Insurance Agency eMarketing and Insurance Agency Webinar Checklist – 95 Check Boxes And Counting

Insurance Agency eMarketing and Insurance Agency Webinar Checklist 95 Check Boxes And Counting

As a best practice, it's a good idea for insurance agencies to create checklists for complex marketing tasks. This is hardly an innovative idea, as we see checklists in uses for things like packing for a trip to cooking a favorite recipe to more complex tasks like the preflight checklists for pilots. Seven years ago, we created our first checklist to help ensure the creation of a successful webinar, and the eMarketing campaign associated with these webinars. Our initial insurance eMarketing checklist was very helpful and quite thorough, with almost four dozen tasks to be checked off to ensure a successful campaign.

Today, seven years later, that same checklist has doubled in size. Some of these check boxes are very simple, some bordering on the mundane (spell check for example); others are more complex and take some time and consideration to proceed (Bayesian Poisoning). For example, here are just a few of the checkbox items (not in any special order) we want to ensure are checked off and in good working order:

1. Create or use alternate domain name

2. Check all links in the test email

3. Spell check, then spell-check again in Word

4. Add speaker photo to branding page

5. Check customization on automated welcome message

6. Avoid Rush Words (within or outside of contextual syntax)

7. Watch out for Bayesian Poisoning, phrases which will inadvertently set off spam filters

8. Schedule split test

9. Measure spilt test results

10. Select final email based upon open and/or click through statistics

Of course this is only ten out of almost 100 check list items for a successful insurance agency eMarketing and insurance agency webinar campaign. Additional important check boxes including everything from the review of email bounces to the number of characters in a subject line. Granted, eMarketing and web seminar campaigns are an art and a science, but these days, there is plenty of science to be applied. Turning your campaigns into carefully planned events will help optimize the success of your insurance agency eMarketing and insurance agency web seminar program.

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