Consult with Us and Walk Away with a 90-Day Strategy

You probably already know you should be marketing your agency. The harder part is figuring out what that should actually look like and finding the time to make it happen.

What are you trying to accomplish? Who are you trying to reach? What should you say, and where should you say it? Once you have those answers, there is still the question of who is going to put everything together and keep it moving.

For agency owners, marketing can easily get pushed down the list. There are clients to serve, employees to manage, products to learn and a business to run. Even when you have a good idea for a campaign, turning that idea into something you can actually use takes time and resources.

That's one of the reasons The Brokerage Inc. partnered with AgencyBloc.

Start With What You Want Your Marketing to Do

Marketing shouldn't start with, "What should I post this week?" It should start with what you're trying to accomplish in your business.

Maybe you want more referrals from existing clients. Maybe you're trying to stay in front of your book throughout the year. You might have a product or service you want to promote, an educational event coming up, or a specific audience you want to reach. Each of those goals calls for a different approach.

That's where a conversation with The Brokerage Inc. marketing team can help. Rather than starting with a generic marketing checklist, you can talk through your agency, your goals, your audience and what you're trying to accomplish.

The goal is to get clear on some of the basics: What are we trying to accomplish? Who are we trying to reach? What should we say? And what should happen next? From there, you can start building a practical direction for your marketing. Having those answers makes it much easier to build marketing that has a purpose. It also gives you a starting point for the next 90 days, rather than trying to figure out what to do every time you need to send an email or make a post. The challenge is taking that plan and turning it into something you can actually put to work.

You can have a good conversation, come up with a campaign and walk away with a list of ideas. Then Monday comes around.

The agency gets busy. AEP gets closer. Something else takes priority. The marketing gets pushed to the next week, and then the next.

Maybe you've already been given content. You have social posts, emails or other materials sitting in a folder somewhere, but you're still left wondering what you're supposed to do with them. Having marketing materials isn't the same thing as having a system to put them to work. That's where TheBrokerage Inc. and AgencyBloc partnership comes in. The goal isn't to leave the conversation with a list of marketing ideas and another folder to sort through later. It's to leave with a direction you can take into the tools and start putting to work.

So Who Does What?

This is where we want to make the partnership simple.

The Brokerage brings the marketing perspective and development. Our team can help you think through what your agency should be saying, who you should be talking to and what you want your marketing to accomplish. You will walk away with a plan and get the content to execute.

AgencyBloc provides the technology and technical support. AgencyBloc is an insurance-specific technology platform designed to support health, senior and benefits agencies. Its tools include a complete CRM, content management system, and websites, if you opt-in. These tools can help agencies manage their business, strengthen client relationships and put marketing campaigns into action.

You bring the agency expertise. You know your clients, your market, your business and the goals you're working toward. You decide what makes sense for your agency.

That means you don't have to figure out every piece of the process yourself. You know what The Brokerage Inc. does, what AgencyBloc does and what you need to do.

One Idea Can Go Further

Once you know what you're trying to accomplish, you can build your marketing around that goal instead of trying to come up with something new for every channel.

Say your goal is to generate more referrals from your existing clients. Instead of creating a separate idea for every channel, the strategy might become one campaign that includes client emails, social posts and a landing page where clients can learn more or take the next step.

If you're promoting an educational event, the same approach could include an invitation, registration page and follow-up communication.

Or maybe you're trying to stay in front of your clients throughout the year. That could mean combining an e-newsletter with social content and other communications that keep your agency connected to the people already in your book.

The specific pieces will depend on what you're trying to accomplish. The important thing is that they all work toward the same goal.

Depending on the services you choose, AgencyBloc's tools can support different parts of that process, from social media and blogs to e-newsletters, campaigns, websites and landing pages. As an insurance-specific platform, AgencyBloc is built with the needs of insurance agencies in mind.

You Don't Have to Become Your Own Marketing Department

Running an agency already takes enough time. The last thing you need is another platform to learn or another marketing task that ends up on your to-do list. You can also involve members of your team, whether that's an office manager, marketer, CSR or someone else who can help put the plan into action. That allows you to stay focused on running the business without having to handle every piece of the marketing yourself.

Start With the Next 90 Days

You don't need to know marketing or have a strategy figured out before you start. We will just look at your business objectives and plan the next 90 days.

That might mean identifying a goal, choosing an audience, deciding what you want to say, determining which channels make sense and establishing what needs to happen next. That's what "mapped out" means: having a clearer picture of where your marketing is going and what you need to do to move it forward.

From there, you can put that plan into action with the tools and support available through the AgencyBloc partnership.

For The Brokerage Inc. clients who are new to AgencyBloc, there's also an opportunity to receive 15% off eligible services. There are currently three opportunities each week to schedule a custom marketing consultation with the The Brokerage Inc. marketing team.

If you've been meaning to get more intentional about your agency's marketing but haven't known where to start, this is a chance to sit down with a team that understands insurance, talk through your goals and start building a plan you can actually use.