Start with goals
Decide what you want to grow: new households, commercial accounts, cross-sales, or retention. AI can help you turn goals into measurable targets.
Plan around the calendar
Insurance needs follow seasons and life events. AI can help you build a calendar including storm season, back-to-school, open enrollment periods, and year-end reviews.
Choose your channels
- Email newsletters
- Social media
- Website content
- Referral programs
- Community events
AI can help you choose channels based on your audience and resources.
Content themes
AI can help create monthly themes and content ideas tied to your calendar.
Budget
AI can help organize your marketing budget and track spending.
Compliance
Review all materials for accuracy and carrier requirements.
Assign responsibilities
Decide who handles each task.
Review quarterly
Adjust the plan based on results.
Prepare content in advance
Once the plan is set, use AI to draft newsletters, social posts, and campaign emails a month ahead. Having content ready before each season means marketing keeps happening even during busy renewal periods, when it usually gets pushed aside.
Include retention marketing
Marketing isn't only about new clients. Plan regular touches for existing clients, such as review reminders, birthday notes, and educational content. AI can help you write these so retention becomes part of your marketing plan rather than an afterthought. Keeping a client is usually far less expensive than finding a new one.
Want This Set Up For You?
AI Business Growth configures ChatGPT, Claude, and simple automations for service businesses, then trains your team to use them. Start with a free evaluation, or see how we approach AI for insurance agencies.
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