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Download a PDF of the Slideshow HERE:

4 stages of the marketer in the modern insurance agency 4.20.21.pdf

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TOOL: The ACOR Marketing Game Plan

Gain clarity on the marketer’s focus; what’s working; what’s not; key trends; and moving forward.

5. ACOR Marketing Gameplan.pdf

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The 4 Stages of the Marketer eBook Final.pdf

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Getting the Best Results working with a Marketer

Video, Notes & Tool from Live Executive Round Table

Key Principles of Success Working with a Marketer

The marketer is the fastest growing position in the agency channel. After all, a good marketer is a revenue generator.

But a lot of marketers don’t work out.

Why? My observation is the following:

1. Lack of common expectations.
   1. Are they working on Customer Acquisition or Customer Lifetime Value? Where in ACOR is their focus?
   2. No clear objectives or work products.
2. The principal getting in the way and slowing down progress.
3. Lack of clear understanding of the skill level and capabilities of the marketer.

Steps for Success

• Meet weekly and collaboratively.
• Be clear on where they will focus on ACOR.
• Understand their skill level and breadth of capabilities. (Even the best don’t do everything.)
• Ask the marketer to report on what’s working and what’s not - and any significant trends.
• Be aware of your own shortcomings in understanding marketing.