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.

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.
Do you offer a newsletter to stay connected throughout the year with your clients?
I’m here to help with those needs.

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 Do you still have any outdated prospecting lists cluttering your files?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.

So, how much is this going to cost?

My services are $30/hour

I don’t require a retainer
No minimum hours per month