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Successful Broker Tips

Greenwood Underwriters are breaking down everything a broker needs to do in order to be successful

Marketing Tips For Brokers:

Whether you are an independent broker or run an insurance agency, having a thorough marketing strategy will greatly impact the success of your business. There many tactics you can use to market your services, here are a few tips on where to start:

Start Creating Content

You don't need to have any design experience to create eye-catching graphics for your website and advertising. Low cost marketing tools such as Canva allow anybody to create marketing materials including videos, fliers, posters and even business cards.   Being present on social media is one thing, but posting consistent and valuable content is when you start to reap benefits even if you only publish a post twice a week.   It is important to understand where your customers are and then you can alter your marketing materials to fit each media platform used.   Whether you are advertising on Google using pay-per-click (PPC) ads, or you are using LinkedIn and Facebook to target look-alike audiences, the content you are putting out should bring value to your potential customers and drive them to want to know more. 

Utilize Your Current Client Base

Your clients hold the power to make or break your business reputation and therefore affect your sales funnel.   Learning about why clients like to work with you can be discovered through surveys and interviews, but one can also use testimonials as a way to help persuade undecided prospects to close a sale. 
Greenwood General Insurance Agency is staffed with seasoned Underwriters ready to assist you in your risk submissions to ensure all the necessary information is provided. The Underwriters at Greenwood specialize in providing our brokers with everything they need to ensure their success.

Email Marketing

Email newsletters / campaigns are a great and low cost way to get in touch with potential customers quickly and efficiently.   There are many tools out there to automate and send bulk emails out to prospects with the ability to track its effectiveness. Constant Contact or Mailchimp are some of the most popular email marketing tools.

Host an Event

Whether your goal is to bring people together or educate prospects on the industry and your services, hosting an event or class is a great way  to attract new customers and even close long-standing sales.   Trends show an increase in online events due to COVID 19 lockdowns, and there are many platforms that allow you to not only host events but market them to prospects all around the world.
Here at Greenwood, we focus on fast communication and easy applications, which is what makes our brokers so successful. Get started by booking a free demo with our lead Underwriter.

Greenwood General Insurance Agency

Exclusive General Liability programs specifically designed for contractors and artisans

  • Multiple “A” Rated Carriers ; Non-Admitted
  • 50+ Classifications including General Contractors
  • Online or Self Rater (2 minute process)
  • $500 Minimum Premium on Most Classes
  • No Prior and New Venture OK
  • Flexible Underwriting
Are you ready to start writing more profitable business? Book a free demo with us to learn about our fast and easy online quoting system