Insurance Agency Marketing Tools for Design, Social Media, Emails, and More

Easy Marketing Tools for Insurance Agencies

Easy Marketing Tools for Insurance Agencies

Every agency has a different view when it comes to marketing for their agency and, therefore, places their focus on certain methods.

Some focus heavily on their website while others put their efforts towards social media. Some rely on mainly referrals and others put together extensive email marketing plans.

Whatever your style, we also know that each agency varies on the resources available for marketing.

That’s why I thought a handy list of easy (and often free!) marketing tools would be beneficial for life and health agencies hoping to spread their brand and continue to grow their business.

Marketing Tools for Design

There are a lot of statistics out there urging marketers to use more and more visuals. For instance, HubSpot says:

  • 32% of marketers say visual images are the most important form of content for their business, with blogging in second (27%)
  • In an analysis of over 1 million articles, BuzzSumo found that articles with an image once every 75-100 words received double the social media shares as articles with fewer images
  • Facebook posts with images see 2.3x more engagement than those without images
  • Tweets with images receive 150% more retweets than tweets without images

So whether you’re creating an image for a blog, email, or social post, you need a quick and easy way to do so.

Two easy tools are Canva and Easil. Both offer extensive libraries of templates to help you get started, and editing is a breeze.

Canva offers a Brand Kit where you can keep your agency’s brand colors, fonts, and more. This way, your designs stay consistent and on brand.

Marketing Tools for Social Media

Social media is a great place to engage with prospects and current clients. Insurance agencies use social media as both a branding and a sales tool—read our blog to learn the difference between the two: Social Selling vs. Social Branding: What Agents Need To Know.

However, it seems that social media can often be the marketing method that falls to the back burner. It’s easy to have a lapse in posting or engaging with followers when other things come up.

That’s where social scheduling and monitoring tools can help. Buffer and Hootsuite are both great options for scheduling posts, monitoring all of your profiles in one place, and more.

Both tools utilize drag-and-drop functionality, so it’s quick and easy to make professional-looking designs.

Whichever tool you choose (and there are plenty more out there than just these two), use it to ensure you’re regularly sharing your own and others’ content that your audience will care about.

Don’t forget to share a post every once in awhile about your agency’s culture, as well! Prospects and clients like to know the people behind the business!

Aim to share at least 2-3 times a week (although many businesses aim for more than that), and refer to this blog from CoSchedule on the best times to post.

Writing Tools

Every part of your business requires writing skills: blogging, client emails, website content, etc.

Use Grammarly to check your spelling, grammar, and sentence structure. It’ll truly make you a better writer! You can copy and paste text into it, or install their browser extension and Grammarly edits your text live in Google docs, emails, and more.

When promoting content you’ve written, you need a headline that explains the content well and is interesting enough that people will want to click it. CoSchedule Headline Analyzer helps in this department!

Promoting your content is important, but it’s equally, if not more important, to ensure people who are searching for your content can find it. That’s why keyword research and planning is important.

Keyword Tool, Google Keyword Planner, and others like those give you suggestions for keywords to include in your content based on the main 1-2 keywords you’re trying to cover. The goal is, using the right keywords, you’ll rank your content high in Google search results.

Email Automation Tools

We talk all the time about how important it is to maintain regular communication with prospects and clients to nurture your relationship with them.

One easy way to do this is via email—even easier is using automated emails. We have a ton of content on this subject:

The goal is to identify times it makes sense to reach out to prospects and clients, and automate those. That way, you don’t forget, and it also doesn’t take time or resources away from you.

Automated Workflow in AgencyBloc

The tool that can help you here is Automated Workflow in AgencyBloc. Using dates, status changes, and more as triggers, emails are automatically sent and/or tasks are assigned. All of this is based on your setup, so the possibilities are endless.

Lead Capture & Follow-up Tools

If you don’t have a lead form on your site, you should! And a generic “Contact Us” form doesn’t count.

A lead form should be placed on your homepage with a clear call to action (CTA). Your CTA should tell the site visitor what to expect when they fill out the form. Common CTAs in the insurance world include:

  • Request Quote
  • Request More Information
  • Learn More
  • Contact Us

But I’m sure you can think of more creative ways to express what leads get from you.

To create and place a lead form on your site, use AgencyBloc’s Lead Forms. Build your form, copy the code, and place on your site.

From there, use Automated Workflow again here to ensure leads are followed up with immediately. Send the lead an email assuring them you received their info, and send an “urgent” task to an agent.

Link Tracking Tools

Lastly, with everything we’ve touched on, links are involved. Make sure you can track who’s clicking your links!

Using tools like Google’s Campaign URL Builder or Bitly, you can create URLs with UTM Parameters. If you’re new to creating tracking URLs, read this to better understand HOW you should be building them.

Neil Patel | UTM Parameters

Source: The Ultimate Guide to Using UTM Parameters, Neil Patel

There are three required parts (as explained by Neil Patel):

  • Campaign Source – The platform (or vendor) where the traffic originates, like Facebook or your email newsletter.
  • Campaign Medium – You can use this to identify the medium like Cost Per Click (CPC), social media, affiliate or QR code.
  • Campaign Name – This is just to identify your campaign. Like your website or a specific product promotion.

You can make this as simple or as developed as you want. Use Google Analytics (or another website monitoring tool) to track all of these unique URLs and see which marketing efforts are paying off the most!

The tools we covered in this blog can be used by any insurance agency at any level. Overall, you should aim to provide tools to your agents and staff that are easy—otherwise they simply won't get used.

Ready to learn more about marketing automation for your insurance agency?

In this eBook, you'll learn how you can utilize automation to not only maintain communication with prospects, but also increase organization and efficiency across your entire business.

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Kelsey Rosauer

By Kelsey Rosauer on June 11, 2019 in Online Marketing

Kelsey is the Brand Manager at AgencyBloc. She plans and creates educational resources to help insurance agencies organize, automate & grow their business. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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