Insurance agency marketing and sales are being transformed, and customer expectations are driving the change. Yet consumers still want to buy from people they know, like and trust. Independent agents can take advantage and grow their agencies if they think differently about the customer lifecycle through these nine ways:

Get attention: Getting the consumer's attention—whether personal or business—is more difficult today than ever. A balanced marketing approach helps you engage with prospects. Informative articles on your website, Facebook ads, LinkedIn research and engagement, local networking events, and direct mail letters or postcards all attract customer attention. Training employees to be more active and successful on social platforms is another way to engage and get the attention of your ideal prospects.

Capture information: Offer a “special report” or other information in exchange for contact information. Technology automatically manages this process. When a prospect fills out a form, “the system” sends a confirmation email asking him or her to verify that he or she wants to receive the information. After confirmation, the system directs the prospect to a webpage to download the document.

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