Not all companies are the same. But if you are a marketing professional catering to customers, these 5 things will grow your brand and your business in 2023.  

Let’s start with a basic understanding of how a professional wins.

  1. They get most of their business from referrals. In many situations, they’ve been working with the family for years, and when the children start graduating from college and go out on their own, they will get their business as well.
  2. Their customers are fairly loyal. So long as they trust the officer, and if they have a situation that is handled properly, they are likely to have kept that customer relationship for years.
  3. While a lot of business is moving to the online companies, the customer / professional relationship can help retain the customer in spite of all the ducks and lizards online telling customers to switch.

Now that we have the basic assumptions, let’s define some questions that many marketers are struggling with today;


  • scale their local business?
  • retain the business that they have?
  • cross sell other products?
  • build and maintain trust in their local markets?

The 5 ways to answer all your questions and make your marketing team the hero

In a digital world, online reputation is the number 1 way buyers establish trust with a brand. Customer satisfaction and confidence are key to policyholder loyalty and new business for most companies. The first part to creating confidence is an outstanding experience, the second is accurately capturing and sharing those experiences everywhere, in real time, based on the moments that matter. 

Here are 5 reasons you should be using an experience management strategy to capture customer sentiment and power better online reputation.

1. Powering your reputation starts with harnessing the voice of your customers

Turning the voice of your policy holders into an online referral engine is key to helping every agent win and grow in their local markets.

You can build up an almost hands-free system that prompts your clients to gather real time feedback, while the customer is still engaged and the data is still actionable, with a reputation management system like

Positive comments are redirected to third party reviews sites for publication, while negative comments are sent back to the agent for special handling to address problems and their own self assessment. This can act as a getaway to newer customers, since data says that 84% customers trust online reviews as personal recommendation.

2. Online search engines rank algorithmically

Capturing and sharing your customer’s voice is essential to establishing brand trust. But it’s not the only way a brand must build confidence and win locally to be found as the right solution.

Online search is competitive. A good SEO strategy just isn’t enough anymore either. Google’s online search algorithm is constantly changing and based on hundreds of factors (they keep the full list locked away). But there are 5 major things that make up the majority which marketers should know in order to optimize and win.

  • 1 Managed Business Profiles: Every location and professional should claim and manage their Business Profiles. This should be accurate and actively managed from the top-down. For larger companies, a solution, like, can help you do this in bulk and create the best impact. 
  • 2 Link Signals: Internal and Inbound links are both important signals to Google when ranking your pages.
  • 3 Review Signals: Of course! Getting your customers writing reviews for your company on Google (and other third-party review sites) is valuable for several reasons, including keyword matches, location trust, replying and more.
  • 4 On-Page Signals: If your site location or about or any other business information doesn’t accurately reflect what you claim that you do, that’s a red flag to Google. Functionality, security and accuracy are all important on site signals.
  • 5 Citations Signals: Your structured citations, mentions of your business on websites and business directories, should be correct everywhere. In addition, you also must manage unstructured citations, being listed on high authority and industry-specific sites will help you earn credibility and trust from Google. 

3. Real time improvement can only happen with real time data   

According to the Oracle CX Trends in financial services 2020 report, 33% of professionals in that sector surveyed can’t use their CX data strategically in real-time. 

Two out of three use technology from multiple CX vendors, making it difficult to capture sentiment and omnichannel experience data. Also, data deficiency makes personalized experiences hard and there is often a lack of understanding of past interactions.

4. To activate an automated and agile strategy, you need to invest in the right partnership  

Spending marketing dollars to power initiatives like these is a complicated landscape to navigate. One partner will bring in high-powered consulting teams and sell you on all their customization and analytics. Another will show you their templates and reports. A third will sell you on their ability to manage your listings at scale. What you need is a flexible workflow engine that allows you to customize campaigns in real-time from one location.Then, share feedback from happy customers everywhere. You need to be able to send personalized messages to any customer, from any person, at any moment, with complete automation. And finally, you need actional data streaming from every channel, in real time. 

We offer FREE Online Reputation HealthChecks. Don’t wait to improve brand confidence, learn more about this quick and easy offering today.

According to the findings of a study, data-driven organizations are 23 times more likely to acquire more customers than their peers.

As the saying goes, data is king. Every day, new competitors enter the field, and each one of them possesses a wealth of data. However, only those who are able to turn this data into meaningful insights and apply them to their decision-making can turn it into a gold mine. 

5. CX transformation begins with employee behavior

Often, we conveniently displace EX when trying to improve customer experiences. But even more, we forget how engagement employee behavior can deliver on desired cx outcomes. 

The best customer experiences can be produced by encouraging the best employee behavior. Online reputation management for a business can be greatly influenced by tracking, evaluating, and rewarding user performance. 

We all enjoy winning, so our leaderboards at encourage friendly COMPETITION and creative staff rewards. Simultaneously, most of us are motivated by appreciation and approval. Our alerts and sharing tools provide ongoing encouragement and boost the EGO of the employees. Again, nobody wants to inform their boss of subpar work. Our mechanisms for escalation produce employee ACCOUNTABILITY right away. The strongest influence on behavior comes from paying for performance. To map CX into employee COMPENSATION, you can leverage APIs.

Use an employee-centered approach to building your feedback campaigns, and see your response rates, visibility, and CX results improve quickly.

Think globally, win locally, with ’s reputation management solutions. Manage every customer touchpoint, be found on top of search engines with business listings, use customer feedback to continually improve CX, and get chosen and endorsed with reviews creation and management!

Ready to Power your Company, Speak to our Experience Management Experts