how one insurance agent saved $15,000 a year
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How one insurance agent reduced her marketing costs and saved $15,000 a year! www.agencyupdates.comTRANSCRIPT
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HOW I SAVED ONE INSURANCE AGENT
$15,000 A YEARwww.agencyupdates.com
Mega Agency Marketing Inc
Tuesday, June 3, 14
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PROFITS DOWN?
• I worked with an Allstate Agent who had been in business for about 6 years
• She felt like she had good sales numbers, but spent a ton in marketing
• So how did I help her save $15k a year?
Tuesday, June 3, 14
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TRACKING
• We implemented a new tool in her agency.
• A simple spreadsheet that tracked New Business. (I talk about this in my Mega Insurance Agency Marketing book.)
• Most important part of the sheet? SOURCE.
Tuesday, June 3, 14
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THE KEY
• The goal is to know where your new business is coming from.
• Telemarketing, leads, referrals, cross sell, yellow page ad, internet marketing, etc.
• Then see what is delivering new business!
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TRACK SPENDING TOO
• Make sure you know where your money is going at the same time. Keep a list of all your monthly/annual marketing expenditures
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DO MORE OF WHAT WORKS
• Now your tracking sheet shows what is working.
• Where are the leads coming from?
• Where are they NOT coming from?
• Cut the low performers!
Tuesday, June 3, 14
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HOW DID SHE SAVE $15K?
• By cutting appx $1250 a month in unnecessary ads that weren’t delivering any business! (Referrals were huge!)
• Implement a New Business tracking spreadsheet.
• Track your expenses.
• Do more of what works and cut out what doesn’t.
• Give new marketing about six months to judge results.
Tuesday, June 3, 14
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WANT MORE IDEAS?
• Get a FREE copy of my “5 Quick Start Secrets To Sell More Insurance in 7 Days or Less” at www.agencyupdates.com
• Join the Insurance Marketing System for only $37!
Tuesday, June 3, 14