Insurance Agencies: Establish Your Digital Agenda to Grow

The industry is in an evolving state where marketing has shifted from B2C to C2B. No longer are companies finding themselves marketing to consumers, but instead using consumers to influence their marketing initiatives.

To grow as an insurance agency in this digital climate, agents must establish clear digital agendas, digitizing existing processes and systems.

If your insurance company has a long history, well-set culture, substantial legacy systems and processes going digital isn’t an easy undertaking, but it is a vital one.

The key principles of going digital are:

1. Clearly establish your digital agenda and build shared priorities and targets. 2. Spread digital culture across your organization. Encourage your agents and team members to go 3. online, build social profiles, and spread the word online about your business. 4. Business objectives should align with key levers and have clear accountability. 5. Execution must be quick. You must decrease turnaround time. 6. Simplify the customer journey 7. Manage and measure your digital performance 8. You cannot grow revenue without measuring and optimizing for ROI.

Designing a Digital Agenda

Design a blueprint for digitally transforming your organization before jumping in. You’ll need to change the way you measure performance. Unlike many traditional marketing campaigns, digital marketing campaigns are measurable. The beauty of a digital campaign is that you can track metrics from impressions and clicks to opportunities and closed deals. Decide what metrics matter most to your organization and track those. You’ll also need to prioritize business initiatives, and choose customer engagement strategies.

Need help with going digital? Parasol Leads can help. We generate our insurance leads from digital campaigns, utilizing search engine marketing, SEO and social media. Get real-time high quality insurance leads without having to do all the digital work.