Last year I wrote a blog about our growing insurance agency eMarketing checklist, which at that time has 95 separate tasks to ensure a successful insurance agency eMarketing and webinar marketing campaign. Insurance Agency eMarketing is an important aspect of a successful Insurance Agency Marketing plan. Today, that list has grown to 101, a catchy albeit non transcendental number of steps. The blog was very popular and the updated version is listed below.
As a best practice, it’s a good idea for insurance agencies to create checklists for complex marketing tasks. This is hardly an innovative idea, as we see checklists used for everything from packing for a trip to cooking a favorite recipe to more complex tasks like the preflight checklists for pilots. Seven years ago, we created our first checklist to help ensure the creation of a successful insurance agency webinar, and the eMarketing campaign associated with these webinars. Our initial insurance eMarketing checklist was very helpful and quite thorough, with almost four dozen tasks to be checked off to ensure a successful campaign.
Today, eight years later, that same insurance agency eMarketing checklist has doubled in size. Some of these checkboxes are very simple, bordering on the ultra simple and mundane (spell check for example); others are more complex and take some time and consideration to proceed (Bayesian Poisoning). For example, here are just a few of our checkbox items (not in any particular order) which we must ensure are “checked off” to ensure our insurance agency eMarketing campaign and webinar will be properly executed:
As a best practice, it’s a good idea for insurance agencies to create checklists for complex marketing tasks. This is hardly an innovative idea, as we see checklists used for everything from packing for a trip to cooking a favorite recipe to more complex tasks like the preflight checklists for pilots. Seven years ago, we created our first checklist to help ensure the creation of a successful insurance agency webinar, and the eMarketing campaign associated with these webinars. Our initial insurance eMarketing checklist was very helpful and quite thorough, with almost four dozen tasks to be checked off to ensure a successful campaign.
Today, eight years later, that same insurance agency eMarketing checklist has doubled in size. Some of these checkboxes are very simple, bordering on the ultra simple and mundane (spell check for example); others are more complex and take some time and consideration to proceed (Bayesian Poisoning). For example, here are just a few of our checkbox items (not in any particular order) which we must ensure are “checked off” to ensure our insurance agency eMarketing campaign and webinar will be properly executed:
- Create or use alternate domain name
- Check all links in the test email
- Spell check, then spell-check again in Word
- Add speaker photo and bio to insurance agency webinar landing page
- Create automated welcome message for the specific insurance webinar
- Avoid rush words (within or outside of contextual syntax)
- Watch out for Bayesian Poisoning, phrases which will inadvertently set off spam filters
- Create two different email subject lines for the a split test eMarketing campaign
- Schedule split test, send test emails for both split test samples
- Select final email based upon split test open and click through statistics
