Insurance Marketing

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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 Realtors. The close ratio for referrals can be as high as 95%. Market Quest for Insurance contains many proven automated marketing strategies to help you easily increase sales with the least amount of effort.


prospect_marketing Prospect Marketing

Stay in contact with prospects looking to buy insurance with informative and effective email. You’ll easily stay in front of your prospects while they decide on insurance products. The email sell your capabilities and convince your prospects to choose you as their insurance agent. This positions you as a “Trusted Advisor” and convinces your prospects to select you as their agent. This strategy not only impresses your prospects with consistent follow-up, it also helps you gain more clients. Prospect marketing campaigns are automated so you can continually stay in contact with all leads easily.

database_marketing 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.


relationship_marketing 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. Market Quest automatically sends a weekly newsletter, birthday and holiday ecards to your referral partners to build loyalty and generate referrals.

relationship_cobranding Partner Cobranding

Increase referrals from loan originators and other professionals by including their photo and contact information on all letters and email sent to people they refer. When prospects become clients, stay in contact with them consistently with cobranded email and letters. Your referral partners love it because you are helping them stay in contact with prospects and referrals. You love it because it encourages future referrals and it’s easy with Market Quest.


referral_tracking Referral Tracking

The best way to encourage future referrals is to know who is giving you the most referrals and formally thanking them.

marketing_content Insurance Marketing Content

  • Marketing Drip campaigns
  • Financial Industry News
  • Digital Newsletters
  • Print Newsletters
  • Print Letters
  • Postcards
  • Post to Social Media


Integration Integration

Many insurance agents have data in various places, such as loan origination systems, email systems, Outlook and Excel spreadsheets. Market Quest’s intelligent importing features bring information from these different sources into one centralized database. Market Quest also has a special tool to eliminate duplicates.

Market Focus imports all your data for you, including:

  • Leads from mortgage websites and landing pages
  • Insurance lead providers
  • Excel and CSV files