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Wednesday, December 28, 2011

Your 2011 Nurturing Sequences END on December 31st!


If you are an Agency Revolution user or a Fire Fly user this is for you! With the end of 2011 comes the end of all of the nurturing messages in the back end of your AR or FF. 

OH NO! 

WHAT CAN BE DONE!? 

Well lucky for you the staff at Agency Revolution Inc did one last thing before they took a week break at the end of the year. They created NEW nurturing messages for 2012. Now this means nothing if you do not transfer your current customers from the 2011 nurturing messages to the new and improved nurturing messages for 2012.

Agency Revolution 
Sign in to the back end of your engine. 

Go to the underused “Autopilot” tab and scroll down to “Date Sequences”. 

Now you will need to open the old 2011 nurturing message, by clicking on the little pencil on the far left of the sequence. 

Scroll to the bottom of the messages.

Now click add rule (the yellow button at the top of the sequence management tool).  

Schedule the step for the December 31, 2011. 

What are the conditions for the response?
Is subscribed to Sequence:Commercial Lines Nurturing Messages

What should happen?
Assign contact to Sequence: #2012 Commercial Lines Nurturing Messages – V2

SAVE the sequence and Tada you have transferred your commercial lines to the new 2012 messages.

Now do the same for the rest of the nurturing messages. 

Firefly
Sign in to the back end of your engine. 

Go to your “Contacts” Tab.

Select Personal Lines or Commercial Lines Contacts that are “Active” or who currently have a policy with you. If you do not know how to do this check out this helpful video curtsey of Lucas Jans.(If you don't have time to view the whole video skip to the 12:50 mark).

Scroll to the bottom of the screen.

Click   “+ More Actions”

In the drop down select “All in group”

Select “Subscribe/Unsubscribe Sequence”

Find “#2012 Personal Lines Nurturing Messages – V2”

Select and Confirm.

Now do the same for the rest of the nurturing messages. 


Well now that’s done you are ready to pop the cork and bring in the New Year!

Do you do anything special for New Years? Do you celebrate with friends or climb a mountain to see the sun rise on the New Year?

Monday, December 12, 2011

AIMS Alternative Insurance Marketing Solutions: Spreading Just Enough Christmas Joy

AIMS Alternative Insurance Marketing Solutions: Spreading Just Enough Christmas Joy: I was sitting in front of the TV the other night writing Christmas cards to friends and family and watching a movie. Now at one point I n...

Spreading Just Enough Christmas Joy


I was sitting in front of the TV the other night writing Christmas cards to friends and family and watching a movie. Now at one point I noticed I could finish a personalized letter and address one card for each commercial break. So after I had finished with the cards I started counting the number of commercials in-between each showing of the movie. I counted 10-15 commercials! To me that seems like a lot. 

My first thought was marketers are bumping up their advertising for the Holiday Season. My next thought was I need to get TiVo. We are constantly bombarded with advertisements all day and right now it is even worse. So how do you make your message stand out from the rest of the Holiday marketing madness? Try personalizing a simple message.  

Instead of pumping out massive amounts of advertising wouldn’t it be better to give something a little more personal. A postcard with a PURL (personal URL) and your office staff picture on it with a simple message would be such a nice gift compared to an email or TV commercial. I guess what I am saying is market to your customers the way you would want to be marketed to. Sometimes getting something in the mail is better than email. Sometimes getting a fun video is better than a packet about conserving energy this winter. Not that you should not send that letter too, everyone wants to save money on utilities in the winter. But after you send that letter also take some time to send just one nurturing message with no sales pitch included. Just happy holidays from the staff of your business name

You never know the next time you send a letter or a postcard your customers or prospects might be more likely to open it because of the wonderful surprise they received in the mail over the holidays. A little extra time can go a long way to build good will for your business.  
  
P.S. If you send me a Holiday Greeting I will send you one back.

Monday, November 21, 2011

Nurturing Messages


Nurturing your customers is easy and rewarding. Nurturing messages are intended to build relationships with your customers. Sending personal nurturing messages to your customers can do a few things like:
  1. Keep your company fresh in the customers minds.
  2. Create loyalty, keeping customers longer.
  3. Remind customers that your company is local and looking out for them.
  4. Get more customer referrals.
  5. Create good word of mouth.

How do you create Nurturing Messages? Well an email is an easy way to go. If you want to do something more than just text try a short Video it is fast and easy. The video also creates a great human touch and reminds the customer that your company is more than a logo but a business built of people just like themselves. You can send the video email from just the company director or create a message from your whole staff. Keep the video less than one minute and keep it short and to the point. Add interesting information as well as the nurturing message to give your audience something to think about and share with friends and family. Post the message on your social networks as well. 

Try these ideas to help create a nurturing video message.
  1. Viddler
  2. Youtube
  3. Windows Live Movie Maker
  4. Apple iMovie
Now it is your turn! Check out some of the links below to get inspiration and then make a nurturing message yourself. Post your videos in the comment section or send me a link on Facebook

Good luck and enjoy the holidays!