Home Agent / Agency Marketing Plan

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Agent / Agency Marketing Plan

Name
Example: Health Insurance, Medicare, Life, Final Expense, Group
Example: State, Region, County
Be specific in which line of business if you are contracted in multiple
For Example: Age range, income level, location
Do you have a CRM software, do you use Microsoft Excel?
Microsoft excel, google sheets, specific commission tracking software, or I’m currently not tracking commissions
For Example: explain where do you feel like you are losing business (time, leads, client follow-up, confidence, capacity, closing of appointments)
What social media platforms do you use for business?
Check all that apply
For Example: How many contacts? Which platform do you use? How often to you contact?
For Example: This helps to identify any local networking opportunities
For Example: This helps to identify any local networking opportunities
Yes/No. If Yes, describe the concept
List all that apply: Direct Mail, Facebook Leads, Telemarketing, Referrals, etc.
List all that apply: Direct Mail, Facebook Leads, Telemarketing, Referrals, etc.