Access to resources for your insurance agency support

I’m here to do whatever methods you want to utilize for your agency outreach – like a part-time Virtual Admin Assistant or Marketing Assistant. 

Are you bogged down by service work and don’t have time for marketing tasks? I only do marketing work and I can fill in gaps in your marketing strategy.

Facebook cover photo for the 100+ year agency

There are many options and you know what works best.

How many unsold quotes are in your database?

Do you need support having mailers sent to your past clients?

Or could I reach out to anyone you did quotes for that are still in a proposal stage that haven’t been sold?

Do you have ideas for better customer retention from the start of your relationship?

  • Some carriers suggest sending a Welcome Kit. I’ve helped with those.
  • Do you offer a newsletter to stay connected throughout the year between renewal reminders to your clients?
  • How are you reaching out to your prospects so they know to call or email you the next time they need to shop for their coverage?
  • I’m here to help with those needs or any others you might consider.

Why am I interested i helping your agency?

  • I did marketing work in a 104-year-old 7-state independent insurance agency for 8 years.
  • I was never a licensed agent, I worked behind the scenes to support them.
  • Before insurance work, I did newspaper work for 12 years doing writing, editing, page design, photos and event coverage in several weekly news products. 
  • I even worked at 5 states for news experiences — Idaho, Louisiana, Illinois, Missouri and Kansas.
  • You can find my LinkedIn page here with all of the details from my personal career.
  • Or find out more about my history.
More about Stephanie

A passion for supporting your growth

Maybe you haven’t considered mailers to ask for referrals or remind about cross-sell promotions; or phone calls to contact prospects; or newsletters to increase your retention.

Or maybe you just don’t have anyone in the office to do those – between quotes, claims, rewrites, and other insurance tasks. 

Database cleanup & list management

How are your records from past marketing campaigns? Do you still have any outdated prospecting lists cluttering your files? I can work with you to clean those up.

Social media posts

Do you not know what to post? How
about historical posts from memorable claims?

Or staff or Agent bio pieces?

Or safety tips to prevent claims (catch-22, right?)

Follow up on past leads

Do you have Xdated quotes from 9 months ago that didn’t sell — or maybe a few years ago.

So with a quick review, you could add those potential sales this year as competitors’ rates keep rising.

Client appreciation & Community Event coordination

Have you considered doing an event to raise awareness for your agency? I can provide some guidance and coordinate publicity plus also do the event planning tasks.

Phone call follow up contacts

Do you have a long list of phone calls that need to be made – and just no time to make them? Or maybe you have other template letters for renewal reviews or cross-sell opportunities that are just lost among renewal quotes during this hard market?

Online support

Around 63% of buyers start their insurance research online. If you’re not visible, you’re forgettable, especially as younger generations are moving away from their parental coverage.

Insurance portfolio examples

Agency President at 100 year anniversary celebration
Historic reminders
Updates for community food drive
Community event reminder
Simple design
Simple design

Doing 8 years of marketing and sales assistant work for a 100+ year agency in Idaho, I helped with:

  • Contacted prospects for Agents to sell $1.8 million in insurance premium through calls and letters for insurance quote appointments
  • Updated lead lists for sales campaigns
  • Managed online social media accounts (Facebook, Instagram, LinkedIn, X)
  • Helped remind Agency President about chamber publicity article for inclusion in monthly newsletter
  • Coordinated 3 annual community events for clients and did all marketing and media relations for each one
  • Designed mailed and electronic newsletters
  • Provided articles for seasonal coverage reviews and relevant safety reminders
  • Added health insurance and life insurance policies and policy change updates into agency database
  • Provided sales reports for quarterly meetings
  • Printed and mailed age 65 letters (Postcards 6 and 9 months ahead of turning 65, plus a letter 3 months ahead, 1 month before and 1 month after their 65th birthday)

Newsletter outlines in Constant Contact

I did do newsletters for the insurance office, so here are some links to some of those examples:

X (aka Twitter)

Other stories

Here are a few stories that were most memorable in recent experiences:

So, how much is this going to cost me?

My services are $30/hour.

Remember that non-sales contacts with your clients are an investment toward their retention, not a cost to you.

  • I do monthly invoices in 1/8 hour increments, paid via Venmo, Paypal, through Melio, or by check.
  • I don’t require a retainer
    • I might be too trusting — but so far, it’s MOSTLY worked out for me since 2024.
  • No minimum hours per month
    • So if you have a slower season, you don’t have to find tasks for me to do.

So, are you ready to begin?

Contact Stephanie

Or do you need to learn more first?