Catalog Strategy

Insurance Agents look at dozens of catalogs to find the markets, products and services they need to serve their customers. You must communicate the critical information that agents need to best understand your company and its service offering without overwhelming your audience with too much information.


4 CRITICAL ITEMS TO COMMUNICATE IN EVERY CATALOG

Don’t assume agents already know you. Define who you are and what you sell. What makes you unique and gives agents a competitive advantage when they represent you.

What is your ideal customer profile? Let agents know the characteristics of the type of customer that you want so they avoid sending you quotes that you can’t accommodate.

What action do you want an agent to take once they have found the ideal customer profile? Define if you want them to send a submission, submit the lead, or set up a meeting.

Offer financial incentives that make it easier for the customer to buy (promotion) and more lucrative for the agent to earn higher commission dollars (spiff).


USE THE FULL RANGE OF CATALOG FEATURES

Catalogs are designed to promote you, deliver vital information and create calls to action. Here are some items to add to your catalog

Banners.

Add banners to highlight new products, webinar events, promotions and spiffs.  Add a hyperlink so agents can do a deeper dive.

Pages.

Use pages to tell more about you, your company and services. Add forms for agents to complete so you can learn more about them and help them sell more efficiently.

Content or Posts

Add videos to your pages or posts.  Add webinar events and recorded webinars.  Add any documents that will help agents work smarter for your company.

Contact Information.

Add contact information on the dedicated Contacts page for each portal your company is connect to.  Or add one person's name in catalog the header.