As an insurance agent, you want to make sure you’re spending your marketing dollars wisely. Not only do you want to pick the best tools for your agency, but you also want to take advantage of the various marketing and tech benefits available to you from carriers, groups, networks, associations and even your management system provider.

Here are a few things you can do to maximize your marketing technology investment.

Check with your carrier

Many carriers have marketing benefits and reimbursement programs that help you pay for the tools you need to run your business. The names of these programs vary: marketing co-op dollars, digital vendor credits, marketing benefits or rewards, etc. Some pay a flat annual amount toward approved tools, others will reimburse a percentage of your expenses.

We work with many agencies whose carriers reimburse up to 50% of ClientCircle plans.

Look for existing partnerships

Some networks, groups and management systems offer their users and members access to marketing tools at no cost or at a discount; others have special sign-up offers. And they can make a recommendation for the best tool for you depending on what you’re trying to accomplish.

ClientCircle is a recommended vendor for several networks, groups and management systems. Check with your contact for these groups or with your territory manager to learn more as unique benefits vary.

Review your industry memberships

You’re likely a member of one or more industry and professional associations. Many of them offer a discount or a sign-up bonus for marketing technology tools for their members. Reach out to them to see what’s available to you.

New to ClientCircle? Mention your affiliations to our business development team during your demo and we’ll let you know what offers may be available to you.