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Top 10 Productivity Tools for Sales & Marketing Professionals

Posted By AIMS Society, Friday, November 16, 2018

Top 10 Productivity Tools for Sales & Marketing Professionals

Orchestrating a team can be challenging. Whether you have a team of five or 20, every member has a unique personality and preferences. You also may have a host of processes and systems that you're using in the office.

When was the last time you looked at how you're getting work done? Are you being as productive as possible?

When you use the right productivity tools, your team's efficiency and collaboration will increase — resulting in more sales and better organization. there are a host of technologies, apps and systems out there that are designed to improve workflow.

Here are the top resources for insurance professionals:

  1. DocuSign: Incredibly popular in the insurance industry, DocuSign is an e-signature service that helps reduce inefficient paper processes and email contracts in record time.

  2. Slack: If your team is wasting time with inefficient communication processes, consider using Slack. It’s one of the most effective ways to instantly communicate and message your team members — and it works on both desktop and mobile. You can create “Channels” for specific purposes like marketing and only invite those on the marketing team.

  3. Google Docs: This is one of the most user-friendly tools out there for document collaboration. Think of it as a free online version of Microsoft Office. You can create and share word, spreadsheet, forms and presentation files (like proposals, pitches and sales letters) with other team members in real time.

  4. CamScanner: Download this app to easily scan any document and save it as a PDF. It will even enhance the scanned images and lift out important pieces of information like dates, titles and prices. You can also add notes and drawings to your scanned images.

    Note: If you have the Google Drive app on your phone, you can not only access your Google Docs but scan receipts and documents. You can share files immediately and access them later.

  5.  Trello: This collaboration tool helps you organize and prioritize projects and tasks. You can see who’s working on what, where something is in a process and what the next steps are for each prospect. Trello is great for delegating tasks, creating automatic to-do lists and keeping things transparent.

  6. CRM: You’re in a customer-centric business, so it makes sense to have an effective customer relationship management (CRM) system. It’s essential for growing your agency and managing leads and customers every step of the way. HubSpot has a free CRM, but if you’re looking for something personalized, consider Salesforce, Insightly, Zoho and Infusionsoft.

  7. SignOn Once by ID Federation: If you struggle with maintaining passwords and IDs, you’re not alone. It’s one of the biggest pain points among carriers and agencies. SignOn Once enables one identity to replace multiple logins for insurance system users. That way, you can spend less time resetting passwords and more time focused on serving prospects and clients.

  8. Evernote: This is the system for someone who loves sticky notes and keeps infinite tabs open in their browser. With Evernote you can take pictures, save websites and write to-do lists. It’s like your very own digital notebook. You can create different sections for different areas of focus and tag each document or idea — keeping everything you may need in one spot.

  9. Voice-to-Text: You may not think this would be helpful, but have you ever thought about how much time you spend typing something instead of saying it? Or have you ever had a great idea while waiting and didn’t have time to type a note? Voice recognition software has been around for a while, but the technology is finally advanced enough for the translation to be correct instead of jumbled. Consider a robust software like Dragon or start with a free app like Cortana.

  10. Zapier: If you have plenty of leads coming in but are getting bogged down with the follow-up process, consider an automation process. For example, if you get an email with an attachment, you can set up a “trigger” that copies the attachment into your Google Drive and then alerts you in Slack. You can integrate all of your systems like email, social media, email marketing and so much more.

Tags:  AIMS Society  Branding  business value  efficiency  email marketing  insurance marketing and sales  Leadership  Networking  productivity  Professional Development  self-improvement  sellability  Social Media  teamwork 

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Why You Need to Rethink Your Email Marketing Strategy

Posted By AIMS Society, Friday, August 3, 2018

Why You Need to Rethink Your Email Marketing Strategy

Even if you’re already email marketing, chances are you’re not doing it as effectively as you could be. Many insurance agencies are using outdated templates, automated messaging or sending emails too sporadically. Whatever it is, there’s room for improvement.

The good news is that email marketing is still an effective way to market to your current and prospective customers. Email is powerful. It’s a direct line of communication that stays in front of people. In fact, a study by the International Data Corporation showed that email was the most popular mobile app for 78% of people.

But because your customers and prospects are inundated with emails every day, you need to be smart about your email marketing tactics. Here are some things to consider:

Tune into your ability to help. As an insurance agent, you’re there for protection and assurance, for safeguarding and advocacy. Instead of pounding home messages about discounts and bundling policies, give advice on safety and share inspirational stories instead. Once you start doing this on a regular basis, customers will start to see you as someone they can trust and someone that cares. You can talk about insurance, just don’t try to sell it.

Be personable. Agency Nation says that not personalizing your emails is one of the biggest email marketing mistakes that insurance agencies make. To stand out among the crowd, take the time to design your emails so they are relevant and individualized. You should also make sure your “From” line is either someone’s name or your agency’s name.

Design a strategy and be consistent. One of the most essential aspects of an effective email marketing strategy is to stay consistent. Set a realistic goal, whether that’s once a month or once a quarter so clients know what to expect when. If communication becomes unreliable, you’ll confuse customers and lose trust.

Use email marketing to generate and nurture leads. Once you have a lead in the door, you want to nurture it, feed your prospect’s interest until it blossoms into a sale. With email marketing, you can deliver relevant content that relates to wherever they are in the consumer journey. Develop a relationship through email and they’ll be likely to engage in person down the road.

When you follow these tips, your email marketing campaigns can easily bring in new policy holders, new revenue and enhanced loyalty. Spend less money on print ads and instead focus your budget and time on email marketing — you might be surprised with your results.  

Tags:  AIMS Society  email marketing  insurance marketing and sales  Networking  self-improvement 

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