holiday marketing opportunities

The holiday season isn’t typically the busiest time of year for insurance sales. However, that doesn’t mean you should let your insurance marketing fall by the wayside. Although you may not close as many sales in December, the holidays are a great time to reach out to clients and lay the groundwork for sales in the new year.

Here are five top holiday marketing opportunities to consider.

1. Provide Tips for Important Family Discussions.

Many families are spread across the country or even the world – they may only see each other in person during the holidays. This means the holidays may be the most practical time to discuss important issues like financial planning, estate planning, and insurance needs.

Send your clients tips and reminders about important discussions to have with their families. For example, some of your clients may have parents who are around retirement age and need to start planning for their long-term care, making this a good time to discuss long-term care insurance or other plans. Some of your clients may also have adult children who are just establishing their careers – they need to know about disability insurance options.

Use this holiday marketing kit.  It contains an outreach letter, a client handout and social media posts to help your clients thoughtfully engage their family members in important financial conversations.

2. Send a Holiday or New Year Card.

Send a holiday card to express your warm wishes and build the relationship on a personal level. If you know which holidays your clients celebrate, you may like to send holiday-specific cards – for example, Christmas cards for clients who celebrate Christmas. Otherwise, a winter holiday card or a New Year card may be the safest bet. Be sure to personally sign every card and add a friendly note if possible.

3. Schedule an Annual Review for the New Year.

The start of a new year is the perfect time to conduct an annual review. This gives you the chance to catch up on any changes that occurred in your clients lives over the last 12 months. For example, your clients may have gotten married, changed jobs, started a business, welcomed a new child, or purchased a home. Major life events like these often require a review of life and disability insurance needs.

Use this annual financial review checklist to help your clients prepare for a new year of financial stability.

4. Give Back to the Community.

Giving back to the community is a good way to show appreciation while building your brand. There are numerous charity opportunities around the holidays. For example, you could sponsor a local event or group or host a toy drive for a local charity. Reach out to nonprofits in your area to explore your options.

5. Plan to Send a Thank-You Card Next Thanksgiving.

Mark your calendar now so you remember to reach out to clients next fall. Thanksgiving is the perfect time of year to express gratitude. For insurance sales professionals, that should include showing gratitude for the clients who make your career possible.

Show your clients that you’re thankful for them by sending thank-you cards. Write a short message expressing your gratitude for their business. This is a simple way to strengthen your relationships and ensure your clients think of you first if they have any additional insurance needs or know someone else who does.

Do You Need More Marketing Help?

The above holiday marketing opportunities should give you some ideas for the season, but insurance marketing is a year-round endeavor. DIS has handouts, infographics, ready-to-use social media posts, and other sales tools to power your marketing and client outreach. Check them out.


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