2020 was an interesting year in terms of business in the insurance industry. Everyone has been impacted by COVID-19 in one way or another. Working remotely and meeting people virtually have been some of the biggest changes as to how we go about doing business. Zoom and Google Meet sessions are commonplace now. Seniors are more adept at using technology than ever before. With a vaccine now available, the question we all want to know is "Will 2021 return to the way we did things BC (Before Corona)?" Doubtful. Now that we've incorporated more technology into our daily lives, it's only natural that we will continue to rely on these tools - especially given the fact that we're not out of the woods in terms of this pandemic.
Seniors use Facebook, order groceries and prescriptions online, FaceTime with family and use tele-health features to meet with their physicians.
Although many agents did meet with clients face-to-face this past year, it's in everyone's best interest to avoid doing so if at all possible. Some older clients may not have access to technology, making traditional meetings the only way to review coverage and issue new business. If you find you have older clients in this situation, it's sometimes advantageous to find out if they have children or friends who can assist them with a virtual meeting. Seniors continue to be a high risk group for COVID-19 and minimizing their exposure is essential even with a vaccine now available.
Among the marketing tools we recommend using, we still have some old fashioned methods that can target those who prefer getting advertisements the old fashioned way. Prospecting with mailers or door hangers is still a viable way to let potential clients know about your services. Utilizing our T65 Prospecting tool can help with this form of marketing. And of course we offer all of our appointed agents free prospects, so the tried and true method of cold calling, albeit tiresome, can still be fruitful.
Implementing as many marketing tools as possible is the best way to grow your book of business. It doesn't have to be a daunting task either. We can provide you with marketing materials, advice and support in your efforts.
We've added several new technology tools this past year, and we hope you've taken advantage of them. Our biggest tool, was the launch of our new MedicareCENTER. It boasts one universal login to access an array of Medicare tools accessible on any device (MedicareAPP, MedicareLINK and Medicare Supplement quoting via CSG Actuarial). This tool also includes a Learning Center, as well as a built-in CRM (Customer Relationship Management) to manage your clients.
We also brought our new T65 Prospecting tool to the table which allows you to prospect for Medicare-eligibles in any geographic area you're licensed to sell in. It's a quick registration form and you get immediate access to prospects' names, addresses and dates of birth. This tool also includes a quoting feature.
Lastly, we encouraged and worked with our agents to use Zoom to hold virtual client meetings and webinars. This free tool has made the need for face-to-face meetings obsolete. We held countless meetings with our agents via Zoom this past year. If you haven't used it, it's a quick download and it's very user-friendly.
As each new year approaches, we look for new ideas, strategies and ways to grow. Below is a list of marketing concepts you can implement in the coming year to grow your business and make 2021 more profitable than ever.
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Carolyn Portanova is the Director of Marketing at The Brokerage Resource and has been with the firm since 2012.