marketing plan
You
About
🎁 Product Description | All-in-one CRM and AMS (Agency Management System) platform for insurance agents, offering automated campaigns, client document storage, task management, team accountability, revenue calculators, and user-specific permissions. |
💝 Product Type | Software-as-a-Service (SaaS) |
📊 Product Stage | Growth |
💸 Monetisation Model | Subscription-based with tiered pricing |
Your Prospects
About
🙋♀️ Target Audience | Independent insurance agents and agencies of all sizes. |
📢 Marketing Strategy Preferences | Content marketing, testimonials, social media marketing (especially LinkedIn), webinars, email campaigns, and industry-specific trade shows. |
🤯 Buyer Persona Struggles | 1. Inefficient integration of multiple tools. 2. Time-consuming manual processes (campaign creation, client communication, etc.). 3. Difficulty in tracking and managing team accountability and performance. |
🤨 Misconceptions | 1. Belief that traditional, generic CRMs are sufficient for insurance-specific needs. 2. Perception that switching to a new system involves high costs and complex migration processes. 3. Underestimation of automation benefits. |
Buyer Persona
Example
Sarah is an ambitious insurance agent who manages a growing mid-sized agency. Despite her best efforts, Sarah finds herself constantly juggling various tools and platforms that weren’t designed to work together. This fragmentation leads to inefficient processes and lost opportunities. Manually creating and managing sales and marketing campaigns takes up substantial time that could be used to focus on direct client interactions and business development.
Sarah knows that a specialised insurance CRM and AMS could transform her workflow, but she's hesitant due to the perceived high switching costs and a potentially complex migration process. Her dream outcome is an integrated, easy-to-use platform that automates routine tasks, provides powerful analytics, and allows her to manage her entire agency from one system. Sarah prefers learning about new tools through comprehensive webinars, detailed case studies, and industry trade shows, where she can see real-world examples of success and understand the tangible benefits.
Targeting
Draft
Filter Category | Filter Criteria |
Industry | - Insurance - Financial Services |
Headcount | - 11-50 employees - 51-200 employees |
Job Title | - Insurance Agent - Insurance Broker - Agency Owner - Sales Manager |
Do it Yourself
When you
Attract
- 1 Comment = 100-10,000+ Views
- You should engage meaningfully, allocating 20 minutes daily to join and drive conversations.
Step by Step Guide
➡︎Go to LinkedIn.com → Type in a relevant keyword or topic → Filter by "Posts" → Filter by "Job Title" ➡︎ Add value to the conversations
*Use Sales Navigator for advanced filtering settings
Educate
- Daily 1 Post = 100-10,000+ Views
- You should aim to educate, not sell
Step by Step Guide
➡︎Go to LinkedIn.com → Find your competitors → Select most viral → Redesign, rephrase, and rebuild content for your brand ➡︎ Schedule for 30+ days
*Use Taplio for advanced searches (Not Free)
Convert
- 1 Message = 3+ Personal Notifications
- Childlike curiosity to discover
- You should only meet after you’ve identified a gap
Step by Step Guide
➡︎Spend 3 minutes per person → GPT their profile, company page, and website → Poke the hive ➡︎ You only deserve their time if you find a gap
*Use the Mango App for advanced engagement mapping (Not Free)
👇 Zero to 6-Digit Page Views👇
Ideas
Content
# | Struggles | Misconceptions | Dream Outcomes | Post Caption (with a captivating hook) |
1 | Inefficient Integration | Traditional CRMs are sufficient | Integrated platform | "Are you struggling to integrate various tools? Here's a solution!" |
2 | Manual Processes | High switching costs | Automated workflows | "Sick of manual campaigns? Discover automation made easy!" |
3 | Tracking Team Performance | Complex migration process | Enhanced team performance | "Struggling to track team performance? We've got you covered." |
4 | Managing Multiple Platforms | Automation isn't beneficial | All-in-one management system | "Managing multiple platforms driving you mad? Meet your new best friend!" |
5 | Time-consuming campaign creation | Costs outweigh benefits | Time-saving automation | "Campaign creation taking ages? See how you can save time!" |
6 | Client Communication | Generic CRMs suffice | Efficient client communication | "Is client communication a hassle? Enhance your efficiency today!" |
7 | Client Document Storage | High learning curve | Seamless document management | "Document storage giving you headaches? There's a better way!" |
8 | Team Accountability | No need for tailor-made solutions | Improved accountability | "Team accountability an issue? Simplify it now!" |
9 | Policy Tracking | Migration takes too long | Real-time policy tracking | "Policy tracking cumbersome? Experience real-time tracking!" |
10 | Sales and Retention | Switch requires too many adjustments | Increased sales and retention | "Need a boost in sales and retention? Here’s the solution!" |
11 | Balancing Sales and Service | Automation disrupts personal touch | Balanced sales and service management | "Balancing sales & service tough? Discover our balancing act!" |
12 | Cross-Selling | new tech could alienate teams | Effective cross-selling campaigns | "Cross-selling a challenge? Turbocharge it effortlessly!" |
13 | Managing Team Roles | Too tech-heavy for non-techs | Simplified user permissions | "Managing team roles challenging? Simplify with a click!" |
14 | Campaign Analysis | Current system investment is enough | Insightful campaign analytics | "Campaign analysis overwhelming? Get insights at your fingertips!" |
15 | Big Data Management | Not worth the hassle | Superior data management | "Big data causing big problems? Here's a hassle-free solution!" |
Ideas
godfather offer
A Godfather offer is a compelling proposition from a business that presents such exceptional value it's financially irresponsible for the prospect to refuse.
What you’re reading right now is our Godfather Offer.
Here are some ideas you can consider:
Offer Name | Offer Description | Value Proposition | Target Audience |
Free 30-Day Trial | Access to all premium features of the Better Agency platform with no cost for the first 30 days. | Risk-free entry to experience all features | Independent insurance agents/agencies |
Complimentary Onboarding Assistance | Personalised assistance from our customer success team to handle data migration and setup with zero additional cost. | Hassle-free migration and setup | Mid-sized insurance agencies |
Exclusive Webinar Access | Members-only webinars hosted by industry experts, providing insights and best practices for leveraging Better Agency's features. | Expert knowledge and actionable tactics | Agency owners and key decision-makers |
100% Money-Back Guarantee | Full refund if the customer is not satisfied within the first 60 days of subscription. | Guaranteed satisfaction or money back | New and hesitant users |
One-on-One Strategy Session | Personalised consultation sessions with our experts to optimise the use of Better Agency and maximise ROI. | Tailored strategies for enhanced agency performance | Agency heads and managers |
Ideas
ad
Retargeting = 10x Cheaper Than Cold Ads
Ad Variation | Offer | Headline | Call to Action | Description |
1 | Free 30-Day Trial | Transform Your Agency: Free for 30 Days | Start Free Trial | Boost your agency's efficiency with our all-in-one platform. Try it free for 30 days now! |
2 | Free 30-Day Trial | Revolutionise Your Workflow | Get Started Today | Experience automated workflows and seamless integration. Start your 30-day free trial today! |
3 | Free 30-Day Trial | Simplify Agency Management | Claim Free Trial | Manage clients, policies, and communication effortlessly. Your free 30-day trial awaits! |
4 | Complimentary Onboarding Assistance | Zero-Hassle Onboarding for You | Schedule Onboarding | Let our expert team handle the transition. Enjoy complimentary onboarding with any plan! |
5 | Complimentary Onboarding Assistance | Stress-Free Migration | Get Onboarded | Switch to Better Agency without the stress. Get complimentary onboarding now! |
6 | Complimentary Onboarding Assistance | Seamless Transition with Us | Book Onboarding | Worried about switching costs? Enjoy a stress-free transition with our onboarding assistance! |
7 | Exclusive Webinar Access | Master Agency Management | Register Today | Join our exclusive webinar to master agency management and boost sales effortlessly! |
8 | Exclusive Webinar Access | Learn from Industry Experts | Secure Your Spot | Gain insights from top industry experts. Join our exclusive webinar, reserved just for you! |
9 | Exclusive Webinar Access | Supercharge Your Sales Strategy | Sign Up Now | Discover how to maximise your sales with our proven strategies. Register for our exclusive webinar! |
10 | 100% Money-Back Guarantee | Satisfaction Guaranteed | Get Started Risk-Free | Try Better Agency with zero risks. Our 100% money-back guarantee covers you. Start today! |
11 | 100% Money-Back Guarantee | No Risk, All Reward | Join Risk-Free | Experience Better Agency without the risk. 100% satisfaction guaranteed or your money back. |
12 | 100% Money-Back Guarantee | Risk-Free Agency Transformation | Transform Today | Transform your agency confidently. Get started with our risk-free, money-back guarantee! |
13 | One-on-One Strategy Session | Elevate Your Agency's Strategy | Book Your Session | Unlock your agency's potential with a one-on-one strategy session with our experts. |
14 | One-on-One Strategy Session | Expert Guidance for Your Agency | Schedule Consultation | Get personalised guidance tailored to your agency's needs. Schedule your one-on-one session now! |
15 | One-on-One Strategy Session | Personalised Agency Improvement | Book Now | Take your agency to the next level. Book your one-on-one strategy session with our specialists! |
Ideas
Messaging
InMail Variation 1:
Subject: Simplify Your Client Management Process
Hi Sarah,
Your post about seamless client management was an interesting view on how to build lasting client relationships.
We help Insurance Agents reduce inefficiencies, increase client retention, and streamline communication.
What's the best way to get on your calendar to discuss our solutions?
Best regards,
Will
InMail Variation 2:
Subject: Boost Your Sales with Automation
Hi James,
Your post about automating sales processes was an interesting view on enhancing productivity in the insurance sector.
We help Agency Owners increase sales conversions, enhance team accountability, and automate routine tasks.
What's the best way to get on your calendar to discuss our solutions?
Best regards,
Will
InMail Variation 3:
Subject: Enhance Your Team’s Performance
Hi Emily,
Your post about improving team performance was an interesting view on driving success through effective management.
We help Insurance Brokers streamline policy tracking, improve team performance, and manage client documents efficiently.
What's the best way to get on your calendar to discuss our solutions?
Best regards,
Will
Results
Expected
🥭 More time closing, less time prospecting
🪄 10-45+ Godfather Offers Accepted
💬 75-150 New Conversations
👋 750-3,500+ Followers
👀 10,000-100,000 Content Views
👁️🗨️ 3,000-5,000 Click To Page Views
🎯 100-150 Marketing Qualified Leads
✅ 30-Day Content Creation & Distribution
🔗 LinkedIn Ads Management ($10/day)
🔉 5,000-10,000 Targeted Comments
📬 DM Management (1 Profile)
🤝 Connection Request Management (25/day)
🔄 Follow Up Management (10-15/day)
📧 Email Templates (10-25/day)
📞 Call Scripts (10 Calls Before 10 and 5 After 5)
📆 Weekly Training & Strategy Call
📋 Lead Sheet
Wolf
COO
Ray
Ray Wolf, COO, Televero Health
Isaac and the team at Many Mangos have been my "go-to" LinkedIn marketing company for the last three companies I've led. His approach has yielded the highest quantity and quality prospects for us! With Isaac's help, we reinvented our recruiting of Psychiatric and Counseling resources around with great success, which has allowed us to stop spending high dollars on the more traditional job boards. The software tools and analytics make it easy to get started and manage the campaigns.
Whatever marketing you are doing today, with whatever degree of success, my strong recommendation is that you need to immediately START experimenting with Isaac if you have any intention of being the disrupter in your space rather than being disrupted!