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Email Marketing Strategy for Insurance Agents

December 04, 2019 / Category: Insurance Agents, Marketing

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Our program is designed for agents who are looking to increase their sales exponentially.  It requires persistence, consistency, and the desire to work smarter.  We use this formula for ourselves.  By using a CRM a lot of the work can be automated, making it easier for you to increase your appointments and closing sales ratio.

We’ll tell you how we do it.  If you want to copy our system, go ahead, “Imitation is the sincerest form of flattery”, Charles C. Colton.  You wish for us to help you.  We’ll be glad to do so.

  • You must have a CRM. If you don’t have one, get one. There are many programs on the market and it will make your life so much easier.

Make sure your CRM does the following:

Import from Excel and Export to Excel in XLSX, or CSV format.

  • Reason #1: Email marketing campaigns will want the data to be imported in XLSX format.
  • Reason #2: Email Scrubber will want the data to be imported in XLSX or CSV formats.
  • Reason #3: Phone DNC will want the data to be imported in CSV format.

Record history for each prospect:

Reason: While speaking to a prospect, you will have historical information about campaign(s) for that particular prospect.

  • Ability to segregate the by history, Names, Company, City, Zip, etc…

Reason: Based on how you wish to engage with your targeted market, you want the flexibility to use your data, and more (that is the basic).

Some stats to help you:

  • 79% of leads fail to convert without CRM (Pardot)
  • 65% boost in sales quotas is realized by businesses with CRM (Innopple Technologies)
  • 60% of the time, CRM is used for email marketing by small businesses (
  • 47% of the time, leads nurtured in a CRM system is converted (Annuitas Group)
  • 41% revenue increase is attained with CRM (Trackvia)

Today, agents must work smarter to find targeted prospects and win their trust.

Email marketing campaigns are a great strategy to develop your lead list and engage your prospects.  How it is done makes all the difference in its effectiveness and results. To create a strong online identity, you must create a winning strategy with the right mix of proven email marketing strategies that work best.

Using Purchased Lists: Start by purchasing a list of local businesses you are interested in targeting.  The list(s) must include names, addresses, company name, contact person, phone numbers, and email addresses in your local market.  Make sure the list(s) can be imported in XLSX or CSV. Make sure to scrub your email addresses and offer an opt-in/opt-out.  Most email company providers have all this setup.

If the e-mail is returned, you can always call and set up an appointment or just go to their place of business. Look to do business with your neighbors, before venturing out of the area.

Be Consistent:  The key to successful and effective e-mail marketing is CONSISTENCY.  Remember, Rome was not built in a day, nor will your business.  Result-driven e-mail marketing is consistent and engaging.

Track your success: Track how successful your e-mail marketing campaigns are.  Check how many prospects you are converting into appointments, how many of those appointments have turned into clients as a result of your e-mail campaigns.

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