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Welcome to the Agent Branding System - ABS for Insurance Agents

Top 101 Resources for Insurance Marketing

Posted by Jon Anderson on Mar 30, 2016 3:04:44 PM

Prospects and Leads for Insurance Agents

As agent branding specialists, we make it our business to know the ins and outs of marketing for insurance and financial services agents. While you may already know the best practices for insurance and financial services marketing, it’s nevertheless worthwhile to brush up on the current landscape, or see what others are doing.

In this post, we have collected a list of great articles that reveal some of the best practices for online insurance, and financial services, marketing.  We also found other resources, like templates and info-graphics, to help you make rapid progress in building your book-of-business.


By reading through these resources, you can learn about each phase in the marketing process while ensuring that your marketing practices remain fully compliant.  Ultimately,  you’re going to close more sales.

The topics we will cover are:

  • Developing Buyer Personas
  • Creating a Marketing Plan
  • Compliance and Marketing
  • Content Marketing
  • Prospecting Using Social Media
  • Referral Marketing Ideas
  • How to Close Sales
  • Inbound Marketing

If making Presidents Club year after year is your goal, the best time to start is now; these marketing resources will be invaluable.

Tactics For Finding Insurance Clients

Developing Buyer Personas

  1.    What Is A Buyer Persona?
  2.   The Definition of a Buyer Persona [in Under 100 Words]
  3.    How to Create Detailed Buyer Personas for Your Business [Free Persona Template]
  4.   How Buyer Personas Can Increase Insurance Sales
  5.   Create Effective Buyer Personas For Your Insurance Agency
  6.   Better Targeting Through Buyer Personas
  7.    What Does a Great Buyer Persona Look Like? Dissecting 3 Real-Life Examples
  8.   Buyer Personas: A System for Identifying Your Ideal Customer
  9.   Why Buyer Personas Are Essential To An H2H Marketing Strategy
  10.  Buyer Persona Infographic
  11.  The Importance of Buyer Personas
  12.  20 Questions to Ask When Creating Buyer Personas
  13.  Buyer Personas 101 – The Ideal Client
  14.  [Free Worksheet] Developing Buyer Personas
  15.  The Complete Guide to Developing and Using Buyer Personas

Creating a Marketing Plan and Strategy

  1.  Marketing Plan Template: Exactly What To Include
  2.  How to Create a Marketing Plan
  3.  Marketing Proposal Template
  4.  The First Steps to Any Insurance Agency Marketing Plan
  5. How to Create an Insurance Agency Marketing Plan
  6.  How to Develop a Sales and Marketing Plan
  7. How to Write a Marketing Plan for an Insurance Sales Agent
  8.  Strategic Insurance Marketing
  9. 4 Strategies for Insurance Agencies to Thrive Amidst Online Mayhem
  10. Marketing Strategies for Insurance Companies
  11. Insurance Companies: Developing Your New Marketing Department
  12.  10 Lessons Insurance Agents Can Learn from Uber’s Marketing Strategy

Compliance and Marketing

  1. American Marketing Association’s Statement of Ethics
  2. Market Conduct Regulation
  3.  Insurance Advertising Laws
  4.  A Refresher: Insurance Advertising Rules & Compliance
  5.  Advertisements Of Life Insurance And Annuities Model Regulations
  6.  Advertising And Distributing Insurance Products: Navigating The Regulation
  7.  “Ground Zero” For Insurance Advertising Law (Downloadable File)
  8.  Fdic Part 343 Consumer Protection In Sales Of Insurance
  9.  10 Shockingly Inappropriate Insurance Advertisements
  10.  The National Association of Professional Insurance Agents (PIA) Guide to the CAN-SPAM Act
  11.  Insurance Executives Must Know the 7 Key Components of the CAN-SPAM Act

Content Marketing

  1.  The Basics of Content Marketing: 10 Essential Concepts
  2. Content Marketing Institute: Getting Started
  3.  The Write Stuff: The What, Why and How of Content Marketing
  4. What Is Content Marketing?
  5.  Content Marketing For Boring Industries: A Case Study
  6. State of Content Marketing: Insurance
  7. Five Insanely Effective Content Marketing Strategies For Insurance Companies
  8. 6 Arguments Why Insurance Companies Should Practice Content Marketing
  9.  Finding The Right Mix: The Science Behind Content Planning
  10. Compelling Coverage: How the Insurance Industry Is Taking Content Marketing By Storm
  11. Content Marketing in the Insurance Industry: RAC Case Study
  12. 5 Benefits of Content Marketing for Insurance Agents [with Stats and Examples]
  13.  Use Content Marketing for Insurance Agency Lead Generation
  14. 5 Tips for Content Marketing for Your Insurance Brokerage
  15.  How to Do Content Marketing for Insurance Agencies
  16. Brand-focused Content Marketing for the Finance Industry
  17. How to Dominate a Boring Industry with Content Marketing
  18. 5 Content Marketing Fundamentals for the Insurance Industry
  19.  Aviva “Content is King” Infographic
  20. 5 Ways Content Marketing Helps Insurance Agents with Referral
  21. Content Marketing Ideas For Insurance Brokers

Prospecting Using Social Media

  1. The Beginner's Guide to Social Media!
  2.  7 Basic Social-Media Tips to Set Your Marketing Right
  3. Social Media for Business: 2016 Marketer’s Guide
  4.  10 Benefits of Social Media for Business Every Skeptic Should Know
  5. Let's Get Social (Find high-quality prospects with Facebook and LinkedIn ads)
  6. Top 10 Financial Services Marketing Influencers You Should Follow In 2016
  7. Social Media Marketing Strategy for Insurance Producers
  8.  5 Social Media Best Practices for Insurance Companies
  9. The Use of Social Media in Insurance
  10. How to Build a LinkedIN Profile That Sells
  11.   How to Create a Social Media Marketing Strategy for Your Insurance Company – Part One and Part Two
  12.  50 Awesome Social Media Ideas for Insurance Agencies
  13.  Why Insurance Agents Need Social Media Marketing to Boost Referrals
  14.  If You Work in Insurance, This Should Be the Only Article You Read on the Future of Social Media
  15.  11 Ways Insurance Agents Should Be Using Social Media
  16.  5 Ways Insurance Agents Get It Wrong on Social Media
  17.  100 Facebook Marketing Tips and Ideas for Insurance Agents

Referral Marketing Ideas

  1.  12 Terms You Need to Know Before you Launch a Referral Program
  2.  Referral Marketing by Richard Banfield
  3.  Why Referral Marketing is Awesome [Infographic]
  4. Referral Marketing 101: What is a referral, exactly?
  5.  27 Referral Marketing Ideas to Get Referrals And Sell More Insurance
  6. 5 Referral-Driving Marketing Secrets for Insurance Agents in 2015
  7.  Creating Your Insurance Agency Referral Rewards Program
  8. Email Marketing for Insurance Agents: 6 Ways to Grow Referrals

How to Close Sales

  1. 3 Sales Closing Techniques, and Why They Work
  2.  The 5 Worst Closing Techniques
  3.  Top 10 Sales Closing Techniques: Learn How to Seal the Deal
  4. 5 Sales Closing Techniques
  5.  7 Ways to Close More Sales
  6. 10 Tips for Closing Sales Every Insurance Agent Should Know
  7.  7 Forgotten Insurance Sales Techniques
  8. 6 Sales Techniques for Closing More Life Insurance Leads

Inbound Marketing 

  1. What is Inbound Marketing?
  2. The Super Simple Explanation of Inbound Marketing [Infographic]
  3. How To Use Inbound Marketing In Your Insurance Agency
  4. 18 Simple Tips to Grow Your Business with Inbound Marketing
  5.  5 Tips on Developing a Successful Inbound-Marketing Strategy
  6. 32 Inspiring Inbound Marketing Examples to Spark Your Own Campaign Ideas [Free Ebook]
  7. Insurance Marketing: The ROI of Inbound Marketing
  8. 7 Quick Tips To Become An Inbound Marketing Machine
  9. Insurance Inbound Marketing [YouTube Show, Episode 1]

These links can help you with your insurance marketing efforts and bring in well-qualified leads to your door. 

If you don't have the time or budget to hire staff to implement your online marketing, we are always here to help with our free branding analysis and resources.

Topics: insurance agency marketing, blog

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