Social Process
The frequency at which posts are boosted as ads.
Monthly. We reach the general public in a 20-mile radius around the client's office address.
This is one of the primary benefits of Lift Local's Social Engagement Product.
- Look Good Online
- Sales Validation
- Brand Awareness
This is the frequency at which Customer Engagement emails are sent.
Monthly. However, the client's customer list is divided into 30 days of sending. So 1/30 of the list will receive an email each day, spread out throughout the month.
Like all Lift Local products, Customer Engagement is designed to create these for agents.
Productive Conversations
This metric averages around 3,000 per month from our Facebook Boosts.
Reach - People who see the post.
This is the very first step in fulfillment for Social Engagement.
Facebook Page Optimization (Also acceptable: page access)
This aspect of Lift Local's Social Engagement Product is one of the best ways for insurance agents to improve brand awareness online.
Boosted Posts; They reach thousands of members of the local community with the agent's brand name and message every month.
I was going to post a joke organically to my Facebook business page, but you probably wouldn't get it.
This is the link for email buttons in the Customer Engagement campaign.
Custom Landing Page. This page is designed to match the intent of the emails we send and encourage customers to reach out to their agent for various reasons.
This problem costs insurance agents an estimated aggregate of $470 Billion per year.
Churn
Most recent contact request from Customer Engagement: "I recently got married and would like to see about _______ my home and auto insurance with Farmers."
Bundling
Melody Ghiloni
This many emails are sent to current customers in an attempt to gain followers.
67% of Facebook users report visiting this kind of page on a weekly basis.
Local Business
The reason cross-selling can not be purchased as a stand-alone.
Cross-Selling is a $99 one-time add on. It includes a 3-email blast to customers the agent knows don't have a certain policy type.
1. List Complications (The client sends us a list of people without home insurance. What happens 1 year from now when a bunch of those people DO have home insurance?)
2. Customer Relationships (it could damage the relationship to be overly aggressive)
3. Longevity (can we really send cross-sell emails frequently enough to make it worth a monthly fee?)
FREE POINTS
Nice
Social engagement will be most effective if the agent is committed to engaging with these, which we average 57 and 33 each month respectively.
Like and Comments
This process allows us to create a custom post for each client on social engagement.
Trick question. We don't create custom posts for each client. We create a post for each category, and each client within that category gets the same post.
2 of the 3 types of posts we create for our clients.
- Engagement
- Promotional
- Educational
This happens to cross-sell campaign customers once the cross-sell campaign is complete.
They are added to the customer engagement campaign.
One of the primary benefits of Customer Engagement
1. Retention
2. Occasional Cross-Sell Opportunities
3. Service Opportunities
On Customer Engagement, about 1 out of 150 contacts will do this.
Submit a form - Request contact from the agent
This is who pays the ad fee for boosted posts.
Lift Local (we bake the cost into the client's monthly fee)
This is why we don't feature LinkedIn posting in our social engagement product.
- Brand Awareness (the general masses are not on LinkedIn)
- Audience (Most agents focus on P&C, not exclusively commercial insurance)
- Cost
- Operational Efficiency
The number of total emails in a customer engagement campaign.
Unlimited. We create one for every month.
2 of the many reasons a customer might contact their agent.
- Review Coverage
- Update Policies
- Add a Policy
- Bundling
- Check for Discounts
- Report a Life Change
- Request New Insurance Cards
- Update Billing Info
- Give a Referral
- Get a Consultation
Gabriella Reyna has our highest click rate at 1.74%, a metric that is derived by dividing the number of clicks by the number of these.
Emails Sent (42 clicks/2,410 sends)