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Personal Insurance Agent Marketing Plan
Plynthe Insurance
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Marketing Calendar
Kolem Plynthe will set aside one hour - 8 AM to 9 AM - every day for marketing work as a minimum. This work will change depending on the month's focus. More time will be needed during the first six months of operation due to all of the one-time activities that must be undertaken.
The weekly marketing meeting will be first thing in the day - at 7:30 or 8 AM before the business day begins. This will be a mandatory meeting for all staff. In the absence of staff, this will be a designated time for Kolem Plynthe to review the same materials and set goals for the next week.
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Monthly
Monthly Marketing Themes
January: Industry developments - Seminar
February: Advertising Review
March: Spring Cleaning/Homeowner's Insurance focus - Seminar
April: Online Media Review
May: Making Sense of Life Insurance - Seminar
June: Testimonial/Case Study Development
July: Property coverage - Seminar
August: Informational Booklet Redevelopment
September: Insurance Can Be An Asset - Seminar
October: Service experience review
November: Giving Thanks - Annual thank you cards to clients, Preferred Client/Prospect Seminar
December: Annual metrics review & goal setting
Milestones
| Milestones | |||||
| Advertising / PR | Start Date | End Date | Budget | Manager | Ongoing or One time |
| Create and Post Flyers | 15-Feb | 28-Feb | $500 | RS | Ongoing |
| Yellow Pages Listing | 15-Feb | 28-Feb | $100 | RS | One time (w/ renewals) |
| Inserted Row | 9-Dec | 9-Dec | $0 | RS | One time (w/ renewals) |
| First Advertising in Periodicals | 15-Feb | 15-Apr | $500 | RS | Ongoing |
| Total Advertising / PR Budget | $1,100 | ||||
| Educational Materials | Start Date | End Date | Budget | Manager | Ongoing or One time |
| Seminar Format development | 15-Feb | 28-Feb | $0 | RS | One time |
| Seminar location, invitations | 29-Dec | 28-Jan | $1,000 | RS | Every other month |
| Informational booklet draft | 1-Mar | 1-Apr | $0 | RS | One time |
| Booklet print first run | 1-Apr | 15-Apr | $1,000 | RS | Every 6 months |
| Newsletter template | 15-Feb | 28-Feb | $200 | RS | One time |
| First email newsletter (via Constant Contact) | 1-Mar | 16-Mar | $20 | RS | Every month |
| Total Educational Materials Budget | $2,220 | ||||
| Direct Marketing | Start Date | End Date | Budget | Manager | Ongoing or One time |
| Develop first suspect list for direct mail | 15-Feb | 28-Feb | $500 | RS | Once every 6 mos |
| First direct mail campaign (postcards) | 29-Dec | 28-Jan | $500 | RS | Every month |
| Total Direct Marketing Budget | $1,000 | ||||
| Web Development | Start Date | End Date | Budget | Manager | Ongoing or One time |
| Create Website | 1-Jan | 30-Jan | $1,000 | RS | One time (periodic updates) |
| Launch SEM Campaign | 1-Feb | 15-Feb | $500 | RS | One time (periodic updates) |
| Total Web Development Budget | $1,500 | ||||
| Customer Service | Start Date | End Date | Budget | Manager | Ongoing or One time |
| Choose thank you gifts | 29-Dec | 28-Jan | $0 | RS | One time (periodic updates) |
| Create satisfaction survey | 29-Dec | 28-Jan | $200 | RS | One time (periodic updates) |
| Total Customer Service Budget | $200 | ||||
| Totals | $6,020 | ||||
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