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Marketing templates

Use these templates to help make your marketing more productive and cost effective.

Broker Marketing Plan

Broker Create

Designed to save you time and money, our Broker Create tool lets you create professionally presented communications, personalised with your brand logo, contact and registration details. Templates include:

  • Seasonal newsletters –  providing hints and tips on how to prevent falling victim to the common seasonal challenges
  • Commerical Lines – creatively designed templates, specifically aimed at 7 individual types of commercial insurance
  • Newsletters templates – already formatted for you to add content and issue to your clients either by email or in print

Call script

Giving you a helping hand with structuring your outbound calls, you can use our sample call script to get you started:

When looking to develop a prospect list, telemarketing can help with capturing valuable data such as renewal dates and contact details.

Note: Always  check you are complying with regulations before starting your calls.

Direct mail content

In addition to our templates in Broker Create, we also have the following four templates with content for you to use in Direct Mail and Email Marketing:

Each letter template uses a slightly different approach, giving you content you can work with to create a compelling letter that captures your prospect’s attention.

Customer satisfaction survey

Insight from customers is invaluable when looking to understand how you can improve  your service, develop your products or enhance your proposition. Use this guide to decide how to approach your Customer Satisfaction Survey.

100 templates

Within our Broker Mentor site we have over 100 templates for you to draw on, including agency briefs, website evaluators and  timing plans to name but a few! They’re all here for you to download as and when you need them.