Summer Marketing Tips for Independent Insurance Agents

It’s officially Summer, and EZLynx has some handy marketing tips for independent insurance agents to help heat up your sales.

If you don’t have time to create an in-depth marketing campaign, we’ve got you covered. Taking small strides and focusing on your community and customers can go a long way. You can learn what works best with your agency the more you try, and that will, in turn, help you develop a more well-rounded strategy for the future.

Need some tips for Summer marketing? Here are some strategies to try this year.

Treat your customers.

Customers love being appreciated! Host an ice cream social or fun-flavored event in your office. Invite customers to come in for an ice cream and to review their policies or to update personal information. Beat the heat while also having fun.

Social media giveaway.

Partner with a movie theater or local eatery to award a winning customer “a night out” for participating in a social media giveaway. Everyone loves a social media giveaway and getting things for free. Make this Summer extra memorable for your clientele.

Sponsor local events.

Whether it’s an apartment complex’s pool party, a concert, or a school or University related function, put your name and company branding out there. Create a unique flyer and other marketing materials to help promote the event you’re sponsoring to ensure it’s a hit.

Have fun with holidays.

Summer brings in plenty of holidays, so have fun with them. You can do anything from hosting a hot-dog eating contest to sponsoring a fireworks show. Get creative with the holidays. One of the easiest places to start is mentioning the changing weather. This is a sure-fire way to connect with your customers, readers, and followers.

Give back to the community.

Work with your local Habitat for Humanity chapter or other give back organizations. This will not only help get your name out there, but your team will also be helping those in the community who need it most. That is a win/win. Everyone benefits from helping those in the community.

If you’ve tried something different or have a success story to share, please let us know in the comments. In the meantime, if you’re looking for industry-leading insurance agency software, look no further than EZLynx – your one-stop-shop for all things for independent insurance agents.


EZLynx Marketing Campaign Tips for Insurance Agents

ezlynx_email_marketing

Email continues to play an integral role in online marketing for many different businesses, especially independent insurance agents. Through effective email practices, you can send a customized message directly to your target audience with the click of a button.

Taking things a step further with EZLynx Marketing Campaigns, we allow agents the option to select their audience and customize their message. You can search through a library of unique content and design templates to best suite your message and target base.

Know Your Audience

However you want to reach your clients, you should know your audience before you begin planning your campaign. Who do you want to reach? Whether it be customers enrolled in a certain policy, or narrowing down a community-specific message, knowing who you want to reach is crucial.

With EZLynx Marketing Campaigns, you can communicate with all of your clients in one place, and see your results as well. The recently enhanced interface allows a user-friendly and productive experience.

Personalize Your Message

A nice way to remind your customers that you appreciate them is to send them an email on their birthday. With EZLynx Marketing Campaigns you can import your clients and their birthdays, and send a mass but customized email each month for respective customers birthdays. You can also choose between a myriad of templates and messages, or create your own custom message.

Adding a personal touch reminds customers that you appreciate not only their business but them, as well. Who doesn’t like to be reminded that they are appreciated?

Build a Relationship

Your customers come to you for their insurance needs because they like and trust you. People can go literally anywhere for insurance coverage, which is why it is important to build relationships with your customers. Staying in contact with clients, more than just letting them know their policy is about to expire, is crucial for client retention and long-term relationships.

Insurance is a people business, and getting to know the people who keep you in business is a great way to ensure a long lasting business.


EZLynx Creates Innovative Communications between Carriers and Agents to Improve Comparative Rating Success

Flower Mound, Texas – EZLynx, recognized as the industry leader in real-time comparative rating and insurance software solutions, announces EZLynx Carrier Messaging. Deliver marketing messages to agents at the most effective time – during the quoting process.

“Imagine delivering a message directly to an agent at the point of sale while they are deciding how or where to place the business,” says David Taylor, VP of Product Integration at EZLynx. “Carriers can now interact with their agents when they are quoting and grab their attention with a variety of risk specific messages in their EZLynx quotes. This powerful tool provides the message vehicle for growing a carrier’s market for specific areas or products.”

The messages, returned by the carrier’s system, are channeled to a messaging section on the EZLynx quote results page.  Banner alerts provide agents with an excerpt of the message content.  A quick click takes the agent to the carrier’s exclusive message, focusing them on the carrier’s specific information.

EZLynx Carrier Messaging is a highly effective communications channel for a carrier to deliver its unique strengths to its agency force.  While the messaging framework may be used for broadcast message delivery, it may also be used to deliver risk-specific messaging via text or HTML formatting.

“For example,” Taylor continues, “submission of a risk that the carrier identifies as an umbrella candidate can trigger a “have you considered” message back to the agent and includes a link to the carrier’s umbrella quoting application. With very liberal space-availability, carriers can employ combinations of text and graphical formats along with interactive methods as agent calls-to-action.”

“With multiple national carriers now participating in EZLynx Carrier Messaging, this is a win-win for the independent agent-carrier channel.” said Taylor.

To learn more about EZLynx Carrier Messaging, please contact [email protected].

ABOUT EZLYNX

EZLynx is an industry leader in property and casualty insurance solutions, with cloud-based agency management, comparative rating, client servicing, and digital marketing tools for the insurance agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states.


Comparative Auto and Home Rating with EZLynx

Flower Mound, TX, September 2, 2007 – If you are an independent insurance agent who writes auto or home insurance through more than two carriers – you know how time consuming and error prone it can be to re-key the same information over and over. In addition, you know how hard it is to stay up-to-speed with each company’s ever changing insurance software and websites. All things considered, finding the right company to place a risk is very time consuming. Gone are the days where you could look at a risk and know right away which company to place them with.

EZLynx integrates with each carrier so that ALL rating and credit scoring takes place on the carrier side. This not only guarantees accuracy, but it also bridges the data directly into each company’s rating website. Simply click the “EZLogin®” button when you are finished quoting and be automatically logged in to the company site to bind. EZLynx allows you to spend more time selling insurance. Being able to give a risk a fast and accurate real-time quote, is what will set you apart.

  • 100% real-time quoting from 122+ carriers in 45+ states
  • 100% web-based
  • Single data entry point
  • Single system for your agents/CSRs to learn
  • Reduces the chance of error by re-keying the same information
  • Secure data repository. SAS 70® compliant data center
  • Access to your data 24×7, via the Internet
  • Automatic login to carrier sites through EZLogin®
  • Integrated with lead generators
  • Quote Scenarios® (vary quotes using different coverage/deductible scenarios)
  • Management system support
  • Reporting at an Agency/Agent/CSR level
  • Consumer Facing Quote Forms (return live quotes or just collect data)
  • Email quotes directly to the risk from inside EZLynx
  • Award winning customer service (live chat, email & telephone)

EZLynx has been the industry pioneer and leader in real-time rating. Here what other people are saying about EZLynx:

“EZLynx provides the speed, ease of use, accuracy, and support that we desired from our old rater. In our experience there is no substitution for EZLynx.” – Evan P. A Sun Country Insurance Agency, LLC

“EZLynx is the best asset an agent can have for comparative rating. Customer support and service is second to none.” – Dan Ramey, Ramey Insurance Agency

About Webcetera, L.P.
Webcetera is a leading provider of real-time quoting and insurance software solutions for independent insurance agents and carriers. Its flagship product EZLynx delivers accurate real-time rate quotes to independent insurance agencies across the United States. As an insurance software provider, Webcetera has focused on empowering both independent agencies, wholesales/MGAs, and insurance companies with the technology they need to grow and compete. Webcetera is a privately-held company. For more information, visit https://www.ezlynx.com or call us toll free at 877-932-2382.