How it works
MyNameFlow has automated the entire process of creating an e-mail marketing program for Agents. We’ve simplified every step. Once you’ve launched, the program runs continually in the background and helps to nurture your names. Here is how each step works to make things easy for you.
- Expand your Initial List of Names
- Nurture Your Names
- Expand your List of Names Monthly
- Engage Your Names
MyNameFlow allows you to automatically upload all your contacts through your e-mail program. This works the same way as Linkedin or Facebook. However, we go beyond your address book and also upload names from your last three years of sent e-mails. Most people have more names in their e-mails than in their address book. Leveraging this allows you to significantly expand your initial prospect list.
Once we complete the upload, we present the names to you and you choose who to include in your e-mail newsletter. This is a simple pick list so you can complete the process quickly.
We take all the names you selected and send them an e-mail from you letting them know you’re adding them to your monthly newsletter. Then we send your names a new newsletter every month. It’s set it and forget it. We do all the work.
The newsletter is from you and includes your name, picture, contact information and company. The newsletter includes a brief introduction from you and a series of personal finance articles that we select using trending analysis. We make sure we’re sending relevant articles to your names so you get the best engagement. The e-mail newsletter will keep you top of mind with all those names so they’re more likely to come to you when they consider buying Insurance.
Also, by sending your names a monthly e-mail, we make it really easy for them to send you referrals. When someone asks if you know a financial professional, if you don’t have the information right in front of you, you’re much less likely to remember to send them the referral later. However, if you have a monthly e-mail with contact information that you can easily forward from your smartphone, you’re much more likely to make the referral.
Every month we upload any new names from your address book and sent e-mails. Then you choose who to add to your newsletter. There is a rule of thumb that it takes ten names to get three meetings and close one sale. What happens to those other nine names? While they didn’t buy right away, many of them will buy in the future. We want to make sure you get the sale when they are ready to buy. That’s why it’s so important that you remind them that you’re an Agent. By automating the upload of names you’ve e-mailed, we make it easy for you to identify who is a prospect. You just choose from a pick list. We’ll keep you top of mind with those names until they’re ready to buy.
Every month, we will send you an e-mail with a list of names who have clicked on an article in your newsletter. This is a good indication that they are thinking about their personal finances and may be open to a conversation. You can use this list to engage the right name at the right time. You can also go on the website at any time and see the most recent list of which names have clicked on an article.
In addition, we take your names and identify when they have life events. We let you know when they get married, have a new baby or buy a house. Research shows consumers are more open to buying financial products around these life events. We want to give you this information so you contact the right name at the right time. We may not have life event information on all your names, but we’ll send you a monthly list of whatever we find. This list is always available and up to date on the website.