Posts Tagged ‘Insurance Lead Management’

Writing Content for Your Auto Responders

You’ve heard it before: It’s all about the content!

Well, someone has to write that content, and that someone is you. Your mission is clear: For your auto responders to be successful, the content must be easy understand, impossible to ignore. How can you make it happen?

Create a relevant subject of your email: Create a subject line that practically guarantees your email will be opened.  When writing your subject, keep in mind that  people are scanning their inbox and you have to stand out.  Very few readers actually sit down and work their way methodically through their emails.  No, they are far more likely to reduce email time by simply running their eyes down the page.  So, standing out is essential.  Using words that catch people’s attention is vital, but you also need to project an honest idea of what is inside the email.  The trick to doing this is to make an action statement or to ask a question.  People want you to solve their problems, so by identifying the most common issues faced by your readers and asking them about it will help to draw them in.  For example, you might ask your readers “Tired of paying high prices for minimum coverage and horrible service?”  This implies that you have a better option and they will be more likely to click on your email. 

User action verbs such as “protect”, “maximize”.
Tell your prospects what to do “get a quote”, “contact us”, “reply to this email”
Use adjectives like “low cost”, “easy”

Some great examples of subject lines are:
Protect your assets in this economy
Maximize your protection for your lifestyle
Be proactive about your financial security
Easy and painless insurance information without pushy sales

Next, establish rapport: Make the next section of your email personal.  Use your prospect’s name and it will help you to make that connection.   Keep in mind your business model and the image that you want your consumer’s to think of when they work with you.  Keep your emails upbeat, active, and discuss the strengths of your agency.


What Is An Insurance Lead Management System Anyway?

When searching for a Lead Management System for your insurance agency, most agents don’t know what to look for. There are a lot of systems out there that cater to lead management, but what do they do and what features do they offer specifically for the insurance industry?

1. Look to save time with the leads that you purchase. Look for a system with automatic import of leads and one that works with most lead sources. Typing in leads is the last way that you or your staff needs to manage their prospects.

2. Make sure you have Auto Responders for your leads. Getting there first is the key. Auto responders will represent your agency even when you are at home sleeping. Make your system work for you. 

3.  Look for Drip Emails.  A drip email system will keep you actively in front of your prospects by emailing to your leads at a time period that is condusive to your business model.

4. If you have a large staff, make sure leads automatically assign to your producers. This will save time and get the leads to your producers faster.

5. Go out of your way to set appointments inside the system so follow up does not fall through the cracks.

6. Find a system that supports your business model. Support your agency philosophy with your prospects as well as your clients. If you don’t want to type out your leads into a system, you should not hold extra paperwork in your office for people that you are not obtaining premium from. Find a system that supports your paperless way of doing business.

7.  Make sure to run the reports that help your office run more efficiently. Make sure you can see what your production rates are, conversion ratios, and pull out your leads based on various criteria with little effort.

The more you get to know the lead management industry and the system’s available, the more you will increase your close ratios.