Q4 starts today

As an insurance agent, you are probably juggling your responsibilities right now. You must finish the year strong, while also planning for the New Year. You want to set yourself up for a big 2015. This means you need a strong Q4, AND a comprehensive strategy for next year. 

You can learn from your peers. Avoid their mistakes to give yourself the best chance for success. Below are some of the most common errors I see.

Strategy Mistakes Made by Insurance Agents

1. Being reactive instead of proactive. Is this your agency team? Are they consistently contributing to revenue, or is it all over the map? Until you can systematize your marketing tactics, contribution to revenue won’t be steady.
2. Unable to differentiate yourself from your competitor. The first question to ask yourself is – do you understand who your competitors really are? And if so, do you know what their marketing strategy is? Is it the same as yours? If so, you are limiting yourself. You will only be able to differentiate on product or prices.
3. You don’t understand your buyers. If your marketing strategy isn’t aligned with your buyers, they will not have a great experience. 
4. Not aligning your marketing strategy. Your marketing strategy needs to be aligned with both the corporate strategy and the product strategy. This is critical to being able to contribute to the bottom line.
5. Relying on luck. Some insurance agents don’t have a strategy. They rely on pure luck. This is dangerous. Very dangerous.