Digital & Relationship Marketing

Position your agency for success with marketing programs, workshops, and key resources
New technology and customer attitudes are pushing nearly every industry – including insurance. To manage these shifts, it's critical to devote more time and resources to growth and customer loyalty. Sound challenging? We're here to help.
Lessons from Fast-Growing U.S. Agencies
  • 88%

    depend on client referrals as a top-three source of growth

  • 78%

    are active on
    social media

  • 48%

    have a marketer

    on staff

  • Growth and Retention Tactics
    Marketing Workshop
    Dynamic one-day comprehensive session designed exclusively for independent agents

    Get comfortable with digital and relationship marketing with live, hand-on instruction.

    Virtual Marketing Workshop
    A crash course in best practice marketing tactics - it's free, easy and online

    The Virtual Marketing Workshop gives you a practical introduction to agency marketing through a series of instructional videos and follow-up activities that help you implement high-yield tactics as you learn them.

    Agency Marketing Essentials
    A thorough introduction to agency marketing for part-time marketers

    Agency Marketing Essentials provides part-time marketers a thorough introduction to the five pillars of an effective agency marketing strategy: welcome kits, websites, cross-selling, e-newsletters and social media. On average, those who’ve implemented these tactics have realized a 1.5-point retention lift and 2-3x more referrals for their agencies.

    Enter Access Code Lmagent when enrolling.
    Marketer Development Program
    Learn strategies proven to bump revenue by 15%*

    Through Liberty Mutual’s Marketer Development Program, your agency’s dedicated full-time marketer will gain the knowledge and skills necessary to fuel growth and increase retention.

    *Based on results gathered from our Digital & Relationship Marketing program participants from 2012 to 2018.
    Online Classes
    From building a welcome kit to attracting customers with LinkedIn, get live training right from your computer
    New Client Welcome Kit
    New clients are far more likely to leave an agency in the first 30 to 60 days after signing a policy.

    Build trust and prevent an early exodus with a new client welcome kit. On average, our agents see new policies increase by about 11 points when they use this handy kit. Find all the tools and resources you need to get started.

    Why You Need a Welcome Kit

    Welcome Kit Instructions
    Agent and Broker
    Download
    Welcome Kit Letter
    Agent and Broker
    Download
    About Our Agency
    Agent and Broker
    Download
    Meet Our Team
    Agent and Broker
    Download
    Community Involvement
    Agent and Broker
    Download
    Claims
    Agent and Broker
    Download
    Referrals
    Agent and Broker
    Download
    Testimonials
    Agent and Broker
    Download
    Create a Newsletter
    Consistently communicate in a genuine fashion to increase retention

    Newsletters are a great way to regularly reach out to your customers and remind them of the value you add as an agent.

    Marketing Resource Center
    Why reinvent the wheel?

    Put our educational and prospecting brochures and sell sheets to work for you.

  • Boost Digital Presence
    Marketing Workshop
    Dynamic one-day comprehensive session designed exclusively for independent agents.

    Get comfortable with digital and relationship marketing with live, hands-on instruction.

    Online Classes
    From building a welcome kit to attracting customers with LinkedIn, get live training right from your computer
    Website Builder
    With SiteBuilder, create a professional, modern web presence and convert business online.

    SiteBuilder sites are professional, modern and built to help independent agents convert business online.

    Website Booster
    Competing for business online takes more than "set it and forget it".

    Get started with marketing tactics to enhance your website, boost the number of visits and drive new quotes.

    SearchScore
    Do you know how your website is performing?

    Tap into one-of-a-kind online assessment tool to find out how well your site is performing and learn how to make improvements so that you can be easily found online.

    SocialShare
    Find and share relevant content on your agency's social media accounts with the click of a button.

    Quick and easy access to a comprehensive library of social media posts created with you in mind.

  • Dedicated training for marketers, producers and CSRs
    Marketer Development Program
    Learn strategies proven to bump revenue by 15%*

    Through Liberty Mutual’s Marketer Development Program, your agency’s dedicated full-time marketer will gain the knowledge and skills necessary to fuel growth and increase retention.

    *Based on results gathered from our Digital & Relationship Marketing program participants from 2012 to 2018.
    Producer Development Program
    PDP graduates issue more new policies in their first two years than other producers do.

    A commercial-focused 10-weeks training that provides new producers with technical insurance knowledge, instills confidence, and teaches relationship skills through a combination of e-learning, classroom training, and in-agency activities. Check out what program participants are saying about this valuable training opportunity.

    CSR Development Program
    Customer Service Reps (CSRs) are being asked to do even more

    A great fit for newcomers or not, this commercial-focused 10-week program will help CSRs be ready to succeed in this fast paced-role with comprehensive commercial insurance training that includes customer service and sales skills development.

Whether you’re just getting started or you’ve had years of practice, we’re here to help. Discover the wealth of programs, workshops, and resources we offer to help you market and grow your business.

Questions? Contact us at agentprograms@libertymutual.com