Other Campaign Options For January
- Fixed Annuity Cross-sell
- Glass Claims/Survey Participation Reminder
- Email me with your change requests.
Leverage Our Quarterly $1000 Cash Giveaways To Increase Your Agency’s Referrals & Re-quote Opportunities
Do you have an automated process to market your agency’s referral offer? An additional 4th Wednesday referral campaign that uses a quarterly luxury vacation/$1000 cash giveaway incentive with airfare for two (funded by me) is now available to send to your active client list via eAgent to increase referral activity. – Add $79. View a sample referral campaign.
Do you have an automated process to stay in front of your prospect list? An additional 3rd Wednesday campaign is now available to go out to your prospect list and uses my new quarterly luxury vacation drawing/$1000 cash giveaway incentive to increase the response of re-quote requests from people you’ve quoted in the past as well as former clients. – Add $39. View a sample re-quote campaign.
Includes bonus template for use with your realtor and mortgage referral partners. View a sample.
The Winner Of The December 28th Drawing For $1000 Was John Dixon, Jr. from John Alsop’s Agency!
The Next Drawing Is March 29th!
NEW Financial Services Sales Funnel Templates Now Available
Inspired by a top-producing financial services professional from Houston, these proven templates work to derive financial services appointment opportunities AND provide your clients with a consistent, high-touch professional experience from your agency while their policies are going through underwriting that will increase referrals and additional product sales. View the collection here.
Investment for the 20 templates installed and automated, including orientation for your team: $499.
Email me to order!
Tips To Make Your Life Easier
TIP! You can now contact eAgent support (click the question mark in the upper right corner) and order an “email refresh” to update the email addresses you have in eAgent. This helps reduce bouncebacks and increases the reach of your messages.
TIP! If you need to delete bouncebacks in Outlook, it is easy. Enter the word “undeliverable” in the search box to isolate bounceback messages. Then, hit “shift” and highlight the first bounce-back message and then use your down-arrow to scroll down to highlight the others. Then hit “delete”. You can remove about 50 at a time this way.
Dedicated to your success,