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Getting Started

Before you begin marketing yourself and/or your business, you want to package and present your brand in a positive and unique way. Preparation and planning are key to creating advertising that works.

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Think for a moment about Tony Robbins and Oprah Winfrey. Each come from extremely humble beginnings; and yet, they have marketed themselves to being two of the most recognizable names in the world. You may be thinking that you don’t want or intend to ever achieve world-wide fame; however, what’s wrong with achieving a certain level of notoriety in your market? How many more insurance plans might you sell if you and your brand are instantly recognizable in your community?

Tony Robbins & Oprah achieved their legendary-status by 1) Knowing what they have to offer; 2) Setting specific goals; and 3) Enthusiastically and effectively communicating to their target audience. With a little education and guidance, you can achieve any goal you desire!



Personal Professional Assistance
Berwick Insurance agents receive the coaching and tools (including professionally designed ads) necessary to succeed. The Marketing Medicare WebEx gives you a sneak peak into the type of education, training and ideas we provide to our agents.


Marketing Templates
Berwick Insurance agents have access to hundreds of advertising templates and designs. Below are the categories of our unique marketing concepts available to our partners: (click category to see examples)



SEP Cards
SEP Flyers
SEP Rack Cards
Social Media Examples




Creating a Marketing Plan

Marketing is not a destination, it’s a journey that never ends. Although, that may sound terrifying to some, think about the ride you are already on. You own your own business and rely on commissions to support yourself and your family. To many, that idea is completely overwhelming; and yet, you’re doing it!

Vidal Sassoon once said, “the only place where success comes before work, is in the dictionary.” When you embrace the fact that marketing is as essential to your business as sales, the peaks and valleys of the journey become expected and manageable.

The following is a 4-step process to help you get your marketing road trip started!

01 Know Your Target

  • Who are you trying to reach? What do they look like? What do they do? What do they read? Where can you find them? When you’ve done your homework, you will be able to answer all these questions.

  • Often business owners and even marketers think that if you cast a wide net you will reach more people, but the opposite is true.

  • When you focus on your specific target, you will understand what motivates your target and can tailor your message to reach them.

02 Inform Target of Your Benefits

  • What do you want to tell them about your business? What do you want them to remember?

  • Tell them why they should buy your product or service.

  • Speak directly and be clear about your message.

  • Does your message pass the "so-what" test? If yes, move to the next step.

03 Craft a Strong Call to Action

  • Focus on what you want your prospects to do. What's the command or directive you want to give? Do you want them to call, email, come to an event?

  • Decide how you will measure your advertising effectiveness.

  • Be clear about what you desire and make sure it’s easy for your target to follow.

  • For example:
    • Is your telephone number clearly visible & big enough to read?
    • Does your inquiry form work?

  • Always test the process!

04 Measure, Review and Learn

  • Measure how much you spent on the campaign versus how many leads received or sales made.

  • Did the results meet your expectations? Why or why not?

  • Answering these questions will ensure your marketing is working for you and not against you.

  • Analyze the information to make future campaigns even more effective.