Agent Marketing Plan: New To The Industry

Home Agent Marketing Plan: New To The Industry

Are you new to the insurance industry? We are happy to help get you started. Please complete the form below to get started building a marketing plan.

New To The Industry Agent Marketing Plan

Name

First Last

Phone

What geographic area do you primarily serve?

Who is your ideal client or target demographic?

For example: Age range, income, geographic area

What professional organizations, chambers of commerce, or community groups are you a member of that you could use to get the word out about your services?

Are there any planned or recurring community events, health fairs, or expos you have access to or regularly participate in?

What specific lead generation methods do you currently use (or plan to use)?

What is your estimated total marketing budget for the year?

Do you have a sales ‘goal’ for the next 12 months? If so, what is it?

How can Lourie Life & Health help you reach your goals for this year?

If we were meeting one year from now, and you said this year was a success, what actions did you take to get there?