[Free Resource] Generational Marketing Template for Life & Health Insurance Agents

Download this free marketing template to better understand each generational segment of your audience—send the right message to the right contact at the right time!

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Connect with the right people at the right time. 

77% of email ROI (return on investment) comes from segmented, targeted, and action triggered campaigns.1

Using a marketing persona template, you can discern who your audience is and better understand their interests and needs for life and health insurance coverage. You can then separate them into demographic categories with messaging that is personalized and targets exactly what they want.

This way, you'll be able to send the right message to the right contact at the right time. Not only can this improve conversion rates, but it can help boost retention and referrals, as well for your insurance agency.

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What is a persona?

Hubspot defines persona as: "a semi-fictional representation of your ideal customer based on market research and real data about your existing customers." Be as specific and detailed as possible when defining your personas to improve your odds of conversion.

What is included in my free download?

You'll receive both a PDF and Word Document of the generational marketing template. Print out as many copies as you like and distribute them to your team so everyone can work off the same information.

How do I use this template?

There are two parts to the template: the filled in portion with information about the generational group and the blank portion for you to use. Use the information provided, then work with your team to decide how you'll target each group.