Video Guide

How to win with conversational insurance marketing

It’s no secret that the traditional insurance marketing funnel is flawed. Fill out the form to watch our full-length video guide on why conversational is the future of insurance marketing and how to get started.

The traditional insurance marketing funnel is flawed

If you’ve ever shopped for insurance online, then you’re probably familiar with this buying journey: It starts with search, display ads, social, or some other traffic source. Then, customers are left to fend for themselves on a webpage in hopes that they’ll fill out a form and convert to a lead. The trouble is, less than 5% of them are converting.

Traffic sources go straight to the website

From search to display ad, social, and email, insurance prospects are left to take the next step.

Form fills are the main CTA

The flaw here is that there’s no opportunity for deep lead qualification, or personalized guidance to the conversion step.

Emails and calls delay the process

It takes about 6 – 8 emails to actually schedule a meeting after a form fill request, and 30-50% of those leads are not even responsive.

Meeting challenges

With no deep lead qualification and easy connections ahead of time, there can be a high meeting no-show rate.

Conversational insurance marketing is taking over

Conversational Marketing has proven to increase conversion rates by 20%+ and speed up the sales cycle by up to 30% by cutting out unnecessary steps, streamlining meeting scheduling, and reducing drop-off rates. Watch the video to learn how to make your marketing conversational.

Leads can skip the website visit

From search to display ad, social, and email leads, insurance providers can direct leads to the website or start an immediate text-based messaging conversation with their team for more information.

Conversation strengths

Skipping the form (and potentially the website) and starting immediate conversations allows providers to connect when a prospects’ interest is piqued. This means you could qualify and schedule meetings instantly!

Meeting strengths

This approach provides the fastest time from lead creation to meeting, and it can increase meeting attendance rates as a result.