America's Benefit Specialist July 2023

CLIENT MARKETING Marketing isn’t just for gaining new leads. It’s also a power ful tool to keep clients and boost referrals. We all know that keeping a current client is far less expensive than acquiring a new one, so put some client marketing into motion that gets your current clients excited about you. Oftentimes, this will encourage them to refer you, as well. Client marketing ideas and opportunities include: • Running social media ads to current or new clients that show testimonials for your agency. This will help you com bat buyer’s remorse and build your brand equity. • Considering client-appreciation events or gifts. Host com munity client-appreciation events, or make it part of your marketing budget to send branded swag or gift cards to your clients each year to say thank you. • Sending a monthly newsletter with wellness tips, agency happenings, etc. As you reflect on the reasons clients leave, where could your agency improve? Many agencies have great intentions of improving these things but lack the resources and technol ogy to do so. In order to create consistent communication, build trust and successfully carry out other churn-fighting initiatives, you’ll need to ensure that you and your team are equipped with the correct tools and technology like client and policy management, digitized and trackable notes and activities, automated workflows, and in-depth reporting to help you see trends. Combining the human aspect with industry-specific technology can help you reduce churn and increase profits. 1 www.oberlo.com/blog/customer-service-statistics#:~:text=61%20 percent%20of%20consumers%20would,part%20of%20poor%20 customer%20service. 2 www.agencybloc.com/resources/client-prospect-relationships/ automation/downloadable-7-steps-onboarding-new-client/ 3 www.agencybloc.com/resources/grow-your-agency/selling/how to-cross-sell/ 4 www.martyneumeier.com/the-brand-flip

INVESTING IN Your Success

AGA invests in our brokers and provides ways to increase their income:

Top-Level Commission You earned it, you keep it. We never take anything off the top for our services.

Co-op Program We’ll pay 50% of your advertising costs so you can double your efforts and sales!

Marketing Dollars Earn bonus money on select enrollments to spend on future marketing initiatives or lead purchases. Agent Referral Program Earn a bonus payment for every enrollment your referred agent submits.

A unique advantage you won’t find anywhere else.

1-844-SALES-UP www.appliedga.com

Kelsey is the marketing manager at Agency Bloc. She helps lead a team of talented marketers in their efforts towards serving and educating life and health insurance agencies. She earned a BA in marketing from the University of Northern Iowa.

NABIP Board of Trustees member Susan Rider visiting the NABIP Georgia chapter

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