Affluent "Dream 500" List of Insurance Prospects
The data scientists at Analytics, Marketing, and Growth (The AMG Team) know all of the ways to produce net-new revenue for insurance agencies and this is an important one to include in your marketing and sales effort. We call it the "Dream 500", because it is a list of households which possess ALL of the right combination of attributes which indicate a family that spends a minimum of $10,000 in annual insurance premium.
Here are the attributes we procure:
- Live in a married household with children
- Their home is valued at a minimum of $500,000
- Their annual household income is a minimum of $350,000
- College graduates and often postgraduate school, such as MBAs, doctors, entrepreneurs, and C-Suite professionals
- High net worth indicates a minimum of $2,000,000
- Age range of the parents is between 40-65 years old
- Geography is as close to your insurance agency's location as possible to reach 500 of your top revenue producing clients. If your agency is in a major city or the suburb of one, then your prospects will likely live within 1-3 miles from your office.
You purchase this specialty list and we load it into your InsureForce Sales CRM system or other customer relationship management system your office uses. We assign it to your new business development team members by providing them list views to contact by phone. We add the list to your digital and traditional marketing campaigns. And we provide your sales team with the phone call, email, and texting scripts that work best to convert this audience into new, high value customers!