Insurance - GoCRM

How to get started with senior insurance marketing

Fast, simple and personal access to senior leads and customers is vital in the senior insurance business. Whether you are offering educational resources to an undecided retire or getting in touch with a baby boomer after a natural disaster, prompt communication is key to earning their trust, and their business.

Enter SMS messaging. As part of your senior insurance marketing strategy, text messages can reach more people, generate more leads, and earn more trust than would be possible through more traditional means.

Take a closer look at the power of text messaging in insurance marketing, and how integrating SMS with your CRM can make you more effective, without adding more work.

The Power of Text Messaging

Why use SMS as part of your senior insurance marketing strategy? Because people pay attention to text messages. Consider these facts:

91 percent of adults in the United States own a cell phone.
However, most people ignore calls they believe to be from telemarketers.
BUT 90 percent of text messages are read within 20 minutes.
Consumers expect to communicate with you 24//7/365.
People over the age of 50 make up more than 37% of the population in the US.
By 2050 the senior population will reach 90 million.

Text messaging gives you a fast, simple, and effective way to connect with leads and customers, at any time of the day or night. Plus, it gives them an easy way to reach out to you without going through frustrating automated phone systems or needing to take the time to write an email that may (or may not) ever read.

Uses for SMS in Senior Insurance Marketing

Insurance agencies are increasingly seeing the value of SMS in their senior insurance marketing. Text messages can assist with a slew of health or life insurance marketing tasks, including the following:

Setting up appointments for Senior Coverage insurance plans
Sending reminders and notifications (e.g. Upcoming appointment reminders or Medicare policy renewal notifications)
Checking in with customers (e.g. After an event or Medicare Supplement claim)
Requesting feedback from customers (e.g. After a Senior Insurance claim)
Sending one-time passwords for account access
Engaging leads (e.g. Sending educational resources or special offer alerts for Part A or Part B)
Earning leads through giveaways or special offers (e.g. Weekly webinar on Part D plans)
Following up after online form submissions
Upselling insurance products to customers
Reducing customer service calls (e.g. Confirmation of form submission or appointments will reduce calls to confirm this information)

With the ability to include links to your website, resources, or letters in your text messages, you can use SMS to quickly grab the attention of your target audience, current leads, and customers in order to communicate important information efficiently.

With the ability to effortlessly communicate with you, leads and customers will also experience greater satisfaction, and purchase more insurance products, than if you had attempted to reach them in other ways.

Getting Started with SMS Senior Insurance Marketing

Sending text messages to hundreds or thousands of people in the hopes of generating leads, promptly replying to online form submissions, or sending notifications and reminders in a timely manner is outside the abilities of most sales and marketing teams.

You want your teams to focus on work that generates money for your business. That is why you need to get started with SMS senior insurance marketing by integrating your text messages with your CRM.

Through a customer relationship platform like GoCRM, you have the ability to use SMS as part of a full set of tools that work together to create seamless and productive interactions with your leads and clients.

Here is how you can use your CRM to integrate SMS into your senior marketing and sales efforts.

Make SMS part of your automated workflows

Within GoCRM, you have the ability to create automated workflows to accomplish tasks such as nurturing leads, onboarding new customers, or engaging cold leads. These workflows consist of emails, phone calls, and SMS messages written by you and arranged according to your company’s best practices.

Once activated, GoCRM automatically implements the workflow, so all you have to do is create the messages once, set the parameters (e.g. All leads who have not responded in the last 15 days) and turn your attention to other tasks while GoCRM takes care of the rest.

Text messages can become an important part of these automated workflows. For example, you may send a text message to check in about a lead’s level of interest, send a quick link to resources that a cold lead may find engaging, congratulate a new customer on their Medicare policy enrollment as part of an onboarding process, and more.

Within GoCRM, these SMS messages come from the assigned team member’s personal number, so recipients can text back and immediately reach a real person, or call the number to speak to someone personally.

As part of automated workflows, then, text messages become a quick, easy, and effective way to build a line of communication that captures leads and encourages them through the sales funnel with less work on your end.

Use SMS messages alongside emails and phone calls

When you integrate SMS senior insurance marketing with your CRM, you gain the ability to use text messages alongside other tools, such as emails and phone calls.

Automated workflows, such as those discussed above, for example, create a seamless way to capture, engage, and nurture leads using all the tools at your disposal. You set the series of emails, phone calls and text messages to create the most effective campaigns possible for your target audiences.

In concert with emails and phone calls, text messages can give leads and customers the nudge they need to engage further with your senior insurance business.

Use text messages to respond to customer actions

You don’t have to use SMS messages just as part of automated workflows. You can also set text messages to trigger through GoCRM when leads or customers take specific actions.

For example, say someone schedules an appointment with you online. GoCRM can respond immediately with a quick text message confirming the appointment and providing a link to more information.

Similarly, say a lead has an upcoming appointment. Your CRM can trigger an SMS message as early as you want before the meeting: 1 hour, 24 hours, 1 week, etc. These reminders reduce the number of missed meetings, and wasted time, your sales team experiences.

Use text messages to cut down on response times

Seniors looking into insurance want to know that they have your attention. If they submit a contact form, they want to hear from you right away. If they schedule an appointment, they want to know that you received their appointment time.

SMS messages can help you to respond quickly even when leads and customers take actions outside of business hours.

For example, GoCRM can send a thank you SMS to a customer as soon as they schedule an appointment, no matter what time of day or night it is, while someone who submits a contact form can receive an SMS with your company’s hours of operation so they know when to expect a reply.

Automated, and prompt, text messages such as these create instant communication that earns you more leads and more sales by ensuring that your business remains engaged with everyone who wants to connect with you.

💡 Takeaways

GoCRM has the ability to put SMS messages to good use for your insurance business. Contact us for a free demo or to learn more about how you can get started with SMS marketing through our CRM.

Financial services are both personalized and data-driven, this is especially true in the insurance sector. Using in-depth information about consumers, insurance agents can create highly customized tactics to generate, engage, and convert leads.

Collecting, analyzing, and using all this data can be a time-consuming process. If you want to get more done and land more sales without spending every minute in the office, you need marketing automation for insurance.

The right automations can help you accomplish essential tasks in acquiring, qualifying, engaging, nurturing, and converting leads. Here are seven ways you can use your CRM to automate marketing for insurance agents.

Call Tracking

The insurance industry relies on trust between consumers and insurance agents. Add in the often complex features of insurance, and direct connections via phone calls become critically important.

You can build trust and guide consumers through their insurance decisions over the phone without losing the valuable data obtained through these conversations if you use a CRM with call tracking, like GoCRM.

Through call tracking, GoCRM uses a cloud-based VOIP system to automatically record your phone calls and import valuable information from those phone calls into your central database.

In addition, GoCRM maintains the personal and trustworthy nature of phone communication by allowing your team members to make and receive calls on their personal devices. Consumers can call any number you provide and reach the individual agent who they know, trust, and want to speak with.

In addition, you can create automated workflows through GoCRM that include scheduled phone calls. For example, have the system schedule phone calls to discuss insurance options when leads submit a form online and send a reminder so no opportunity to connect with leads is lost.

Lead Engagement Workflow Automation

Once you earn a lead, you need to nurture them in order to earn their trust and their business. Engage more leads with less time with automated workflows through GoCRM.

Customize these workflows to your company’s best practices and processes in order to accomplish tasks such as the following:

Engage with insurance inquiries who have stopped responding
Alert leads to new insurance products
Follow-up with new insurance applications and inquiries from your online sources (i.e. Website, social media, etc.)
Onboard new clients (i.e. Send welcome letters to applicants whose mortgages are approved, send information about mortgages, etc.).

Create a workflow for each task, create your email and text message templates, and then let the system do the rest. GoCRM will send the emails and SMS messages and schedule the phone calls and meetings as required by the workflow.

With GoCRM doing much of the lead engagement for you, you can follow up with more leads, track every interaction with your business, and land more clients, all without adding to your already busy schedule.

Automated Lead Assignment

The personal nature of insurance requires you and your insurance agents to build strong relationships with potential clients. Make sure that each lead is personally connected to a member of your team with automated lead assignment.

Use GoCRM to assign each lead to one of your insurance agents, either based on certain criteria (e.g. Location or insurance type) or in a round-robin style.

After assignment, GoCRM will automatically schedule phone calls and meetings between the lead and the assigned agent, send emails and text messages on their behalf, and send notifications to the insurance agent regarding these activities.

Use this automation feature to easily view your entire team’s workload, evenly distribute tasks, connect every lead personally with an agent, and, in combination with automated workflows, ensure consistent and appropriate follow up with every lead.

Email Marketing Campaigns

Email marketing is a profitable endeavor with an average revenue of $38 for every $1 spent. It is also a powerful tool for following up with and staying connected to leads.

Put email to good use in your interactions with leads and save yourself time with automated email marketing campaigns that achieve the following:

Inform your target audience about new insurance products, favorable rate changes, reasons to purchase insurance, and educational information that can earn you new leads
Remind current clients to review their insurance needs
Re-engage cold leads with information about ways to save on their desired insurance, insurance products that appeal to them, etc.
Respond to form submissions in order to schedule meetings or provide requested information
Onboard new customers
Send out paperwork

In order to set up automated emails through GoCRM, you simply create an email template within the system and add it to the appropriate workflows. GoCRM will then send the email based upon the workflows and parameters you set.

Personalized Marketing Communications

People need to trust you before giving you the details required to purchase insurance. Create that trust by personalizing your communications with them.

Through GoCRM, you can easily add personalization to every interaction with your clients. For example, the system will add the name of the lead to your automated emails using the information available in its database.

In addition, GoCRM will send emails and SMS messages, as well as allow for phone calls, from the personal accounts of your insurance agents.

For example, when GoCRM sends an automated text message, that message comes from the assigned agent’s personal phone number. When the lead replies to the text, the agent receives the message on their personal device and can seamlessly take over the conversation.

GoCRM also allows for personalized interactions by making all of the data on the lead available in one centralized database. With the lead’s entire journey available at a single glance, you and your agents can offer the personalized guidance the lead expects and deserves.

With attentive and customized interactions, your leads will enjoy an enhanced customer experience that is more likely to win their trust, and their business, for your insurance agency.

Automated Data Entry

One of the biggest obstacles to effective CRM use is maintaining up-to-date information on leads and customers.

GoCRM eliminates that problem with automated data entry so your busy insurance agents do not have to spend hours manually inputting information.

The GoCRM platform integrates with numerous platforms, gathering all the relevant data from them and storing it in a centralized database for easy access.

Every time a lead visits your website, clicks on a link, fills out a form, receives a text message or email, or connects with you via phone, GoCRM is collecting that information in the database.

The result is a comprehensive look at the lead’s journey. Use that information to promptly follow up with, engage, and convert leads with personalized and timely communications.

Marketing Attribution

In order to maintain effective sales and marketing strategies, you have to know how they are working. You need access to marketing attribution.

GoCRM provides that access with attribution tracking. For example, part of its attribution tracking capabilities include dynamic number insertion. This strategy assigns a unique number to each of your marketing campaigns.

When people call that number, the system can track which campaign generated the lead. The GoCRM system can even follow that lead’s journey to see which marketing campaigns generate the most leads and the most conversions.

In addition, GoCRM can track the origin of leads who take other actions, such as filling out forms or browsing your website. With detailed information on where your leads are coming from, and what they are doing, you can identify the strengths and weaknesses in your marketing campaigns and adjust your efforts accordingly.

💡Takeaways

GoCRM is designed to help you save time and sell more by accomplishing important lead generation and nurturing tasks automatically. Schedule a free demo today to learn more about how automation can help you create more personalized, effective, and efficient techniques for your insurance agency.

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Category: Insurance

How to Get Started with Senior Insurance Marketing & SMS