Deserved or not, many insurance agents often find themselves being pigeonholed into the stereotyped of the annoying, "you need more insurance," sales-focused Ned Ryerson character from the movie Groundhog Day.

People just don't understand the important work insurance agents do every day to help people protect their families. They don't understand the commitment many agents have to being socially responsible and contributing members of the local business community.

Sure, there are a few Ned Ryersons out there who foster that unflattering image. But for every Ned Ryerson, there is a Scott Campbell and an Yvette Holguin, and a Gregg Blanchard.

The Scott Campbell Agency in Waukesha, Wis., recently teamed up with Good Friend Inc. for a new charity campaign to raise awareness about autism and generate funds to help the organization teach acceptance of differences and foster empathy for students with ASD.

Holguin's agency in Arlington, Texas, recently volunteered to help with the Special Olympics Texas and is also raising funds for a local teen-ager battling a very aggressive form of childhood cancer.

Blanchard's agency in South Florida recently launched a new charity campaign to raise funds and awareness for the Stop Bullying Now Foundation.

Making a difference in their community

These are just a few examples of how a variety of small insurance agencies across the country are actively pledging their time and resources in an effort to make a difference in their community by becoming involved with charitable causes. Doing so helps them raise awareness not only for worthy causes, but also raises their own profile and helps them establish credibility within their community.

What the aforementioned agencies all have in common is they are part of a year-old program called "Agents of Change," created by Miami-based Agency Marketing Machine. AMM was founded by Jay Adkins, an Allstate agent who was looking for ways to consistently grow his agency by increasing client retention, bundling more policies and generating referrals. Adkins wanted to change the perception of his agency and insurance agencies in general while also finding a way to give back and become more involved in his community.

Adkins challenged and encouraged marketing expert John Tate to dive into the insurance industry, and then explore, test and prove out marketing tactics presumed successful within the industry. Tate took the plunge, and after two years of testing, the outcome was the discovery and development of a systematic platform of services designed to help agents build their business. A cornerstone of the process is the "Agents of Change" community cause program, where every 45-60 days, a worthy local cause—typically a child or family in need, a charitable event or a nonprofit, is identified and a campaign is launched by the agency to provide assistance. The net effect is that the promotion of these causes makes a difference within the agent’s community while simultaneously raising the perception of the agency to be far from that of "just another insurance agent."

Building bigger, better relationships with customers

It helps to differentiate the agency not only from the competition but also to distinguish it even from other types of businesses in the community. Simultaneously, the agent is able to build and deepen relationships with clients and raising awareness of the agency itself as well as the cause.

"We're really trying to make agents stand out above other agencies in their area, so they're not seen as just a commodity with set insurance prices," said Chris Parrish, senior account manager with AMM.

Parrish said more than 100 agents across the country are currently involved in the program. "It's all about really building bigger, better relationships with their customers and their community."

Here’s an example of the how the program works, via the Scott Campbell Agency. April marked Autism Awareness Month, and Campbell said they really wanted to make an impact in the lives of everyone in the community affected by Autism.

Group of volunteers

(Photo: Shutterstock.com)

Support community cause

"Good Friend Inc. is a wonderful organization and we are proud to be supporting them and learning through them about the acceptance of differences. We are committed to having a very successful campaign and one that will not only raise funds but create awareness at the same time," Campbell said in a press release announcing the campaign.

[Related: When giving means the world]

The insurance agency promotes a campaign like this over the course of a two-month period through its social media channels, email and text message communications, as well as through a monthly digital magazine, delivered to thousands of households in southeast Wisconsin, where the agency operates.

The e-zine is a monthly publication called Our Hometown that goes out digitally to an agency's mailing list, including some customized information surrounding the specific agency’s current charitable cause.

"As soon as you open that digital magazine, the first thing we talk about is that community cause to bring an awareness to that organization or family," Parrish said.

Amazing feedback

Word of mouth is also important in a campaign's success. "We actually coach the staffs to really talk about it with their customers," Parrish said.

Agents are also provided with "Agents of Change" T-shirts with their agency logo on it that they can wear when they go out and get involved in community service projects.

"We get a ton of amazing feedback. Once they go out and do [volunteer projects], they're always wanting more," Parrish said. "It's fulfilling for them. They can turn around sometimes after 60 days and deliver that check to that child, that family or to that nonprofit or cause."

Parrish says some of the Agents of Change might not have had a connection or ties to charitable organizations in their community, or lacked the direction needed to get involved. But they want to give back, and a program like Agents of Change has provided a blueprint for how to become an agent and a small business who really cares about and contributes to their community.

"As we all know, time is never on our side, and so we will actually help find those organizations for them. And then after they get started, you'd be amazed the ones that don't think they have any time at the beginning of the program—they’re the ones who are always identifying new causes," Parrish said. "It is a win-win situation for all."

Special Reports /

Everyone wins when insurance agents get involved in their communities

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