integrated marketing jim sharkey [email protected] @jsharkey3 linkedin.com/in/jimsharkey
TRANSCRIPT
Integrated MarketingIntegrated Marketing
Jim Sharkey [email protected] @jsharkey3 linkedin.com/in/jimsharkey
Tough Year for the Life Insurance Business
Steepest Six Month Drop in Individual Life Insurance Sales In Almost 70 Years
Whole life and term have been the most resilient
Tough Year for the Life Insurance Business
DATA
Trends
KPI’s
1.DATA
Trends
1.DATA
1.DATA
KPI’s
STRATEGIC PARTNERSHIPS
“Vendors”
Consultants
Industry Specialists
Direct Competitors
2. STRATEGIC PARTNERSHIPS
2. STRATEGIC PARTNERSHIPS
2. STRATEGIC PARTNERSHIPS
AAA LifeAAA LifeDirect Sales UnitDirect Sales Unit
EXECUTION
3. EXECUTION
““The thing that keeps a business The thing that keeps a business ahead of the competition is ahead of the competition is excellence in executionexcellence in execution.”.” Tom Peters
3. EXECUTION
Agile Project Management
Methodologywikipedia.org
menloinnovations.com
Agile Manifesto
Agile values: Over: Individuals and
interactions Working
software
Customer collaboration
Responding to change
Processes and tools
Comprehensive documentation
Contract negotiation
Following a plan
MULTI-CHANNELMARKETING
4. MULTI-CHANNEL MARKETING
Digital Marketing
5. Digital Marketing
Insurance Agent, Advisor
Friend, relative, coworker
Work
Internet
21%
33%
7%
12%
16%
Source: LIMRA, 2008
WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?
0%
10%
20%
30%
40%
50%
Silent Gen Baby Boomers Old Gen X Young Gen X Gen Y
Agent
Internet
WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?
5. Digital Marketing
5. Digital Marketing
Most Important Source of Web Traffic to an Insurance Web Site?Most Important Source of Web Traffic to an Insurance Web Site?
Search engine keywords 43%
Went to Site of company 26%already doing business with
Recommended by 26%someone I know
20%
28%
36%
44%
52%
Silent Gen Baby Boomers Old Gen X Young Gen X Gen Y
Search engine
Company doing business with
Recommended
2. MULTI-CHANNEL MARKETING
5. DIGITAL MARKETING
Social Media Matters!
youtube.com/jsharkey3 @jsharkey3
linkedin.com/in/jimsharkeyfacebook.com/jimsharkey
It’s the Journey that Counts
A good traveler has no A good traveler has no fixed plan, and is not fixed plan, and is not intent on arriving.intent on arriving.
Lao Tzu
Whether You Think You Whether You Think You Can or Can't, You're RightCan or Can't, You're Right
Henry FordHenry Ford