CallFire, a Cloud Telephony Pioneer and SMS Gateway, Releases an Insurance Industry Marketing Best Practice Guide

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Learn How to use Autodialers, SMS Text Messaging and IVR Auto Attendants to Market Your Insurance Agency

Managing leads and increasing market share is on every insurance agent’s mind. SMS Gateway and cloud telephony pioneer, CallFire, has combed through the user experiences of the company’s large contingent of insurance agents to devise an insurance marketing and lead management best practice guide to grow insurance agencies. Here's an excerpt of the from the guide:

This guide focuses on three aspects of insurance marketing for insurance agents: cold calling, lead management, and day-to-day management tasks. These marketing strategies can be narrowed down to 5 essential tips:

1. Put your message in front of as many people as possible.

Use an auto dialer to prospect DNC-scrubbed lists of prospects. With the Cloud Call Center predictive dialer you can have one or hundreds of telemarketers ready to speak with a prospect. You can use voice broadcasting to communicate important, non-solicitation, focused messages and announcements to current customers and opt-in prospects. “Press-1” campaigns also help to accomplish item number two on our marketing list.

2. Build lists of prospects that are interested in you, your product, and/or your expertise.

Direct a press-1 campaign to a live person or to a CallFire IVR ( auto attendant, automated survey, or hotline) that can be used to gather or give important information. Every time someone responds positively to your telemarketer, or presses 1 on your voice broadcast campaign, that is one more person that you just added to your opt-in lists of potential customers.

3. Reach out to the lists regularly with timely, effective, problem-solving information.

CallFire subset campaigns give you the ability to easily schedule follow-up campaigns from calls that were not answered, requested a callback, needed bi-lingual help, etc.

4. Reach out to as many people as possible on the days that are important to them.

Create weekly phone books in CallFire and each week run a birthday audit from our database and add the local phone numbers into the correct phone book. Then quickly send out a voice broadcast birthday message. You can do the same thing for recurring events like upcoming policy reviews, graduations, wedding anniversaries, etc.

5. Use affordable automation to help you stay consistent with your keep-in-touch campaigns.

The more a person hears your consistent message, the more credible you become. By using a low-cost solution like an auto dialer program, you are able to keep a consistent keep-in-touch program operating. You will not benefit long-term from a flash-in-the-pan marketing campaign. Here are my two rules of thumb when it comes to keep-in-touch programs:

° Don’t send out information that has no real value to the prospect.

° The first time they hear you or your message is an introduction; the second time they can say they know of you; the third time they start to become familiar with you, but it takes four or more times for the prospect to feel like they are developing a relationship with you.

There are many components of a successful insurance marketing and lead management strategy. When done well you can use the power of auto dialers, SMS marketing, and virtual receptionist solutions to reach more leads, increase customer loyalty, and increase a book of business. These tips are a great place to get started.

To learn more on how your agency can benefit from these telephony solutions, please feel free to speak to one of our solution engineers by calling 877-897-FIRE or emailing us at support(at)callfire(dot)com

About CallFire: CallFire is a Text and Voice platform that helps businesses reach customers, drive revenue and increase sales. We make telephone messaging simple. CallFire products include Business Text Messaging, Voice Broadcast, Toll Free Numbers, Local Phone Numbers, Call Tracking, Virtual Receptionist, Power Dialing for agents and more. Call analytics enable our 50,000 users to reach customers more often using text marketing, virtual numbers, autodialers and mobile messaging. To learn more about how to Grow your Business, visit

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Jake Weiss
Skyy Consulting Inc.
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