console. Search Console gives you crucial information like the number of your site's pages indexed by Google, and the search queries prospects used to find your site. See the Post |
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6 Tips for a Great "About" Page. Your personal brand is important in convincing a prospect to do business with you. Having a great 'about' page on your website is a key component of that brand. See the Post |
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How to Optimize Your Website for Voice Search. Digital assistants and devices that use AI continue to gain in popularity. Here's how to make sure they can find your website. See the Post |
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How to Use Google My Business to Reach Local Prospects. Do you use Google My Business posts to reach local prospects? They’re easy to use, free, and give you a direct connection to local prospects to share news, events, offers, and more. See the Post |
Lead Generation
How can you find leads in this new digital-only landscape? We explored this issue for traditional, digital, and hybrid agents, and the ideas are still relevant.
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14 Ways to Find New Leads: Part 1. Think of each of the lead sources described below as a stream of income. The more well-rounded you are in terms of lead sources, the more future-proof — and profitable — your client base will be. See the Post |
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14 Ways to Find New Leads: Part 2. These are online strategies that use social media, digital advertising platforms, SEO, and more. Fire up your laptops and let’s get started! See the Post |
That's our look at how to market online!
What topics do you want more info on? What else do you want covered? Tell us and we'll do our best to cover them soon. Or tell us how you've been adapting to our new online-only world during quarantine. We'd love to hear how you guys are doing!
