A marketing drawer built for independent agency owners
Behind this site sits a marketing outfit that writes for a single reader: the owner of an independent insurance agency, a brokerage or an office with many desks. Our subject is how that office turns up online, and nothing beyond it.
The pages here are filed in a drawer of index cards, and so is the work they describe.
What this site is
One drawer, a tab for each kind of work
Everything we do goes under a tab: pages for lines of business and towns, the Maps label on the front, ads slipped in at the front for a while, the website that houses the lot. The owner can open the drawer and find any of it by its tab.
Our cards wait for whoever types insurance agent
or insurance agent near me
hoping to find an office to talk to. The statements on a card about the office's own business come from the owner, and we leave them alone.
Four habits of the way we work
- Reading first
The owner reads before filing
Pages, ads and review replies rest in a tray till the owner has gone through them, and any compliance reviewer the agency keeps sees them as well.
- Owner's words
Lines come from your list
A line of business is named on a card only if the owner put it on the list, and the wording of that card is the owner's.
- Counted monthly
The drawer is tallied
Calls and sent forms are counted page by page, so the owner sees which cards were opened and which were left alone.
- Kept clean
Names and figures stay off the cards
Forms, ads and review replies carry no customer names and no financial detail, so there is none for us to hold.
Who the drawer is for
A one-person office needs a few cards done well. An agency with several desks wants a card for each line of business those desks handle. An agency with more than one office wants a card per town and a Maps label for each address. The drawer stretches to any of these, and the owner decides how deep it goes.
Our side is marketing, start to finish. Your customers never deal with us, and your desk keeps the conversation once the phone rings.
What goes into the owner's first tray
- The lines of business the agency wants to appear for, written the way the owner words them
- The towns and counties the office wants on its map
- Name, street and telephone line for each office, exactly as they ought to print on every card
- The agency's ad accounts, if any exist, or a note that new ones are needed
- The name of anyone who reads cards for the agency before they are published
- A person at the desk who lifts the receiver and reads every sent form
Nothing on this list is a customer's name or a financial detail.
Asked about the outfit behind the drawer
Who is this site for?
Owners of independent insurance agencies, brokerages and small multi-office agencies who want to be found online in the towns they serve.
Can a one-person office use this drawer?
Yes. A single desk needs fewer cards, so the drawer is shallower, and the plans are built to start small.
Does your marketing speak to my customers?
No. We file the cards and count the drawer; whatever lands on your desk afterwards is yours to handle.
Can a larger agency use the same drawer?
Yes. Add the extra lines of business and the extra towns to the list and each one gets a card of its own behind its own tab.
Put a card on the desk for us
Send a line about the agency along with your name, inbox and phone number. When talking is easier, the optional slot has the CEO phone you at the hour it names.
Which lines and towns get the first cards?
Name the lines of business you handle, the towns and counties you want calls from, and any nearby offices that pass people your way. Leave every customer name and every financial detail out of the note.
Slide the first card into the drawer
During a call we can choose the opening cards for the drawer: which line of business goes in first, which towns are added after it, and which plan matches your volume.
Treat the drawer below as a picture; it is no forecast.