Campaigns in a Box
Insurance campaigns in a box that help your agents sell more
Give your agents everything they need to run a strong campaign: emails, handouts, social images and step-by-step instructions, all written and designed around one timely theme. Ready to personalize and launch.
Client example · 4-week campaign
Selling life insurance for women
- Week 1Why do women need life insurance?
- Week 2How much life insurance do you need?
- Week 3Five ways to use life insurance
- Week 4Choosing the right policy
- Advisor guide
- Email templates
- Client handouts
- Worksheet
- SUMO postcard
- Social posts
Created for a life insurance carrier’s advisors. Compliance-approved and evergreen. See the campaign
Why campaigns in a box
Give agents the sales tools they need to become top producers
Experienced agents are retiring, and the industry needs new producers to step up. But a newly licensed agent often struggles to get started, sees weak results from early marketing and may question their career fit. When your agents succeed, your organization succeeds.
-
New agents ramp faster
A ready-made campaign gives new producers a confident start and early wins.
-
Experienced agents save time
Even top producers don’t have time to build sales materials from scratch.
-
Your message stays consistent
Every agent shares accurate, compliant, on-strategy content.
What’s in the box
One-shot or multi-week campaigns
Quick win
One-shot campaign
A focused campaign agents can launch in an afternoon.
Example: life insurance for Valentine’s Day
Includes
- An email template or sales letter agents can personalize
- An infographic or handout to attach or print
- Two to four social media images
Sustained push
Multi-week campaign
A broader campaign, typically about four weeks, broken into weekly sub-themes.
Example: “Make your mark,” a four-week campaign that educates and empowers women to protect their legacies
Includes
- A campaign theme divided into weekly sub-themes
- An advisor guide with step-by-step weekly instructions
- Weekly emails, handouts, postcards and social posts
What a complete campaign can include
Everything agents need, ready to use
Each campaign is built around what your agents actually do each week, so nothing is left for them to figure out.
-
Advisor guide
Campaign goals, weekly game plan, marketing strategies and talking points, all in one place.
-
Email and letter templates
Personalizable messages for each week, with simple instructions for customizing and sending.
-
Client handouts and worksheets
Printable, emailable resources like a needs worksheet or “ways to use” guide that start conversations.
-
Client story profiles
Relatable personas that show how people like your prospects use your products.
-
SUMO postcards
Oversized postcards agents can customize, print and mail, with a print partner recommendation.
-
Social posts
Ready-to-schedule posts and graphics for each week of the campaign.
-
Follow-up outreach
Scripts for calling prospects who opened or clicked, so interest turns into appointments.
-
Internal buzz
Ideas like sales incentives and team kickoffs that get producers excited to participate.
-
Downloadable kits
Every week’s materials packaged for easy download, ready for compliance review and built to stay evergreen.
Client example
Make your mark: life insurance for women
A four-week campaign that helps a life insurance carrier’s advisors educate and empower women to build their legacies with life insurance. Each week has its own goal, communication template, client handout and social posts, all packaged for download.
- Week 1: Why do women need life insurance?
- Week 2: How much life insurance do you need?
- Week 3: Five ways to use life insurance
- Week 4: Why OPTerm is the best choice
How we build it
From theme to launch
-
01
Pick a theme
A clear focus that makes every piece feel cohesive.
-
02
Work out the game plan
Campaign length, number of pieces, how they fit together and step-by-step instructions.
-
03
Develop the materials
Varied, visual pieces with eye-catching graphics and strong statistics.
-
04
Generate excitement
Launch emails, a blog post and a landing page that get agents ready to use it.
Theme ideas
The possibilities are endless
Holidays, seasons, customer segments and current events all make great campaign themes.
- Valentine’s Day life insurance
- Halloween “scary stats”
- Life Insurance Awareness Month
- Open enrollment
- Hurricane season prep
- Tax season
- Women and financial protection
- Self-employed and gig workers
- Millennials and young families
- Employee wellbeing
- Traffic safety
- Small business protection
Built for carriers, FMOs and IMOs, wholesalers and networks, and any organization that depends on individual agent success.
Which organizations should offer a campaign in a box?
Carriers, FMOs, IMOs and wholesalers can all benefit, especially organizations that depend on the success of individual agents.
What sales tools should a campaign include?
Visual, easy-to-use tools: customizable and printable sales letters, customizable prospecting emails, social media images, printable or emailable client handouts and infographics, and product information.
What makes a good theme?
Campaigns can be structured for any client niche, industry or insurance line. If producers need to sell a product to a specific audience, a campaign-in-a-box can provide every tool they need, conveniently and cohesively.
Should the campaign carry our branding?
It depends. Your organization wants brand awareness, but agents often prefer unbranded materials they can make their own. If agents won’t use branded materials, the campaign won’t help anyone, so weigh that risk. Co-branded or customizable options can be a good middle ground.
Related services
Pair campaigns with
Infographics and visual content
Handouts, social graphics and carousels agents will want to share.
Explore visual contentEmail marketing
Prospecting and nurture emails agents can personalize and send.
Explore email marketingHelp your agents win more business
Book a call to talk about your agents, your products and the season ahead. We’ll recommend a theme and build the box.