Agent for the Future™
Growth through Marketing

Our Agent for the Future™ survey highlights that as agents push for more growth, they want to do more marketing, and less maintenance. At the top of agents’ “must-do” lists are marketing investments and campaigns.

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independent agents plan to invest more in marketing by 2020

38%

38% of independent agents surveyed said they are planning to increase their marketing investment, but...

16%

only 16% said they planned on hiring a dedicated marketing specialist

what a marketer can do for your agency

drive qualified leads to your sales team
increase the awareness of your agency’s brand, products, services and people
drive revenue and project revenue accurately
deepen client relationships
enable cross-sell opportunities
help fill the talent pipeline
increase client referrals

IAs need to be able to track where new business and referrals are coming from and data is a big part of that. however, IAs have different ideas about the impact additional data would make...

27%

help the agency grow
69%

improve referral marketing
65%

improve social media effectiveness
54%

help anticipate client’s life event changes
53%

enable agents to have deeper risk conversations
65%

assist with cross-sell opportunities

what you need to do now

implement a client referral program
send welcome kits to new clients
communicate with clients on a monthly basis
ensure you have an updated, modern website that includes a blog
develop repeatable referral sources by building relationships with mortgage brokers, real estate agents and others
track key agency metrics to help drive smart marketing decisions
encourage happy clients to post online reviews
develop an agency brand that includes supporting community causes
build out your agency’s social presence

not sure how you are going to find time to do all this? maybe it is time to...

hire a marketer

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10 Ways to Improve Your Agency’s Marketing Right Now 1

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Learn more tips for improving your agency's marketing efforts

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Agent for the Future™ Growth through Marketing

independent agents plan to invest more in marketing by 2020

38% of independent agents surveyed said they are planning to increase their marketing investment, but...

only 16% said they planned on hiring a dedicated marketing specialist

what a marketer can do for your agency

drive qualified leads to your sales team

increase the awareness of your agency’s brand, products, services and people

drive revenue and project revenue accurately

deepen client relationships

enable cross-sell opportunities

help fill the talent pipeline

increase client referrals

IAs need to be able to track where new business and referrals are coming from and data is a big part of that. however, IAs have different ideas about the impact additional data would make...

help the agency grow

improve referral marketing

improve social media effectiveness

help anticipate client’s life event changes

enable agents to have deeper risk conversations

assist with cross-sell opportunities

what you need to do now

implement a client referral program

send welcome kits to new clients

communicate with clients on a monthly basis

ensure you have an updated, modern website that includes a blog

develop repeatable referral sources by building relationships with mortgage brokers, real estate agents and others

track key agency metrics to help drive smart marketing decisions

encourage happy clients to post online reviews

develop an agency brand that includes supporting community causes

build out your agency’s social presence

not sure how you are going to find time to do all this? maybe it is time to...

hire a marketer

expert insight Learn more tips for improving your agency's marketing efforts

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Agent for the Future™
Growth through Marketing

expert insight
Learn more tips for improving your agency's marketing efforts

Sign Up
Grow with Agent for the Future™