Discover the power of Market Quest for insurance agents that delivers the perfect combination of contact management and database marketing for the insurance industry. Market Quest is a proven insurance marketing and CRM system that increases your sales from referrals, keeps you organized, and helps you differentiate yourself from your competitors. No other system is as easy to use and has the breadth of marketing strategies to help you make more money.
Market Quest for insurance agents helps you market to home, life, auto, annuity, and boat prospects and customers. Please contact Market Focus if you market other types of insurance products. We are continually developing Market Quest to meet the needs of the insurance industry.
Insurance Marketing Strategies
The main goal of all marketing is to generate leads that turn into sales. But not all leads are the same. As you know, the best leads are referrals from customers and other referral partners, such as loan originators. The close ratio for referrals can be as high as 95%. Market Quest is a referral generation machine that contains many proven drip marketing and other strategies to help you easily increase sales from referrals and close more prospects. Here are just a few:
- Prospect Marketing – Stay in contact with prospects looking to buy insurance via letters or e-mail. You’ll easily stay in front of your prospects while they decide on insurance products. The e-mail and letters sell your capabilities and convince your prospects to choose you as their insurance agent.
- Customer Loyalty Marketing – Stay in contact with current customers to build customer loyalty. Generate referrals from your satisfied customers and you’ll stay top of mind when it’s time to renew or when other product offerings are available.
- Cross Selling – Easily identify current clients who do not have other types of insurance you offer for focused cross selling opportunities.
- Relationship Marketing – Build business relationships with other professionals who can refer customers to you, such as loan officers, other insurance agents, CPA’s, and financial planners. Track birthdays, anniversaries and holidays so you can e-mail high impact, visual e-cards.
- Referral Tracking – The best way to encourage future referrals is to know who is giving you the most referrals and formally thanking them.
- Referral Cobranding – Increase your referrals from loan originators and other referral sources by including their photo and contact information on all letters and e-mail sent to people they refer. When these prospects become clients, stay in contact with them consistently with cobranded e-mail and letters. Your referral partners love it because you are helping them increase their business through referrals. You love it because it encourages future referrals and it’s easy with Market Quest.
Sales and Lead Management
Market Quest marketing strategies fill your pipeline with leads from many different sources. Its sales and lead management tools help you manage and close more sales. You will stay on top of all leads and know where each lead is in the sales process.
- Track where the lead is in the sales process with sales stage and pipeline fields
- Manage your leads and use key indicators for running your business with the visual dashboard
- Import leads from websites or other lead providers
- Forecast sales and commissions
- Log calls, tasks, and appointments for each lead
Time and Event Management
When you’re busy, it’s difficult to keep track of important tasks and events. Every day Market Quest shows you what you need to do and when. It monitors key tasks and events to help you stay on top of the sales process as well as uncover new sales opportunities as they occur.
Market Quest also has a method for creating and managing workflow tasks. You will see when tasks are due and completed so you can create an audit trail. You can even assign tasks to other team members
You are reminded when the following events occur:
- Birthdays
- Anniversaries
- Policy reviews
- Annual review dates
- Custom event dates
- Workflow tasks
Workflow Task Communication
An important way to build customer loyalty and enhance your professionalism is to communicate task status to customers and others. This not only impresses your clients, it reduces phone calls and e-mail requesting status. Market Quest sends e-mail when tasks are completed. You decide which tasks you want to communicate to your clients and others.
E-mail Marketing
As you know, e-mail marketing is a preferred way to communicate with clients, prospects and other business partners because it’s easy and inexpensive. Market Quest has many e-mail marketing features to help you communicate effectively and easily.
All Market Quest e-mail is written in Microsoft® Word, making it very easy to change or create custom e-mail for any purpose. No more clunky non-standard editors or knowledge of HTML required.
Key e-mail features:
- Send e-mail directly through Market Quest without the need for other programs
- Send e-mail through any SMTP service, including gmail, live and yahoo services
- Send any HTML file such as e-cards, digital newsletters, and flyers
- Send any attachment, such as PDFs, spreadsheets, or scanned images
- Send broadcast e-mail to your entire database or specific groups of people
- E-mail is sent individually–no distribution lists
- Create personalized e-mail headers and footers
- Personalize the e-mail subject with the person’s first name and your phone number
Insurance Marketing Content
As a busy agent, you probably don’t have time or the desire to write marketing letters and e-mail. Market Quest has many letters and e-mail you can send to your clients, affinity sources, sphere of influence, and others. These letters and e-mail are informative and designed to build business relationships and generate referrals.
All letters and e-mail are written in Microsoft® Word so they are easy to change and it’s easy to create marketing material for any purpose. Since not all customers have e-mail addresses, the marketing letters are available in both print and e-mail formats. The letters and e-mail are also grouped into multi-letter drip marketing campaigns to make them easy to use. All you have to do is add people to the marketing campaign and start communicating with your clients and others to increase sales.
Market Quest also has high quality and graphical e-cards you can e-mail to your clients and professional partners. These e-cards are personalized with your contact information, company logo and photo. It’s quick, easy and inexpensive to send e-cards.
Read More About Insurance Marketing Content
Integrated Products
Market Quest is integrated with the best programs you already use daily, such as Microsoft® Word and Outlook. This makes Market Quest easy to use because you don’t have to learn non-standard programs to perform basic tasks, such as creating and editing letters or e-mail. Market Quest’s advanced technology communicates directly with Word to perform mail merges and other processing to send e-mail or print letters. Market Quest also communicates directly with Outlook to update the contacts, task and appointment information.
Market Quest is integrated with:
- Microsoft® Word
- Microsoft® Outlook
- Microsoft® Excel
Many agents have data in various places, such as Outlook and Excel spreadsheets. Market Quest’s intelligent importing features bring information from these different sources into one centralized database. Special features help eliminate duplicates.
Key importing features:
- Import all e-mail sent and received in Outlook
- Import leads from custom websites
- Automatic lead distribution with multi-agent systems