Marketing Tools
Marketing and Business Foundation
At Vision Wealth Marketing, we understand that effective marketing is crucial for insurance brokers to thrive in today’s competitive landscape. That’s why we offer a comprehensive suite of marketing tools designed specifically to help you expand your client base, enhance your professional image, and boost your sales of investment and life insurance products.
Our carefully curated selection of marketing resources is tailored to meet the unique needs of insurance professionals like you, empowering you to reach more prospects, engage your audience, and ultimately grow your business. Explore our range of marketing tools below and discover how Vision Wealth Marketing can support your success.
Website and Business Foundation
- Microsoft 365 Business Standard (1 user)
- Domain Purchase and Management
- Single Page Website
- SSL Secured Hosting
- CRM/Lead Management
- Dedicated Phone Number
- Phone Tracking
- Web Chat
- Website Analytics
- PLUS 250 FREE Business Cards
Additional Add Ons
Reputation Managment
- Review monitoring across major platforms
- Automated review request system
- Negative review alerts and response assistance
- Sentiment analysis of customer feedback
- Review generation campaigns
Social Media Marketing
- Content creation for major platforms (Facebook, Instagram, LinkedIn, Twitter)
- Custom graphics and visuals
- Monthly content calendar
- Audience engagement strategy
- Cross-platform content adaptation
- Industry-specific post ideas
- Branded template designs
- Story and reel creation
- Performance analytics and reporting
Lead Lists, Generation and Funnels
Access targeted, high-quality lead lists to connect with potential clients actively seeking investment and life insurance solutions.
- Custom landing page creation
- Multi-step funnel design
- Lead magnet development (e.g., insurance guides, calculators)
- Integration with paid advertising platforms
- Lead scoring and qualification system
- Analytics and conversion tracking
- Mobile-optimized funnel experiences
Email Marketing
- Customizable email templates
- Automated drip campaigns
- Segmentation and personalization tools
- Email list management and cleaning
- Integration with CRM data
- Newsletter creation and distribution
- Welcome series for new leads/clients
- Re-engagement campaigns for inactive contacts
Digital Marketing
- Campaign management (Facebook, Instagram, LinkedIn and Programic GeoFencing)
- Display ad creation and management
- Video ad production and placement
- Local services ads setup (Google Guaranteed)
- Keyword research and targeting
- Ad copy and creative development
- Budget management and optimization
- Ad scheduling and dayparting
Print, Mail and Event Marketing
Engage prospects through traditional channels with our customizable print materials, direct mail campaigns, and event marketing support, including postcards, invitations, and seminar marketing tools.