How Insurance Agents Can Integrate Digital and Offline Marketing

Insurance marketing

In the current digital age, having an online presence is crucial to all organizations. The advent of insurtech in the insurance industry has helped many organizations scale their operations and grow their customer base. Therefore, insurance digital marketing is a great way to take your business to the next level.

These days, people spend most of their time online. In fact, before they reach out to any business, they tend to read about it online. In this article, we take a look at how you, as an insurance agent, can combine the traditional methods of marketing with digital marketing to increase your revenue flow.

How to Combine Digital And Offline Marketing Strategies

For insurance companies, increasing sales revenue has always been a challenge. Not every sales strategy can lead you to the right customers. This is why it is important to exhaust all available options to maximize your sales.

1. Combine Social Media with Live Events

If used properly, social media can turn out to be a great marketing tool for your business. Its different features allow an organization to have a real-time connection with their clients or prospects. Combining social media with your live events is a powerful strategy that will help you build strong relations with your clients. For the optimum use of social media, here’s what you should do:

  • Create an event, a page, or a post on popular social networking sites, such as Facebook and Twitter and provide all the relevant details about the event. Don’t forget to include a link for event registration in the post.
  • During the event, encourage the participants to share their experiences on social media using a hashtag.
  • Once the event is over, share the event pictures on your social media profiles and tag the people who were present there. This is a simple but effective strategy to reach out to a large number of people.

2. Relationship Marketing

Spamming a client’s inbox with promotional messages will not get you any response. On the other hand, relationship marketing is a more effective method to build a connection with your clients. Using the information logged by your clients, you can send personalized messages such as holiday and birthday greetings to your clients. Loyal clients, with whom you have established a strong relationship, will not only be willing to work with you in the future, but they are also more likely to refer you to their friends and family. This way, you can increase your client base through your existing clients.

3. Digital Campaigns and Referrals

Many people hesitate while asking for referrals from their clients. To overcome this hesitation, the best way is to use digital tools to ask for referrals. Here’s how you can do it:

  • Create high-quality digital content and share it on your profile to reach out to your existing audience. Your audience is likely to share meaningful and valuable content that talks about financial planning, legacy planning, etc., shared by you.
  • This act of sharing is an endorsement, making your client’s family and friends reach out to you.

To reach out to more people, you can use the feature of social sharing for sales. For this, you must share a credible article from a reliable site. For example, if you are selling health insurance policies, you can share an article such as, ‘5 Best Foods for a Healthy Heart’. When your target clients click on your share, the article will appear on the left while on the right hand side of the page, your prospects will see the call-to-action or CTA. The CTA is designed to convince online visitors to reach out to you and learn more about your services.

The Final Word

By following the online and offline marketing tips mentioned above, you can reach out to more prospects and take your business to greater heights.  

3 Reasons Why Customers Should Buy Products from You!

LegacyArmour Advisor Dashbaord

Insurance can be a complicated purchase. Clients are buying a promise of protection that could potentially make or break their financial well-being which can be stressful. How do they know that you’re the right choice as their agent? Are they getting the best value for their money? 

Here are three reasons you can tell your clients why they should buy from YOU, their trusted long term advisor!

Legacy Planning
Reason 1: You Are Their Personal Advisor

You take the time to listen to your client and understand their individual needs. They know it’s not just about finding a price they can afford; it’s also about making certain they are appropriately covered. You provide them with tools to ensure protection is for ALL of their assets, and  LegacyArmour is the premier protection tool.


Reason 2: You Are Their Advocate

If they have a billing or claim concern, or they need to change coverage, you can be their advocate, working with the insurance company on their behalf. With LegacyArmour, your brand & contact information is right in front of them and they can contact you easily using the  Contact Advisor  Button.


Reason 3: You are their one-stop consultant for a lifetime

With your diversified portfolio, you meet all of your clients’ insurance needs with the companies you represent, providing auto, home, renter’s, life and health insurance as well. Now you can offer LegacyArmour  with additional benefits such as access to your own insurance widget, protection of their financial accounts, an emergency health card, and access to estate planning templates!


Get LegacyArmour for your clients today! Give them the gift of added peace of mind and let us do the rest! Our service ensures that if something happens, we are responsive, and their loved ones will have access to everything they chose to protect.

You are compelling, distinguished from all competition, and most of all, you care! Find more about us here,  or connect with our partner for more information!

How to Start Legacy Planning

Photo by Alvaro Reyes on Unsplash

The unfortunate reality is that a lot of people get into the latter years of their life and wonder where it all went. Time flies by as we get caught up in the business of day-to-day life, and we often forget to stop and assess what’s going on. Legacy planning is a way to live with purpose and intentionally that can help navigate life, make decisions, and give time to what matters most. Admittedly, it’s not rocket science, but it takes time and concerted effort to set the course for your legacy on an intentional path. Start by answering these simple legacy planning questions and go from there.

What’s going on now?

Take an assessment of your life’s legacy. Do you have a job, mortgage, student loans, children? Perhaps you’re applying for colleges (and if so, we applaud you for thinking about this stuff now!) or jobs. Do you have enough savings? Inventory your life and write these things down so that you can begin to picture, in all its glorious detail, your life now.

Once you’ve got the basic overview, begin breaking it into categories and start asking questions? Are you who you want to be in those areas of life? If so, how can you continue, and if not what can you change? Encompass all areas of your life, like fitness, education, spirituality, family, health, and finances. What are your goals and aspirations? What is keeping you from pursuing them and how do you change? Remember, this is all about you living your best life, being intentional, and preparing for the future.

What do you need to prepare for?

At Legacy Armour, this is one of the central questions that drive what we do and the services we provide. We strive to help people plan for life’s unexpected events. Legacy planning requires you to ask and answer some pretty tough questions about situations that about which no one wants to talk. However, the reality is that everyone is better in the long run if you make these plans now. So here are just a few examples of the kinds of issues you need to have figured out.

Do you have enough life insurance? If you have children and something happened to you and your spouse, who do you want to take care of the kids? Do you have that stated in a will that sets up guardianship, trusts, educational funds, and other items that you don’t want your kids to have to worry about?

What about investments? What are your goals at retirement and are you saving enough money now? Do you have a comprehensive financial plan in place? Where does all of that go if something were to happen to you? How will those people get what you’ve set up for them?

Don’t Wait Until It’s Too Late

As alarming as it can be to have to think about these things, the alternative is much, much worse. Legacy Armour is devoted to protecting the legacy you’re building for your family and helping get the right information to the right people should extenuating circumstances occur. Check out our blog for more tips on how to be ready for what life throws at you, and take advantage of our free 7-day free trial to get a better sense of the value we can add to your life. And don’t forget to start life planning TODAY!