Marketing to Millennials, ACOR Event

© 2015 Agency Revolution, All Rights Reserved
Selling Insurance InThe Millennial Age: 
WhyThey Can't Be Ignored and 
HowYou Can Be the Insurance Source 
ofTheir Choice

Vision
Business insight on
how important this
demographic is 
to your future.
Insight on 
Why they buy... 
What they love... 
What they hate.
Tactical, repeatable
actions to help 
you win them into 
your business.
To give agents and brokers:

Obstacles
STOP

Personnel who don't "connect"
to the millennial.
"Feel" of the shop.
Obstacles
STOP
Old School, Everything.

Lack of insight on what makes
them tick.
Obstacles
STOP

Marketing messaging that 
turns them off.
Obstacles
STOP
INTERRUPTION advertising
doesn't work!

Obstacles
STOP
Bigger than Boomers.
83 Million, US alone.
Values mature as 
lifestyle matures: 
Cars, Homes, 
Children, Businesses.
Underestimate their power.

No formal commitment to earn
their business.
Obstacles
STOP

Transformation

Transformation
Deeper Understanding of this
Critical Demographic.
Wisdom:

Transformation
The First "Digital Natives.”
Connected and Social.
Global Unrest and Recession. 
Wary of "Old Order”.
Two Major Forces.
1.
2.

Transformation
All the same.
Eliminate myths.
But effective generalizations 
can me made.

Transformation
Price is all that matters. 
Will pay premium for 
brands they love.
Eliminate myths.

Transformation
To Earn the Heart andWallet of
the Huge Millennial Generation.
7Ways

TheyValue Social Networking.
1

95% claim that their friends are the most
credible source of information about
products and services.
Their opinion is highly influential and will
influence their parents, as well as their peers.
Community is such an important social
value, they place a higher than average
value on being“liked.”
http://www.shoutlet.com/blog/2013/07/marketing-to-millennials-three-powerful-stats-on-engaging-the-most-important-consumer-generation/
95%

ACTIONS:
Be Connected,
a MILLENNIAL level of connected.

Invite them to participate in your 
Referral Program.

Make yourTeam Page fun & fascinating.
2nd most visited page.

Invite them to participate in your Online
Reviews Campaign.

Like them!
Show your appreciation.
From theWelcome Campaign forward.

They Refuse to be Passive Consumers.
2

AddValue.
Don’t be a
commodity broker.
Help them be
smarter.
Explain insurance.

CSR Report Card system.
Email to survey: Seek their opinion.
I’d LikeYour Opinion

They value experiences in the
product relationship.
3

Tell them your STORY. 
Don't sell,Tell.
Use video. Delivers human voice and face.

Invite your millennial Raving Fans to tell their story.
Invite a handful of them to the office toTALK.

Authenticity Rules!
4

Human-to-Human marketing.
Be Real
Be Remembered Be Relevant
Human to
Human
Marketing
Tell your story
Share your values
Don’t hide behind“brand”
Add value
Nurture throughout lifecycle
Know your customer
Use video
Communicate frequently
Entertain, inspire, educate

Human-to-Human Marketing
Deliver nurturing
messages once a month.
Add value in every
communication.

Create Community
5

Host community events:
- eCycling Day
- Shredding Day
- Safety Day
Be engaged in your community.
Blog about it.

Support their communities.

Don't Present with OldTechnology!
6

If it's not“Responsive Design”, you're turning off
and missing half your traffic.

YOU should control your site. 
Not your webmaster!
Upload:
‣ Video
‣ Articles
‣ FAQ's
‣ Blog
‣ Any Content

Blog enough.
Even if Google is the only reader.

Answer questions millennials will have.
Have your CSRs and producers create 
a list of questions.

When Appropriate, Hire Millennials.
7

Let them be millennials.
If you're not committed to modern technology,…

…you won't attract a modern team.

The
Plan
5
Point Action

Point Action Plan.4

Once and For All, Decide.
1
When you try to sell, they'll look at your book.
“How old is your customer base?”

Use modern technology.
2Use marketing automation that connects to your agency/
broker management system so you can COMMUNICATE
Responsive DesignWebsite
(Look at your site on your mobile phone)

Download slides now… FREE.
3
agencyrev.co/millennialsinsurance

Meet withYourTeam. 
Make a Plan.
(Don’t do it all yourself!)
4

What clients say...

Marketing to Millennials, ACOR Event

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