How are you Promoting Yourself?

I hope this quarterly newsletter with tips and insights into the life & health insurance industry finds you enjoying the sun, the fun, and some family vacation time. The summer months always allow me to relax, recharge, and prepare for the upcoming Medicare season. But I won’t spend time talking about that, as Rick does a great job covering all things Medicare for you. What I would like to visit and share with you is how you are putting yourself out there. How do you market yourself, your skills, your team, and your agency to your community and your clients? Today, with AI, social media, and other great organic ways to create your own lead funnel, how are you doing it? If you get leads from referrals that are supporting you, I commend you because that means you laid the foundation long ago. If your response is, “I don’t know, or I don’t,” then let’s talk. We have some strategic partnerships we feel can really set you apart from your competition and will build a foundation for you to get set up to have referrals.

For example, we have ads that follow the zip codes you choose, and when someone starts researching insurance, it’s your ad, your face, and your phone number they immediately see. We have ideas on how to brand yourself with Facebook ads. We even have scripts, invites, and presentations for community events if you want to take a designation course.

There is no better time than the summer to pause and evaluate the direction of your business. I’m always thrilled to work with agents who are ready to invest in their future. This investment could be in the form of time, education, processes, or efficiencies. As you develop your plans, consider how our insurance solutions can benefit your clients. Let us be a part of your journey to success.

I’d like you to think of Producers XL as your back-office cheer squad. We want to help you become more successful however that looks to you. My most recent success story was working with a growing Medicare agent willing to invest in that growth. This ultimately allowed her to free up some of her time due to efficiencies that we could support during AEP, allowing for cross-selling and generating additional revenues. It was a Win-Win situation, and we believe we can help you achieve similar results.

Happy Summer and don’t forget the sunscreen!