The premier brokerage general agency designed to help you provide your clients with the Excellence, Expertise, and Professionalism they deserve.
Agent Term Store
Our new process is as easy as ever. Get your term quotes from a broad array of top, competitive term carriers and submit a “Simple App” for your client. No more applications to complete! We will contact your client to complete the full application and schedule their exam. And, we’ll keep you updated throughout the entire process.
Our Drop Ticket allows you to submit your permanent life insurance applications on a short form for all your clients who are applying for permanent insurance.
We offer full support for a variety of Sales Concepts including Policy Review, Maximization Strategies, Life Insurance as an Accumulation Vehicle, Estate Tax Planning and more.
Policy Review Program
Our Policy Review process is the easiest one available for both you and your clients. We’ll help you generate new sales! Our program reviews your client’s life insurance at no cost or obligation. And it’s a WIN/WIN end result for YOU! With the hundreds of cases we have reviewed, over 50% of them resulted in a recommendation that improved the client’s life insurance portfolio.
The Team at RMIN makes my life easy! They have always been responsive and detail oriented to my requests. I can’t think of an organization that does what they do better!Mitch MichenerOne stop HELP – best back office around!Tom Stich
– Aaron Putman
Rocky Mountain Insurance Network is a network of caring professionals that has enhanced my ability to do what I do. Their team works well and promptly getting me the quotes I need, following up on the details, notifying me of any issues with my business, and getting business issued and paid quickly. They are also on top of the changes in the market-place and provide me with sales ideas and product uses on a regular basis. I am very glad to have met this team and have enjoyed working with them for over 20 years.
– Lincoln Soule
I’ve been happily working with Rocky Mountain Insurance Network for a handful of years now. Being able to plug into their professional experience in the insurance world has been invaluable for me to be able to focus more of my time and attention on my clients’ needs, further skill development in the investment world and proactive marketing efforts for my company. Every person I’ve had the pleasure of working with at RMIN has been friendly and helpful. Most importantly, my clients have been very happy with the insurance solutions we are able to bring to them. Thanks RMIN!!
– Rob Harris
While September is officially Life Insurance Awareness Month, in reality, every month presents an opportunity to reach out to old clients and discover new opportunities in your local market. Marketing and outreach are concepts that get thrown around quite a bit in the industry. Some agents excel at making new connections while others may need more concrete direction in order to feel comfortable. This month, we are gonna go over a couple of ways you can find success in your marketing campaign.
Work your existing business: the power of policy review
Some of the best revenue opportunities lay in your existing client base. Changes to regulations that affect our business and your clients’ opportunities such as the illustration update from AG 49A and IRC Section 7702 create a compelling reason to check in on your clients’ policies.
Reaching out via email or phone to offer a policy review has two main benefits: it shows your client that you are always looking out for their best interests and presents opportunities for your client to save money, purchase more coverage if their goals have changed, and helps keep them aware of new products and alternatives that may be applicable to their needs.
Make use of email campaigns to all of your clients regularly
In addition to offering a policy review, it is important to keep the line of communications between you and your client open throughout the month and year. A consistent, targeted, email campaign can help you get the word out about new products and services to your book of business while maintaining your brand and presence with your clients.
Use social media software to keep your clients in the loop
Social media scheduling software has come a long way in the past several years. Posting to socials can be a chore but going to where your client is online is still one of the best ways to connect with them.
Lifehappens Pro is your friend
Lifehappens Pro is a suite of technologies that can help simplify your overall outreach campaign. With the click of a button, you can coordinate social posts to reach your audience on several platforms. Check out their free trial and give it a go. You can find it here.
Lifehappens Pro can give you:
- Flyers, brochures, and graphics to use in your campaign
- Videos for greater client engagement
- Themed campaigns (such as one for LIAM) to generate awareness
- Content collections to pull resources from
- Social media posting and analytics to see what’s working and what’s not
- Calculators for just about anything your client would like to see
The trial is for 15 days, and after that you can keep the outreach rolling for only $32 dollars per month. We endorse them because we use them. It’s that simple and it will help take your marketing to a new level.
Have you ever been on a podcast?
Consider creating a podcast that you can link to your website. Your clients aren’t in the industry, but that doesn’t mean that they don’t want to know more about what’s happening in life insurance. A monthly podcast can be a great way to keep your content fresh while discussing the job you love.
Or be a guest on someone else’s podcast
You can also search Spotify, Itunes, and other podcast libraries for existing podcasts about life insurance. Content creators are always looking for new people to talk to and interview. Reaching out to the owner of the podcast with some topics that you’d like to talk about is another way to get your message across. This has the added benefit of connecting with a pre-existing audience and could help with lead generation.
Use life insurance statistics: bring the receipts
Statistics can be a great way to illustrate the importance of life insurance on your website, social posts, blogs, and public appearances. Lifehappens and LIMRA are your go-to sites to find the latest studies and stats about the industry. Showing your visitors the current trends in the market can amplify their understanding while giving you targeted content to present in all of your marketing campaigns.
Reach out, follow up, and carry on
Ultimately, marketing outreach is something that you should prioritize if you want to grow your business. It’s important to maintain regular contact with your client. The marketing Rule of 7 states that a prospect will take action after hearing or seeing a message 7 times. While that may seem over the top, the implication is clear: If you aren’t reaching out and presenting clients and prospects with consistent messaging, very little will move them to take you up on the opportunities you are offering. Make outreach a small part of your daily routine and follow up on your success.