IA Marketing Champions from Safeco Insurance

David Peirce, director of business development and marketing for the Safeco Gold Service center, spoke with Jack Hoedeman about how partnering with Gold Service helped his agency achieve impressive business results and inspired a business continuity plan.

Bethany George talks with agency producer Diane Sherwood, of Chamberlain Insurance, about her journey from insurance novice to ultimate success. Diane shares how the Producer Development Program helped her overcome call reluctance, master prospect strategies and create a tracking method which helped her far exceed her goals.

Chuck Blondino talks with agency principal Seth Janz, of Integrity First Insurance, about tactics to develop successful relationships with mortgage professionals, investing in employees to achieve business growth and following your passion.

Taking the leap to hire a dedicated marketer for your agency is a big step, but making that decision comes with many benefits. Safeco® research shows, 56% of the fastest-growing agencies in the country have someone internally handling their marketing, 5% have an external marketer and an additional 18% have a combination of the two. Safeco’s Marketer Development Program can help ease the load of hiring a new marketer by giving them the knowledge and necessary skills to help fuel growth and increase retention in your agency. 

In this month’s Customer’s for Life podcast, Fred Lautenbach, an independent agent and agency owner at Lautenbach Insurance Agency in Littleton, Colorado, shares his journey from the decision to hire a marketer to integrating them into his agency and how it’s helped them create deeper connections with their clients. 

We’re always asking ourselves what it really looks like to provide an exceptional customer experience. We constantly strive to do what is best for the client and to create deeper, positive connections that last long after the initial sale.

Our agency’s book of business has grown very rapidly the past few years and we knew we should be doing more to keep our client relationships fresh. But when you’re focused on taking care of clients and bringing in new business, it’s hard to make time.

I knew that we needed someone to help and I knew that effort started with me. I looked into Safeco’s Marketer Development Program and began really trying to figure out exactly how someone would fit in here. We were looking for someone who could not only update the marketing tactics we were already implementing, but develop a more robust program that would hold everyone in the agency accountable for what we’re doing. 

There are plenty of people doing marketing, but great people with the right personality and culture fit are harder to come by. I firmly believe our business is still a relationship business, so it was critical that we brought in someone who understood our agency’s personality, our clients and what we’re doing in our community.

We used LinkedIn and Instagram to get the word out and contacted customers letting them know were looking for somebody.

One of our friends contacted me with Matt’s information. And man, was he the perfect fit for us. Matt Fontneau is a Communications major with some background in marketing, but no insurance experience.

We didn’t hire, necessarily, on a vast amount of marketing experience or industry knowledge – we hired Matt because he is vibrant, good at communicating and understands our need connect with our clients and community. Safeco’s Marketer Development Program allowed us to do this with confidence, knowing we could jump right in to the hiring process and let the program fill in the gaps.

We were really excited not only about the opportunity for him to gain industry knowledge from other people that have had successes, but for him to learn how to streamline all our marketing efforts and get everything moving in one direction.

Up until we hired Matt, we’d all have ideas – about what we needed to do for customers to increase conversations with them and so forth – but they were fleeting, because there was no one to implement them.

Now, we have someone on the team who can bring these ideas to life – someone who knows our agency and how we like to run our business and can deepen our connections and move us forward based on who we are as an agency.

My advice for other agencies looking to grow their marketing efforts is to be open-minded, willing to invest in your agency’s resources and find the person that’s going to fit your company culture and your team.

Chuck Blondino talks with independent agent and agency owner Kennton Hoffman, who details his agency's stunning growth as a result of tactics he learned at Safeco's marketing workshop.

Chuck Blondino talks to Safeco marketing experts about the growth agencies across the country are experiencing as a result of relationship-based marketing and the details around our 2018 Safeco® marketing workshops.

In Episode 6 of our Customers for Life podcast, Mike Donich, Molly Smith, Kathy Straub and Nick Andrews of the Marketer Development Program discuss the course and why it's so important to have a dedicated marketer in your agency.

For Episode 5 of our Customers for Life podcast, I invited Nick and Dale Steinke, the leader of Safeco’s Bricks & Clicks™ program, to talk about why video is so important for IAs, how it can be used to increase retention and referrals, and how you can get started even if you've never done video before.