How Do We Help Independent Insurance Agencies Maximize Business?

Insurance Agency Round Out Strategies

Recommend and implement high performing “round out” strategies

It’s no surprise that rounding out is paramount to an independent agency’s success. Conceptual Minds has helped agency principals implement digital strategies that simplify and supercharge the process while helping them reach an average of 4 policies per customer in order to maximize revenue and retention

Evaluate current marketing channels and recommend latest solutions

Independent Insurance agency owners are regularly bombarded with a large number of marketing related platforms. As a stakeholder, it is tough to thoroughly understand the value of each program and channel while operating your day-to-day business effectively. This is where Conceptual Minds team comes in and evaluates your current marketing channels. We separate the positive ROI channels from the negative ones so the shop holder can maximize investment in ones that are providing the best results. Additionally, we commonly recommend tried and tested channels that provide value but may be unique to the insurance industry.

Best Insurance Agency Solutions
Insurance Agency Marketing Plan Creation

Create A Customized Marketing Plan That Puts Your Agency On Path To Success

The Insurance industry is changing quickly and independent agencies need to pivot quickly to remain competitive. The Conceptual Minds team leverages its experience to create a game plan that sets up your agency for success.

Improve Efficiency To Maximize Profits

With increasing competition, it is paramount that agency owners find a way to get more out of their current resources. Conceptual Minds experts have already identified several methods by which our clients can improve efficiency immediately within their organization. In addition, we work with your agency’s key stake holders to identify and implement opportunities that are unique to  your agency.

Insurance Agency Efficiency

We Offer A Variety of Services To Suit Every Need


Think of your agency website as a face of your business. Do you like what you see?

Conceptual Minds understands that your website can serve a variety of purposes including providing credibility and reputation, lead generation, revenue generation, customer support, etc. In order to create a website that exceeds your expectations, we take the time to understand your brand, business goals, target customers and any existing pain points.

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It’s the 21st century and there are many ways to promote your business online but none are as reliable as Email Marketing.

A recent study* revealed that 91% of consumers check their emails every day! This number is far higher than the number of people who use Facebook (the most popular social network).

Not all customers are alike. While many marketers value the ability to instantly reach thousands of people, the most effective use of email is through narrowcasting – crafting targeted messages and directing them to a specific audience.

By doing so, your insurance business will be harnessing the true power of email marketing, and using it as the superb customer acquisition and relationship building tool that it can be.

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Search Engine Optimization

Most business owners understand the importance of having a website, however your website is meaningless if your potential clients never reach it. Search Engine Optimization (SEO) is the process of making a business found and ranked higher in search results on search engines such as Google, Yahoo, Bing, etc.

Don’t get lost in the crowd.

Achieve greater visibility through our highly strategic, white-hat, geo-targeted SEO process.

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PPC Management

Looking to expand your customer base, generate more leads and increase sales?  Then a PPC Campaign is likely a good solution for your organization.

PPC is an internet advertising model used to direct traffic to a company’s website or phone center. It is one of the fastest ways of generating targeted visits.

Effective PPC campaigns require in-depth industry & platform understanding along with on going KPI analysis. We understand that typical search engine PPC marketing can be quite expensive and may not fit every agency’s budget. However, there are other platforms where PPC strategy can work very well and for low budgets. Don’t let a novice provide your business with sub-par performance.

Our experts are here to help!

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A small change in website conversion rates can mean a significant revenue fluctuation. Is your website performing at its best?

Achieving successful audience engagement and high conversion rate requires a thorough grasp of technology, user experience and general marketing principles.

Our experts are well versed in all of these areas and they are ready to help you optimize your agency website and help you meet and exceed the expectations.

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The best way for your business to grow, thrive and succeed is to cultivate a solid plan for your insurance agency.

Creating an overall business strategy requires a solid understanding of your target market, your competition, the business landscape in your operating areas, and the internal workings of your own organization.

Conceptual Minds helps independent insurance agencies at every stage of their life cycle – whether a start-up or an established business – by developing custom strategy through collaboration with internal stakeholders.

Our team is ready to help your business construct a strategy that sets up your business for success for years to come.

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The story of your agency is being told on the internet everyday by your customers and employees. Your prospective customers are reading this story to determine if they should do business with you.

Don’t let others craft an image for your business. Instead, be proactive and take control of your online reputation.

Let Conceptual Minds help you manage your reputation by controlling the conversation!

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Branding is a very important aspect of any business. It serves as an image of your company and sets an expectation for your customers and employees.

A logo serves as a foundation of your brand and your website, as well as all other marketing materials communicate your brand.

Conceptual Minds regularly assists insurance agencies with their branding. If you are wanting a new, high-caliber logo, print collateral such as brochures, sell-sheets, or high-quality animation videos at a reasonable price then look no further.

Contact us today!

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McLean Insurance Agency Marketing Case Study

Our insurance agency marketing consultants are currently assisting McLean Insurance Agency – a leading DC area independent insurance agency – in becoming a leader in their industry. We have successfully helped them achieve operational efficiency, improve current customer engagement rates and maximize round out opportunities.

Service Provided

  • Marketing Plan Creation
  • SEO Strategy & Implementation
  • Employee Efficiency Opportunity Identification
  • Website Optimization
  • Email Marketing & Automation Strategy & Implementation
  • Social Media Pay Per Click Implementation & Management

Key Successes

5x Avg. Email Open Rates
Digital Survey Launch
72 Hrs/Month Saved
Our highly trained team of professionals was going fairly unnoticed in the business community and we needed a change. Conceptual Minds developed a comprehensive strategic marketing plan that has unveiled the professionalism and experience my company’s advisers posses to the insurance buying public.

They updated and customized our website, created a blog, developed an email renewal reminder process and much more. I would highly recommend Taran’s team to help your business become more professional as well as to promote your company to your customers.

Doug Megill - CEO, McLean Insurance Agency, Inc.

Our Insurance Agency Consulting Experts Are Here To Help You Supercharge Your Business

Through Creative Ideas, Experience, Technology & Customer Centric Approach

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