It was possible to succeed in insurance just through personal connections and word of mouth back in the day. Times have changed. Today, it has become essential for insurance businesses to go digital to meet buyers where they are
However, you can end up paying hundreds of thousands on digital ads and online marketing consultants if you don’t know what you’re doing.
Fortunately, this doesn’t have to be the case. If you’re worried about cost, you’ll be pleased to find out that there’s a lot you can get done without spending a cent. Here are some free tools to help you get started:
1. Email Marketing Platforms Selling insurance involves plenty of push marketing, which means proactively reaching out to potential clients. Platforms like Mailchimp, Drip, and HubSpot allow you to send hundreds or even thousands of promotional emails at once.
These platforms also measure your campaigns’ performance so you can optimize your messaging or target specific groups within your potential client base.
2. Social Media Content Planners Social media is central to personal branding. Whether you’re a large corporation or an individual insurance salesperson, having a strong presence on platforms like Twitter, Facebook, and LinkedIn both attracts new clients and provides a way to interact with existing ones.
If you don’t have a dedicated marketing team, managing your social media on a day-to-day basis can be incredibly time-consuming. Luckily, tools like Later, Buffer, and Crowdfire exist to help you plan your content ahead of time and automate posting. Many of these tools also help you optimize your posts.
3. SEO Tools If you own a website, you’re automatically competing with millions of others over the precious real estate on the first page of Google Search Engine Optimization is paramount to this. At the most fundamental level, this involves using high-volume keywords.
It was possible to succeed in insurance just through personal connections and word of mouth back in the day. Times have changed. Today, it has become essential for insurance businesses to go digital to meet buyers where they are.
However, you can end up paying hundreds of thousands on digital ads and online marketing consultants if you don’t know what you’re doing.
Fortunately, this doesn’t have to be the case. If you’re worried about cost, you’ll be pleased to find out that there’s a lot you can get done without spending a cent. Here are some free tools to help you get started:
4. Email Marketing Platforms Selling insurance involves plenty of push marketing, which means proactively reaching out to potential clients. Platforms like Mailchimp, Drip, and HubSpot allow you to send hundreds or even thousands of promotional emails at once.
These platforms also measure your campaigns’ performance so you can optimize your messaging or target specific groups within your potential client base.
5. Social Media Content Planners Social media is central to personal branding. Whether you’re a large corporation or an individual insurance salesperson, having a strong presence on platforms like Twitter, Facebook, and LinkedIn both attracts new clients and provides a way to interact with existing ones.
If you don’t have a dedicated marketing team, managing your social media on a day-to-day basis can be incredibly time-consuming. Luckily, tools like Later, Buffer, and Crowdfire exist to help you plan your content ahead of time and automate posting. Many of these tools also help you optimize your posts.
6. SEO Tools If you own a website, you’re automatically competing with millions of others over the precious real estate on the first page of Google Search Engine Optimization is paramount to this. At the most fundamental level, this involves using high-volume keywords
7. URL Shorteners If you’re like most people, you probably don’t even know these exist. Tools like Tiny URL and Bitly shorten your URL and make it more memorable to potential clients.
The primary challenge of digital marketing is that people have much shorter attention spans when using the internet. Your website only has a few seconds to stand out, so having a short and catchy URL can make all the difference
8. PDF Editor If you work in insurance, you probably see so many contracts it makes your head hurt. PDFs are the most common digital file format, and without a way to edit them, things can get messy very quickly.
A PDF editor allows you to sign, edit, and organize documents without printing them out and scanning them. Apps like Adobe Acrobat and Microsoft Office exist for this purpose. There are also free online services like Smallpdf and iLovePDF.
9. CRM Software Clients are the heart of your business. Customer Relationship Management (CRM) platforms help you get to know, connect with and perform segmentation on your customers. For example, a CRM software can help you determine which clients are the best targets for ad for a specific insurance plan.
Salesforce is the most popular CRM software out there. Alternatives with free versions include Freshsales and monday.com. For larger companies, it’s usually best to get the premium versions, but as an individual or small team, you can get by without paying a cent.
10. Survey Tools Marketing is all about understanding your customers. If you make business decisions without them in mind, you risk creating a disconnect.
Surveys are a great way to meet your clients where they are and ensure your product offering matches their expectations. They can help you set premiums, determine what your plan will cover, and choose effective sales channels. Tools that can let you design and send out surveys include Google Forms, Survey Monkey, and Qualtrics. Many email marketing tools also include built-in survey creators.
