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Want to find out what your customers really think? The simplest way is to ask. Customer surveys can be a powerful tool for taking the pulse of your customer base, adjusting your marketing and service, and strengthening your business.

But “simple” doesn’t always translate to “easy.” There’s a right and wrong way to do customer surveys. Here are a few tips to make sure you get …

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Person receiving email

The stats are in—email is influential, especially for B2B markets.

According to ImaginePub.com, they’re the third most influential source of info for professionals, behind only colleague and thought-leader recommendations. Especially if you sell commercial insurance, that’s important to know when planning your campaigns. Read more here.

But before you can influence your prospects, you need to make sure they’re seeing your emails to begin with.

“Email …

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Marketing automation

If you’re marketing your business in any serious capacity, a marketing automation platform is a must-have.

A marketing automation platform is software that handles, automates, and tracks the results of multi-channel marketing campaigns. It streamlines processes and workflows for campaigns across multiple online channels, including email, social media, and websites. Platforms such as ActOn, Marketo, and Hubspot can make your marketing efforts far more effective and …

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Content Marketing

“Content marketing” involves the creation of informative material online—this could take the form of blog posts and articles, webinars, podcasts, and social media posts. It can be highly effective in industries where experts live and die by their specialized expertise—such as the wholesale insurance business.

Content marketing attracts SEO traffic to your website, generates leads, and builds your credibility as an insurance expert. Here are a …

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Three Ways to Improve Communication With Your Agents and Brokers

When it comes to differentiating yourself from other wholesale insurance brokers, communication is key. It pays to be accessible to the agents and brokers you work with, over a variety of mediums. But when you’re busy with other aspects of your job, sometimes the finer points of customer service can get lost. Here are a few tips for better communication over phone, email, and social …

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