Posts Tagged ‘lead management’
New Year – NEW FEATURES in 2012!
New AgencyIQ Features
Happy New Year 2012! A new year brings new OPPORTUNITIES…. and AgencyIQ has rolled out New Features that will have a positive impact on your marketing in 2012. The best news is….. they’re FREE!
*Upgraded Email Certificate – promotes improved deliverablity and open ratios for emails to your prospects and clients….FREE!
*Newsletters - send a monthly Newsletter to up to 2,000 recepients per month….FREE!
*Mirrored Emails - receive emails to any email address outside of AgencyIQ… great for mobile applications or remote use and keeps a record of all of your correspondence…FREE!
ALL of these New Features are fully integrated into the AgencyIQ workflow platform and create a fully robust Marketing System for your agency!
Check out these new features in our “Lunch-n-Learn” webinars on Wednesdays from 12:00-1:00pm CST. You can also learn more about Newsletters by clicking on the following link Webinar Schedule
AgencyIQ is excited to bring these Powerful, New Tools to you for 2012….
Let us help you Grow with our AgencyIQ Marketing System!
AgencyIQ Newsletters are AVAILABLE!
AgencyIQ Newsletters
AgencyIQ has rolled out another powerful tool to engage your prospects and clients while building your brand. Newsletters are the perfect compliment to an on-going drip email campaign. With AgencyIQ, you now have the ability to coordinate your drip email efforts with the “POP” of a well timed Newsletter.
Newsletters are a great way to:
*Cross-sell
*Send reminders to review coverages
*Provide emergency contact info in case of a disaster
*Seasonal and Holiday greetings
*Build your Brand and Relationships
As an AgencyIQ subscriber, you have the ability to send a Newsletter to 2,000 receipents per month….. FREE! Additional mailings are available, contact us for rates.
We want to help you with implementing your Newsletter campaigns, so visit our webinar schedule and register online! Our Webinar Schedule will feature a series of Sessions devoted to Newsletters!
Mirrored Emails….What’s That?
View Training Video
When the Tech Team came out with this feature, I was like…Uh-Oh… What is it and how do I explain it? Turns out it’s Very Simple and VERY COOL! This new feature allows you to store all of your email correspondence inside AgencyIQ AND in another email address. So, for example, you receive an email into AgencyIQ, it will also show up in your Outlook or other email address. Many of you have requested this feature and now its functioning inside your AgencyIQ account. Follow these steps to activate this feature in AgencyIQ:
*Go to “My Settings” in the top right hand corner
*Click on the “Email Configuration” Tab
*Type in your “Mirrored Email Address” in the 2nd Box
*Click “Save”
That’s it! Now, anything you do inside AgencyIQ or your other email address server will be “mirrored” in both accounts. If you’re on the move or don’t have time to sign into AgencyIQ, you can still see all of your correspondence inside your other email address. This also provides accurate tracking of ALL of your email correspondence with clients, no matter if it orignates from AgencyIQ or your other email address!’
If you have any questions about this NEW feature or any of our other NEW features that have rolled out in the last few weeks, visit our website www.agencyiq.net and contact us for assistance or an overview of all of our new features!
Delivering Great Customer Service
Every company says they “Focus on Customer Excellence”, “Our Customers Are #1”… but how effective are they in delivering GREAT customer service? Review the list below for some insights and ideas on how to create a GREAT customer experience:
- Know your Customers – Who are your chosen customers? What are their needs and expectations? How well are you meeting those needs
- Empower Your Front-line Staff – train your staff to handle customer issues themselves. Allow them to act independently and with flexibility. Nothing kills customer service quicker than “I have to check with my manager”.
- Organization/Importance – Customer service must be a priority for Senior Management! Develop an organizational mentality that facilitates a smooth flow to resolve customer issues and places a priority on a positive, successful resolution to customer issues.
- Turn Problems into Opportunities – if handled quickly, fairly and effectively, you can turn a customer with a complaint into an advocate for your brand!
- Learn from Your Mistakes AND Your Successes – View mistakes by your staff as learning opportunities! Be willing to change procedures or practices based on customer and staff feedback. Review your successes and incorporate those practices and principles into areas that may need improvement.
- Anticipate the Future – Technology changes constantly! Don’t fall into the trap of “if it’s not broke don’t fix it”. The business landscape is piled high with the corpses of businesses that failed to recognize and embrace change. Webchat, email, text messaging, Facebook, Twitter are just a few of the high tech avenues to communicate with customers. Don’t let your customers disappear into the technology dimension without you!
Contact AgencyIQ today for a FREE 15 Day Trial and let us help you provide a GREAT CUSTOMER EXPERIENCE for your prospective and existing clients!
CALLING IT QUITS
Mike Modano, the star forward for the Dallas Stars hockey team, has probably played his last professional hockey game. I was one of the fortunate few to be in the stands for his last Home game appearance. What a night to remember: Modano had an assist on a goal, scored the game tying goal late in the 3rd period and scored a goal in the overtime shoot out to win the game against his nemisis the Anaheim Ducks! Talk about a story book ending to a career….. And a perfect end to a career spent with one organization for his entire career, playing key roles as leading scorer, team captain and mentor and elder statesman in the locker room as his career ended. A truly humble player and man, Mike gave back to hockey and the community; generous with his time, money and talents, the city of Dallas is better for his involvement over the last 16 years. The Dallas Stars have some mighty big skates to fill with Mo’s departure.
In our careers, we’ve all know a few Mike Modano’s. People that embody the spirit of our company, contributing at the highest level, team players, always encouraging those around them and bringing out the best performance of others through their example in action. You just can’t imagine how you’d survive without that person! Unfortunately, most organizations don’t plan ahead in anticipation of key personnel eventually leaving. Do you as a business owner have key personnel that you depend on to carry the load? We all do, but do you have a plan on how to move forward if/when they leave? Succession planning is usually way down the list of strategic planning activities, but it is vital to the sustained growth of an organization that you have a plan for replacing key employees. To keep your company vibrant, forward thinking and prepared, having a potential talent pool of internal or external resources is not only smart, it will save you and your organization a lot of heart ache when the day comes for a key employee to be replaced. As a owner/manager, it’s important to recognize the Modano’s in your organization and look ahead on how to deal with the void after their last “game”.
TUMBLING DOWN
Ever hear the John Mellencamp song “Tumbling Down”? That’s what I thought of when the old Texas Stadium in Irving, TX was demolished recently. Being a native of the area and a huge Cowboys fan as long as I can remember, I could not convince myself to join all those who watched in person or on TV the destruction of a place that held so many memories. Landry, Staubach, Lilly, Aikman, Irvin, Smith, the Ring of Honor, NFC Championship games…. The list goes on and on. And yes, I do believe the hole in the roof was there so God could watch His team play! What was once a state of the art facility featured in numerous movies and mesmerized Sunday football viewers on TV, had, over the years, suffered from age, neglect and a public that demanded new heights of technology to keep their intrest. No lingering, slow demise for this former showcase, Jerry Jones, the eternal promoter, made Texas Stadium’s last hurrah another money making deal. It was even sponsored by Kraft Foods (I don’t get it… but they ponied up the cash, the single largest requirement). Faster than you can say “Kraft macaroni and cheese”, Texas Stadium disappeared in a cloud of dust, soon to be a distant memory of those who will remember her in her glory days!
Yes friends, even those monuments that seem indestructible on their christening day, have their eventual fall from favor and are replaced. So it is with the tools we use to run our business. Technology changes constantly, computers and communication systems require constant review and the software we use to manage our data is always undergoing tweaks and updates. Over the next few weeks and months, you will be receiving notices of important enhancements to the AgencyIQ operating system. Future blogs and newsletters will detail these enhancements that will make your lead management efforts more effective, efficient and increase your book of business. AgencyIQ is committed to delivering to our clients the tools you need to grow your business. Please look for these announcements and let us know what you think!!
CYBER MONDAY RULES!!
The Missing Piece
If you have any doubts about the impact of the Internet on business, check out the sales racked up on Cyber Monday this year! It is estimated that sales could increase over 6% from 2008 levels to over $900 billion in 2009 according to online tracking company comScore Inc. according to an article in Monday’s Wall Street Journal Online November 30th,2009 (http://online.wsj.com/ ). This would represent a single day sales record for Internet sales…… in what most of us would consider a very challenging economic environment. I bet there are a number of managerial types walking around trying to figure out how much time their employees spent on the Internet today shopping instead of work related activities!!!
I think my point is obvious, more and more consumers are using the Internet to make purchases. This year over 96 million people shopped on the Internet on Cyber Monday up from 85 million last year. Cyber Monday only entered our lexicon in 2005!!!! Typically 5% of holiday shopping is done online, but this year could see up to 10% of all holiday shopping. Much of this frenzy is generated by online and email promotions by retail companies. Does that get you excited? Is does me!!!! If you aren’t using online, email and social marketing, you may be missing a huge potential client base that represents a tremendous opportunity to grow your business.
Internet marketing is the missing piece of the puzzle for 2010. Making the most of any lead means utilizing email marketing and a full CRM system to track all of your prospects. Let AgencyIQ assist you with maximizing your leads and growing your business!
Demystifying Online Leads
Insurance Agents are constantly looking for new ways to open discussions with more prospects. The online lead frenzy has been taking over the marketplace for the last five years and is getting some mixed reviews. We have to realize though, as a consumer in general, every product is pitched as the saving grace for our all our problems. Online lead companies are no different in their advertising than any other company. It is our job as consumers to test their claims, see through them, and to come out the other side with a way to find the happy middle.
Lead companies will paint the picture that the leads are coming to the agent waiting with baited breath for an insurance quote that will rock their world. As insurance agents soon find out, this is not reality. Lead companies are also portraying that buying online leads cuts down on competition because the lead is only sold to a select number of agents. These are all very misleading to the actual world of how online leads work.
Online leads are submitted by the prospect requesting information online. Most of the time, the prospect will walk away from their computers and get on with their day. In their mind, it is your job to get the quotes to them. Second, leads can be sold to a variety of agents. You may be one of 8, and the only captive agent in your area, but ask the important questions of how many national insurance providers are also subscribing to that lead. These major companies have computer systems that send quotes immediately, a team of call center operators, and electronic auto responders to make contact with prospects. It is important to do your research and find out how many agents of various providers are competing in your area.
These national providers will have systems that send out a quote immediately that is very low and does not include factors of insurance score, credit history or much else. This is a teaser quote to get someone to call or email and give that company a fighting chance for the business. Even if the quote goes up, the prospect was drawn to their customer service portal for that all important “conversation”. Make sure you know your competition. Know how they work and know what their goals are, it will help you counter their offer and get in there and be a strong resource for your prospect. Take a different approach to reaching your prospects. A personal agent can be more persistent, available, an insurance educator, a client advocate, and provide the personal service that an insurance powerhouse can’t. Some people are tired of canned service and don’t want to work with a national powerhouse. Remember that every prospect is different. The close ratio on the national level is 10% and they are happy with those results. They will pursue the business differently and do not deliver the personal service that an individual agent can. Remember that their 10% close ratio leaves 90% of the business still out for the rest of the industry.
Finally, realize that the sales game has changed with online leads. Agents today have to use their prowess in the areas of marketing and connecting with agents when trying to reach these prospects. There is good money in these leads and strong close ratios. But agents have to have the right tools to compete in this area of the industry. Today’s technology provides us with tools like a lead management system to help provide us with the necessary equipment to be competitive. Look for automatic importing of leads (stop data entering those leads!), auto responders (remember get there fast, get there often), ability to assign the lead to various producers, ease of setting reminders for follow up and even the ability to keep your quotes and prospect documents in one place. These lead management tools are vital for keeping you consistent with keeping your follow up steady, storing all your leads in one paperless system, and keeping up with your investment. Stop just throwing that $12.00 lead in the trash after 30 days.
Get smart and look at what the powerhouses in insurance are doing. Do you have to be a powerhouse? Absolutely not! Deliver the ease of service, the quick responses, the continuous follow up, AND service and your clients will have the best of both worlds. Your referrals will soar and your business will see success like never before. Utilize these online leads with caution…remember to keep a level perspective, and sell away!
