JAY THAKKAR 
An insurance agent or firm advances through sales. Without sales, an agent or company will have no clients, no income, and no hope for expansion or progress. But if success is fueled by sales, then marketing is the gasoline. Insurance agency marketing strategies can range from improving your website to supporting a local event. Nonetheless, … Read more
You should keep in mind that creating a solid marketing strategy is essential if you’re an aspiring financial professional because the financial adviser market is currently highly regarded. The following list of 8 financial adviser marketing techniques aims to highlight your career aspirations in product promotion. Why Do Insurance Financial Advisors need to Rethink their … Read more
Follow-ups are a marketer’s friend and foe at the same time. Without follow-ups, there would be less brand recall, fewer sales, and weaker customer relationships. But let’s be honest — follow-ups are incredibly time-consuming. Who has the time to follow up with every single interaction? And it’s not just the time it takes to follow … Read more
After you’ve accomplished the difficult task of generating leads that are passionate about your product or service, it’s time to capitalize by walking them through the sales funnel and converting those prospects into devoted customers. This is where lead nurturing comes in to play an integral role – helping businesses achieve their goals of building … Read more
An effective sales funnel is crucial in the fast-paced business environment of today to guarantee that leads are nurtured and turned into clients. But maintaining a sales funnel may be a difficult and time-consuming task. This is where customer-triggered follow-ups and automatic CRM updates come in. Your sales funnel can be streamlined with the aid … Read more
As an insurance advisor, it’s important to acquire new clients while also retaining your existing ones. Utilizing drip campaigns can be an ideal way of achieving this goal. Drip campaigns are a series of automated messages delivered at pre-set intervals with the purpose of nurturing prospects and customers as they progress through the sales funnel. … Read more
Call tracking is an incredibly useful resource for businesses. It allows them to keep tabs on their phone leads, evaluate the efficacy of their marketing initiatives and hone in on their sales processes. In this post, we will give you a full rundown of call tracking in 2023 – its advantages, how it operates, what … Read more
In an ideal world, all salespeople would spend their days slick-talking a never-ending stream of ideal prospects, closing six-figure deals left and right, all the while remaining completely unperturbed. However, since the world is not perfect, prospecting is a labor-intensive part of actual sales. Prospecting, unfortunately, is not glamorous. It’s a tedious, time-consuming task that … Read more
The year 2021 has come to an end, and what a year it was. Even if there is still a long way to go, the world was in recovery mode. Global Brands and their perspectives on marketing, in general, have been tested and impacted during the last two years. Closer to home, the Marketing Automation … Read more
The spin-off of events following the suspension of the global shutdown previous year has taught us that the global insurance market dynamics are best subject to digitization. For a marketplace mapped by wide insurance gaps and demand for consumer-centric services, integrating effective digital awareness approaches is deemed necessary. Especially with omnichannel services now mainstream in … Read more