Insurance agent tools

More Efficiency for Maximized Marketing Returns 

Have you found yourself pinching and splitting your marketing dollars at the end of the year? Do your marketing results seem inconsistent? Are your strategic goals being met?

Our marketing budget template was explicitly created to help independent insurance agents!

Download our free marketing budget template to plan your marketing costs better and quickly analyze the return on your marketing investment.

• Record your strategic goals and align them with your marketing activities.
• Identify and track your short-term and long-term goals.
• Plan and track expenses on a micro and macro scale.
• Assess and better manage your cash flow by noting when expenses may occur.
• Quickly determine your marketing ROI by analyzing expenditures by campaign type.

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