Insurance Marketing Brain Dump Podcast

Insurance Marketing Brain Dump Podcast

By BriteBee, Chris Paradiso, Keagan HensonBusinessEntrepreneurshipEducationSelf-ImprovementMarketing
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Insurance Marketing Brain Dump Podcast episodes

  • How Giving Back Can Break Down Barriers for Businesses
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance are at the Liberty Mutual Safeco Event to talk with Alexis Holzer, the manager of the independent agent giving program at Safeco, about the agent giving program which gives grants to non-profits on behalf of agents that volunteer with them.
    1. Getting involved | 2:21
    Alexis believes that it is important to give back through your business. Your community is the lifeblood of your business so agents feel a strong responsibility to give back. Giving back is good for retention. Working with people who are community-minded and putting your money towards a cause can be a powerful tool to build relationships. Giving back can break down barriers between agents, carriers, and the communities.
    2. How do you qualify? | 4:52
    Safeco and Liberty Mutual will give away $375,000 in 2020 to 90 agent non-profit teams. So to qualify for some of this you need to be acquainted Safeco or Liberty Mutual in the IA channel. A lot of the grants are rewarded through an online application. There are simple questions to answer. Then a panel of volunteers read the applications to select the winner. Then they give the winner a check and do some local public relations (PR) for them to raise awareness. Many times, this PR gets more people on board to help give back.
    3. Find out more | 8:03
    The best place to start for a Safeco appointed agent is by talking to the territory manager. A lot of times the territory manager is already involved, so they may offer some good insight. Another way is to log in to your Safeco Now portal to view potential grants.
    Safeco Now Portal:
    https://www.safeco.com/agent-resources/become-partner
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    10 min
  • Best Marketing Practices for Insurance Agents
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance are at the Liberty Mutual Safeco Event to talk with Manny Barbosa, the senior training specialist at Safeco, about LinkedIn.
    1. About Manny | 1:05
    Manny is part of a team that helps the agent grow through good marketing practices. He is more focused on the "real" marketing like social media channels as well as some of the traditional tools like welcome kits and referral programs.
    2. "Good" Marketing Practices | 1:56
    Not all agents come into the business with a marketing degree. At the end of the day, most of what you are doing as a business owner is marketing. You need to promote who you are not only as a business but who you are as a person. There's more to it than just selling insurance.
    3. The Power of LinkedIn | 3:19
    Being a human on social media resonates with your customers a lot more than just selling. You can be a human as a business owner on LinkedIn. LinkedIn is the largest professional social media network. It is a platform where people can connect with each other and find out more about their professional and personal lives. Being vulnerable and real on your platforms is key. It takes time to build your audience, so don't get discouraged with a lack of engagement.
    4. Getting started | 8:55
    Completing your profile is the first step. You need to be able to be found and part of being found is having a profile that EFFECTIVELY and CLEARLY shows your value. The simplest things like a photo or bio can say so much about yourself. You want to be real in your photos. LinkedIn is a professional network so dress and pose appropriately. Besides having a photo, the headline is another important part of your profile. People often put their titles in that space, but what does your title actually mean. You want to be real and create credibility at the same time.
    5. Engagement | 14:51
    What you are posting outside of your professional account is very important to building trust. Beyond what you post, it is also about what you engage with. You need to be conscious about what you are posting and engaging with. The more you engage with others, the more results you can produce for yourself. Creating powerful and meaningful content can be difficult to produce. If you struggle with this, look at trending posts, or just go back to your values and post something you believe in.
    6. When to Post | 20:01
    Are your posts meaningful? If you post content just to post content and you don't really care about it, you won't get very far. Your posts should be quality over quantity. Posting does not take a lot of time, but thinking of meaningful content takes a while. You should set goals and post with what you feel comfortable with. Manny explains the importance of your business analytics. Using these analytics will help you with your engagement.
    Manny emphasizes that LinkedIn is a great way to communicate authenticity in a business world that is mired in professionalism.
    Manny's workshops will be reopened in February of 2020, but they're all sorts of other offerings online that are open year-round. To access this information go to your Safco Now portal and click on the tab sell and grow. There is also information on the Liberty Mutual Commercial Lines Portal. Check out the website here.
    https://www.safeco.com/agent-resources/become-partner
    Connect with Manny on LinkedIn here:
    https://www.linkedin.com/in/manny-barbosa
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    27 min
  • The 3 Pillars of Success as An Insurance Agent
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance are at the Liberty Mutual Safeco Event to talk with Chuck Blondino, the director of agency capabilities and programs at Safeco, about how an #insurancemarketer can help your business.
    About Chuck | 0:48
    Chuck started his #insurance career as a commericial interwriter, manager, and territory manager, and more, 25 years ago. 15 years before that, he started a carpet cleaning franchise. Chuck understands the struggles that business owners go through which fires his passion for helping small business people grow. He expresses how independent agents need to do more than just sell, they need to build trust and credibility within the community.
    Chuck's 3 Pillars for Success | 4:22
    1. Revenue | 4:42
    When it comes to revenue, agents have to get better at tracking their business. Chuck believes that only 5% of agents in the industry truly understand where the business comes from. Asking the simple question, "how did you hear about us?", can put you in that 5%. Tracking and understanding marketing really helps revenue. Chuck learned that 56% of high growth agencies have someone on staff helping with marketing. A marketer helps you with connecting, building your brand, generating leads, and building trust, which is very important for increasing revenue. Safeco has a marketer development program which is a full time program that helps agents when they are ready for full time personnel. There is also a part-time program called agency marketing essentials which will be available in early 2020. There are many ways to increase revenue but, the average growth rate for an agency with a full time marketing staff is about 23%.
    2. Retention | 14:37
    Social media marketing channels like instagram, twitter, and facebook, are an easy way to increase retention. A common way to lift customer retention is "Humanizing". Humanizing is the process of sharing personal things on your platforms as opposed to always just selling. Being real, personal, and vulnerable on your channels will allow people to feel more comfortable with you. When your customers are comfortable with you, they have a higher chance of staying as well as referring new customers.
    3. New Business | 15:30
    A recent study of high growth agencies showed that they are growing policies in force, not written premium, organically. 7 of the top 9 methods of growth were referral based. It is tough to see how a marketer can help your agency when all of the producers are doing it individually. However, the producers are only reaching small groups of people. A marketer has the unlimited potential to get your brand out to the world and draw people in on a more consistent basis. Chuck explains that people will shop online, but the most viewed pages of an agency's website is the about us and contact us page. He shares the importance of having more than just a nondescript paragraph. You want to build a personal connection with your potential customers here. Staff bios and photos of staff outside of the office doing something they love will create a personal connection without ever talking to each other.
    Getting started as an Agency | 18:43
    There are 5 core things an agency needs to do. Chuck's program outlines the 5 things, but first, start a welcome kit that includes your referral program. Also, updating social media, websites, and e-news letters will allow you to communicate with the community in a proactive manner. There are templates and more on these 5 core things taught within the program. Chris emphasizes the importance of reinvesting a starting with retention. Retention is like having diamonds in your backyard, you just have to go dig for them. The average number of policies per agency in the IA channel is 1.6. Chuck tells agents that are below 1.6 to not do anything they teach. He wants them to go cross sell their book until they get up to 1.6. Once you get there, you can go through the course and push yourself to get higher and higher.
    Chuck's final piece of advice is to immediately hire a part-time marketer.
    Check out the Marketing Development Program here :
    https://www.safeco.com/agent-resources/become-partner
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    27 min
  • What Safeco is Doing For The Independent Agent
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance are at the Liberty Mutual Safeco Event to talk with Brooke Mcguire, the Evangelist for Specialty Lines at Safeco, about specialty #insurance.
    1. About Brooke | 1:01
    Brooke's role at Safeco is to help build the brand and voice for specialty products like: boat, RV, classic cars, and more. She evangelizes about the value of the specialty customer and how independent agents can stand out in a crowded market. Brooke sometimes goes to agent meetings and presents to agents, but she also develops email and social media marketing campaigns. She developed a very helpful infographic to talk to agents about the value of a specialty customer. The retention and referrals of a specialty client is generally much longer and larger. Just by looking at a specialty customer you can financially benefit your top line and bottom line.
    2. Getting into the Specialty Lines | 4:30
    There are a few easy ways to get into the specialty market. For example, if you own or are passionate about a classic car, boat, or other specialty vehicle, you can network with individuals that share the same passion to help grow your personal and commercial line of business. Building a connection with one person in the specialty market with more often than not lead to connecting with multiple people. Your initial connection may potentially refer multiple other customers to your agency. Tapping into certain niches will allow you to grow exponentially.
    3. How to Reach Specialty Customers | 7:11
    An easy way to reach these people is to start on LinkedIn and twitter! find these people through hashtags and searches and try to connect with them there. Social media is a very easy way to connect with billions of people. Other tools like direct mail and email campaigns can be effective. Another effective way to connect is to knock on dealership doors and walk around car shows. There are plenty of opportunities to see and be seen.
    4. What is Safeco Doing for the Independent Agent | 11:51
    Safeco is the carrier champion for independent agents. Every tool and product that they offer is a great product. There are lots of ways that Safeco gets these products to agents and customers. Safeco offers the most programs and benefits which is why independent agents develop relationships with them. Brooke emphasizes the importance of thinking differently about your business and evolving. Having multiple ways to connect with your customer on a personal level is very important.
    Connect with Brooke McGuire here:
    LINKEDIN: https://af.linkedin.com/in/brookmcguire
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    15 min
  • How to Increase Your Insurance Agency's Digital Presence
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance talk with Sam Affolter, the senior director of research & innovation for Agents at Safeco.
    1. About Sam | 1:32
    Sam's team looks at discovering and developing new unexpected value for #insuranceagents and their customers. They are looking for the things that will enable agents to be competitive against direct. Sam started at Safeco in underwriting. He moved over to product then marketing. He then went on to help Amazon launch Prime Now. He is now back at Safeco where he helps fight against the direct to consumer. This is great because he is helping the agent while providing value to the carrier.
    2. Importance of #DigitalPresence | 4:07
    There are some carriers out there that are trying to get rid of the insurance agents. There are a lot more carriers that are trying to make sure they are in multiple different channels. Independent #agents and insurance people should be dipping their toes in the same water they are. Having a strong digital presence is the main way that smaller agents are competing with these large carriers. One thing is to be able to test things more. You want to feel confident about failing, but you're going to fail forward. When start small and fail, you allow yourself to grow by understanding why you fail. Agents need to start thinking like a start-up business. You are investing in multiple different things and although some may fail, one investment may boost your opportunities.
    3. Thinking like a start-up | 6:18
    Successful start-up companies utilize certain tools and have a certain mindset that helps them succeed. One of the things that can be very beneficial is using cheap tools like Rocket Referral to help market yourself. Working backwards can also help. Find out what you want your solution or your ideal state to be and work towards that. Figure out what you can do today to help you move towards that end goal. Working backwards allows you to realize whether or not an idea is a good one before you invest time and resources into it.
    4. Testing Ideas | 10:38
    Sam's team works with agents. They take ideas and put them in front of an agent panel to get an understanding of whether or not those are good things for agents. They then rank those and figure out which idea they should go after first because agents think they are the best. For example, say an agent wants to take an idea to the community by writing a press release, people that read the press release may not understand what it is about. You can then ask the question, "Why don't you understand?" Then you can figure out what you need to change to make them understand. The biggest take-away from this is to fail forward.
    Connect with Sam Affolter here:
    LINKEDIN: https://www.linkedin.com/in/samaffolter/de
    TWITTER: https://twitter.com/samaffolter
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    14 min
  • Using Strategies From Other Industries
    In this episode of the Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee and Chris Paradiso of Paradiso Insurance talk about a presentation by Jeff Roy, the 2018 Agent of the Future award winner. The main talking point was #insuranceagents aren't comparing themselves to other agents, but comparing themselves to other industries.
    1. Comparing to other Industries | 1:14
    Comparing yourself to another industry can have a powerful impact. Insurance agents may sometimes believe they are competing with one another, and in some ways they are. At the same time, they are being compared to other industries such as Amazon. #Insurance agents look at the experience a customer has on Amazon and they expect to have the same kind of experience when shopping for insurance. However, they are not getting it because they don't have the technology nor the understanding. Insurance agents need to break the glass ceiling to gain the tools needed.
    2. Implementing Strategies from other Industries | 2:03
    Chris Paradiso utilizes surveys in his agency. There are plenty of companies that use surveys to grow. There are also plenty of tools to help you survey, including social survey and rocket referrals. It is very critical to survey and listen to your customers. You may have a biased view of your business so hearing your customer's views will help tailor the whole experience for them. There is so much data from surveys that insurance agents can receive. Sifting through this data can be difficult, but it is very important.
    The Importance of Data Entry| 4:43
    The consistent entry of data into the management systems can be one of the most valuable assets you have. Is everyone on your team entering data the same way? You cannot decipher and understand your data if you don't have consistent data. Data is a powerful and valuable tool that you need to understand. Chris emphasizes that the most valuable thing in his agency isn't residual income, it's data.
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    7 min
  • How to Access your Insurance Policy with Glovebox
    On this episode of Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee is at the Insurtech Connect Conference to talk with Sean Mulhern and Andy Mathisen, Co-Founders of Glovebox, about accessing your insurance policies.
    1. About Glovebox | 2:31
    Glovebox is a centralized global app that allows consumers to access their home and auto policies regardless of the insurance carrier they are with. They are aimed at helping the independent agency. Smaller, independant #insurance agencies may not possess the technology to meet the immediate needs of their customers, this is where Glovebox comes in. Technology can help fix a lot of the service calls that these agencies receive. This gives the consumer and the agent a much better experience.
    2. Marketing Opportunities | 4:11
    As a start-up company, The vision behind Glovebox is to make it very simple for the customers to access their policy. The first thing they want to do is get your policy documents into the app. From there they want to build on accessing this information and making sure it's relevant. They then want to further the integration with the carrier and deepen their API. This would allow you to do simple things like Bill Pay. A lot of times, consumers don't realize they are getting billed when they see an envelope in the mail because they don't know what carrier they are with. Often times it winds up on the trash along with other #insurancemarketing materials. Glovebox would also integrate simple endorsements. They want to protect the agency. Maybe as an agent, you accidentally left off full coverage to close a deal. Glovebox would alert the client using other insurtechs so they can inform their agent. When you initiate a claim, there is no space where you can have the contractor, adjuster, carrier, and the agency all in the know about what is going on with the claim. Glovebox is not just an app, it is a valuable tool for both agencies and consumers.
    3. Importance of Glovebox | 7:08
    Most of the big insurance agencies have an app where their clients can access their information. But, for instance, if a client is in the market for a new car or home and they are looking to switch carriers, if they go to your agency and there is no app experience, it may turn potential customers away. It's more about meeting the client where they want to be. You want to make sure you understand your clients needs and invest in that. Glovebox helps you meet the client where they want to be.
    Learn more about Glovebox on their wesite here:
    https://www.gloveboxapp.com/
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    10 min
  • Technology for Insurance Agents in 2020
    On this episode of Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee is at the Insurtech Connect Conference to talk with Ron Glozman, the CEO and founder of Chisel AI, about #insuranceagents and #insurancemarketers utilizing Chisel AI, a technology for insurance agents in 2020.
    1. About Chisel AI | 0:45
    Chisel AI is an Artificial Intelligence vendor that specializes in natural language processing. They teach computers how to read. They focus in the insurance space where the help brokers and carriers become more efficient in the underwriting process through a variety of solutions. The two main solutions are policy check, which helps reduce errors, and a submission intake to help carriers underwrite more business.
    2. How does Chisel AI help | 2:03
    Think about a car salesman. You walk into a dealership, negotiate a deal, and drive away in the car. What happens next is the car salesman walks into the back office and starts filling in paperwork. He may spend the rest of his day filling in paperwork on something he's already sold, which means he's not generating any new business. The same thing happens with a policy check. On average, Chisel AI's clients spend 2-4 hours checking each policy. That's time wasted they could be spending soliciting new business or providing a better experience for the policy holders. Chisel AI helps free up the broker to spend more time with the clients and allowing them to actually sell more policies.
    3. Who should be using Chisel AI | 3:46
    Chisel AI typically works with independent agencies because it's easier to standardize the policy check process. They traditionally works with some of the bigger independent agencies, more than 100 agents, because they have the budget that is easy for them to attribute a cost to. Many smaller independent agencies would like to explore these possibilities, but it's hard to find the budget in an existing line item.
    4. How it all started |4:40
    Ron was in college studying computer science when he developed knote, a tool to summarize textbooks. In two weeks it went viral and went on to be named one of the 50 best apps for students. In 2015, he was speaking on a panel when an audience member approached him and told him that the #insurance industry could benefit greatly from this software. Three years later they are one of the foremost players when it comes to policy check and submission intake for the broker and carrier market.
    5. How is Chisel AI Reaching Agents | 8:10
    Chisel AI starting reaching agents and brokers in an outbound fashion. They were calling and emailing 100 people a day everyday. Now they have re-branded their website to allow a more inbound form of communication. They now utilize content like blogs, podcasts, and webinars to break down the barriers in the digital marketing space. Chisel AI understands that it's not about the product, its about providing credible and valuable advice to the agents.
    Learn more about Chisel AI at their website here:
    https://www.chisel.ai/
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    12 min
  • Spotlight: Featuring Rob Galbraith, The Most Interesting Man In Insurance
    On this episode of Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee is at the Insurtech Connect Conference to talk with Rob Galbraith, the most interesting man in insurance, about where the insurance industry is going.
    1. Why invest in Digital Marketing? | 0:51
    The revenge of the #insuranceagent is upon us. Insurance agents that have embraced the digital space can be much more tailored to their target audience. The majority of consumers shop online and it's no different when shopping for insurance. If the consumer can find you online, it makes it easier for both parties to buy and sell insurance. They can come to you more educated about your product or agency and what they want from you. Having an online presence makes you stand out. Agencies that have adopted this concept early are seeing great results. Other agencies want to utilize this, but they don't know where to start. That's where BriteBee comes in.
    2. Importance of Digital Marketing | 4:00
    Having a strong digital presence is very important. A statistic shows that only 25% of business comes from your website. That means that 75% of your opportunities can be capitalized on be developing a digital presence. The move to digital can be intimidating. However, digital marketing can help you profit off small micro-segments of customers. This would be very expensive to to market traditionally. Being present in the digital space drives traffic through your agency more efficiently and cost-effectively.
    3. Partnering with Carriers for Digital Marketing | 6:00
    Carriers have limited funds so for the agencies to get in on the action can be extremely beneficial. Carriers aren't going to write your policies. Smaller agencies need to help drive traffic through the carrier portals. Large carriers look to the agent to help round out accounts. Hopefully, as policyholders grow they become recurring customers. Being able to add these policies to your book of business at a relatively low cost will help you grow.
    4. Getting started in Digital Marketing | 7:03
    First, find out who is already rocking the digital world. See what other people are doing. This will help you get started. You're not going to be perfect your first time. Have some fun with it and see what works. Over time you will grow in a way that helps speak your voice. Everyone has to start somewhere so see what works for you. Another thing that helps is developing partners. Having competent partners accelerates the learning curve. Having a partner helps create content that adds value to both parties. Digital marketing helps broaden your engagement. Although you may not get thousands of likes on your content, people are still watching and developing that personal connection with you.
    Learn more about Rob Galbraith here:
    https://endofinsurance.com/
    Order Rob Galbraith's book 'The end of Insurance as we know it" here:
    https://endofinsurance.com/buy-the-book/
    Follow Rob Galbraith here:
    FACEBOOK: https://www.facebook.com/rob.galbraith.581
    INSTAGRAM: https://www.instagram.com/mostinterestingmanininsurance/
    TWITTER: https://twitter.com/robgalb?lang=en
    LINKEDIN: https://www.linkedin.com/in/rob-galbraith-8707aa1
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    12 min
  • Spotlight: Featuring John Bachmann of Social Survey
    On this episode of Insurance Marketing Brain Dump Podcast, Keagan Henson of BriteBee is at the Insurtech Connect Conference with John Bachmann, regional vice president of business development of insurance, with Social Survey.
    1. How to create relationships | 0:40
    On a large scale, like a conference, it is impossible to meet everyone. You want to sift through the crowd and meet important people. You want to get these people to come to you, and that can be difficult. One way to do this is video content. Videos allow people to get to know you and create a relationship with you without ever meeting you. This allows them to feel comfortable when seeking you out and starting a conversation with you.
    2. Marketing with Social Survey | 2:16
    Social Survey is a customer feedback and marketing automation platform. It takes the voice of the customer and develops a great marketing asset. It helps get your story out to the world. It puts your information on Google my Business, Yelp, Better-Business Bureau to use to your benefit.
    3. Micro-content | 3:01
    Micro-content includes quotes from emails, phone calls, face-to-face conversations from happy customers. Using your satisfied customers to market your business is a great marketing tool. One way to do this is to utilize google reviews. When you have a satisfied customer you want them to leave a good google review so potential customers can see that and feel comfortable with your agency.
    4. How Social Survey breaks down barriers | 4:13
    A big barrier many people face is name recognition. Social Survey breaks this barrier by being present at local events. If you have a certain niche you are trying to tap into, be present at events for this niche. For example, if you are trying to get into the construction insurance niche, go to events for construction workers. Being able to relate to your customers is also a common barrier. You want people that have felt the pain of your customers. This allows you to connect on a deeper level. Tailoring your message to a specific customer is essential
    5. What you could be doing to market yourself | 7:39
    One major thing you could be doing is documenting yourself. Don't just create content to create content. You want to create meaningful content. When you document yourself every day, you will get great meaningful content from this. If you are faced with the same questions or problems regularly, write a blog about it or video yourself answering it. Whatever you are doing day-in and day-out is great content.
    6. Documenting | 9:23
    One way to document yourself, as long as you have permission from your customers, is to record your conversations. You can take a quotation from a satisfied customer and post it to social media. Others will see this and it answers a question they may have. Or it draws business because they see how you work organically. Another thing you should document is your story. Getting your story out into the world draws business. When people read or watch your story it allows them to connect with you on a personal level.
    7. What to use when documenting | 11:52
    You don't need the latest production equipment to document yourself. The message that you are telling is so much more important than the production value of your content. The tools you already have are the best. Everyone has a phone they can use. Nowadays the iPhone has better technology than most cameras. There are plenty of free tools you can utilize to document yourself.
    To learn more about Social Survey, go to their website here:
    https://www.socialsurvey.com/
    To Learn More about BriteBee.com:
    WEBSITE: https://britebee.com
    FACEBOOK: https://www.facebook.com/BriteBeeCo
    INSTAGRAM: https://www.instagram.com/britebeeco/
    TWITTER: https://twitter.com/BriteBeeCo
    LINKED IN: https://www.linkedin.com/company
    Learn More About Paradiso Insurance & Paradiso Presents:
    WEBSITE: https://www.paradisoinsurance.com/
    FACEBOOK: https://www.facebook.com/InsuranceCT/
    INSTAGRAM: https://www.instagram.com/paradiso_insurance/
    TWITTER:https://twitter.com/paradisoins
    LINKEDIN: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/
    17 min

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Insurance Marketing for insurance agents is ever-changing and it's time to brainstorm about it! It's time to lay it all out on the table and talk about all the opportunities we are missing asโ€ฆ