The way insurance is marketed and sold today has forever changed, yet few insurance agents understand how the process works. To help you on the new online opportunity, we put together this walk through to give you an inside look at the online marketing and sales process. More at https://www.whyaim.com/funnel/

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THE ONLINE INSURANCE SALES AND
MARKETING FUNNEL
See the complete infographic at
www.whyaim.com/funnel

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INSURANCE SALES IS MOVING ONLINE,
AND IT’S HAPPENING A LOT FASTER THAN
YOU MIGHT THINK

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SO HOW DO YOU CAPTURE YOUR PIECE
OF THESE ONLINE SALES?
To succeed online, you need to first
understand how marketing and sales work in
this new world.
We call this “The Online Insurance
Marketing and Sales Funnel”. Let’s walk
through it…

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YOUR FIRST CHALLENGE IS TO GET
VISITORS TO YOUR SITE.
There are Five Ways:

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Most agents think about getting traffic from search engines.
That’s the hardest way – remember that there are only 10
spots on the first page of Google for a given phrase.
There’s a good chance your competition for these spots
(carriers, brokers, and lead gen companies) have deeper
pockets and more resources than you.

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So instead, we recommend focusing on two other
strategies. You’ll see faster results with less work.
1. Social networks – Engage your existing network to help
spread the word and drive people to your site
2. Website referrals – Get links back to your site that
visitors click on

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ONCE YOU GET A VISITOR TO YOUR SITE, YOU
HAVE TO GET THEIR EMAIL ADDRESS.
THIS IS WHAT MAKES THEM A LEAD.
Again, there are five ways.

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To get a visitor to give you their email address,
you have to give them a good reason. Loading
your website with great content, downloads, and
clear calls to action is key.

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NOW THAT YOU HAVE YOUR VISITOR’S EMAIL
ADDRESS, YOUR NEXT TASK IS TO GET THEM
INTERESTED IN YOUR INSURANCE PRODUCTS.

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Email marketing is a great way to keep a
lead engaged and turn them into a prospect.

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ONCE A LEAD SHOWS
INTERESTED IN A
PRODUCT YOU SELL,
YOU CAN FINALLY CALL
THEM A “PROSPECT”.

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At this point, you
transition from
“marketing” to “sales”
tactics.
These should feel much
more familiar, though they
can still happen online.

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When a prospect takes a
meeting, your goal hasn’t
changed: uncover a need
they have that one of your
products fills and get them to
submit an application.
YOU STILL HAVE TO
MAKE THE SALE!

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YOU HAVE A SPECIAL TOOL ONLINE CALLED
“REMARKETING”
Remarketing allows you to show your
website visitors banner ads on other
websites that drive them back to your
site.
You can even show them ads specific
to pages on your site they visited.
The more people you can get to your
site, the more people you can
remarket to.

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PUTTING IT ALL TOGETHER…
Insurance has moved online. To
succeed in this market, you
must become a master of the
online funnel.
There’s no need to go alone –
AIM is here to help you.

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WANT THE FAST TRACK TO ONLINE SUCCESS?
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