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Driving Life Insurance Sales in 2015
Joshua Powell
Director of Marketing & Sales Oberlin Marketing, Inc
Toll free– 800-486-9739
Direct- 260-417-1672 Jpowell@OberlinMarketing.com
Marketing Strategy
Calendar of Events
Client Relationship Management (CRM)
Inc. Small Business (LLC, C or S Corp.)
Dedicated E-mail and Phone
Physical Office
Website
Marketing Appeal
Staff
Automation
HTMLs
Training Workshops
Agent Webinars
Outbound Support
Resource
Meetings
Leads, CE, and E & O
Relatives
Friends
Acquaintances
Neighbors
Church Contacts
School Contacts
Former Co-workers
Fitness Centers
You can’t get Referrals unless others know what you do!
B2B P&C Agencies, Financial Planners, Home Health Agencies
Senior Community Events / Expos
Area Agency on Aging – MMC Presentations
LAM Events
Churches
Networking Groups
Provider Marketing (PCP, Dental)
Food Pantries / Banks
Centers of Influence
Printed Materials
Products & Services: Agent Product Guides, Tip Sheets, Flyers, Brochures, Postcards
Sales Concept Kits: Agent & Consumer Brochures, Agent Checklists & Case Studies, Consumer Worksheets, Agent & Consumer Postcards
Training Workshops
Agent Webinars
Outbound Support
Resource
Meetings
HTMLs
Plan Development
Centers of Influence
Food Pantries
Networking Groups
Targeted Events
Organizations you belong to…Church, etc
Donate Time
Hoosier Monthly
Networking
Luncheon 11:30-
1pm
Katy Business
Healthcare
Network 9-
10:30am
The Medical
Resort at Bay
Area Networking
Breakfast 8:30-
9:30 am
In office setting
10 appts for next
week
The New Windsor
Houston Provider
Networking
Breakfast 9:30-
10:30am
Fort Bend
Connect 8:30-
10am
Parkview
Hospital Lunch &
Learn 11am-1pm
Autumn Leaves
Networking
Breakfast 9am-
10:30am
United Way
ESPN
Networking
group
10am-12pm
The Broadmoor
at Creek side
Park Grand
Opening 4-7 pm
9 am Appt
12 pm Appt
9 am Appt
12 pm Appt
4 pm Appt
10 am Appt
12 pm Appt
3 pm Appt
12 pm Appt
3 pm Appt
5 pm Appt
10 am Appt
1 pm Appt
3 pm Appt
9 am Appt
12 pm Appt
3 pm Appt
In office setting
10 appts for next
week
1 pm Appt
5 pm Appt
2pm Appt
4pm Appt
In office setting 10
appts for next
week
• Fill calendar with events already scheduled
• Plug in appointments from Meetings and In-homes
Set 10 appts for
next week
“To every person, there comes in their lifetime, that special opportunity when they are offered the chance to do something great…What a tragedy if that moment finds them unprepared for the opportunity which could be their finest hour.”
- Winston Churchill
1. Schedule Quick Start
2. Customize Marketing Program
3. Schedule Sales Webinar and or Routine Ideas
4. Constant and Clear Communication to meet your goals!
5. Rinse and Repeat
Please let us know your thoughts, so we may make 2015 our best year ever!
800-486-9739
www.OberlinMarketing.com
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