As competition gets tougher across insurance sales, employing effective marketing tactics is essential to reach your target audience and maximize your resources. With limited time and budget, your marketing efforts need to be strategic and efficient, serving your audience when and where they are looking for information.

Improving lead management is a growing conversation among health insurance organizations. When managing your lead funnel, distributing leads to agents is a demanding, time-consuming process, and the reliability and consistency of that process is critical to your team’s success. When you’re faced with ambitious sales goals and limited resources, manual lead distribution can become a painful bottleneck in your business cycle and will result in lost sales opportunities.

One of the trending topics among insurance agencies is how to improve lead management. As businesses look for new ways to boost efficiency, one critical area is resolving the time agencies spend on manual lead distribution. Rather than staying bogged down in lead management tasks, consider the hours you could recapture in your week by using automated lead distribution.

As more Baby Boomers reach age 65, insurance agencies are exploring their options to better serve a growing senior market. When looking for profitable ways to expand, the Medicare market is prime for growing agencies to capitalize on a massive generation of prospects. As your agency ramps up for the next Annual Election Period (AEP), consider the following points to continue training and educating your agents to effectively sell senior-targeted products.

Think about how you are currently storing your agency data. How much value are you gaining from it? Is your data fragmented across multiple systems or tools? You may be missing critical opportunities to find out where your marketing and sales resources are best spent and which strategies or campaigns are resonating with your audiences.

Insurance agents are typically faced with ambitious customer acquisition goals, often pushing retention efforts to the back burner. Needless to say, neglecting relationships with current clients can be costly for any agency’s churn rate. Maintaining meaningful communication with your clients is critical to keeping their business, and effective engagement requires more than just sending a birthday email. Avoid the pitfalls of assuming that retention will naturally happen from good customer service alone. Consider the following three retention strategies to keep your clients on board.

You may have heard the news, National General Holdings Corp. has acquired AgentCubed effective June 1, 2017. The acquisition was part of a larger strategy by National General to enhance their offering in the healthcare marketplace and we are excited to join the National General family and bring additional value to our customers. This means more resources to continue our promise to be an innovative solution for the insurance industry. We look forward to continued success in 2017 and our long future together.

Choosing the right CRM is critical to your sales success. Market research has found that investing in a CRM can return $8.71 for every $1 spent, and implementing an industry-specific CRM can raise lead conversion rates by up to 30%.

Developing strategic partnerships is one of the most cost-effective ways to grow your business. By establishing an active, well-rounded network, you create an extension of your sales team without the costs of hiring. In the following discussion, we’ve outlined how strategic partnerships raise brand awareness, share industry knowledge, and drive business growth.

CRM is critical to the success of your organization. Agencies can choose between an industry-specific solution, building a proprietary system, or using a well-known system like Salesforce. Since all of these options require time and resources, it’s vital to make your decision based on the return on investment the CRM solution will provide.