Skip to content

Who Should I Target?

By Valerie Pope

Having a shiny new Cole X-Dates subscription can kind of feel like parking a brand new sports car in the driveway. Sure, it’s exciting to know that you can go places (and quickly), but it can be a little intimidating if you haven’t quite figured out where you’re going to take it.

To start off, let’s get some general direction. In the same way that sports cars are made for long, flat stretches of open road, Cole X-Dates is best when you get hyper-local. Sure, you can do bigger searches (like zip code), but you’re going to get so many results, it’s a little bit like purposefully driving your Ferrari into rush hour traffic.

Instead, since Cole X-Dates is designed to give you real, personal information, it’s better to start specific, rather than general.

To help you out, here are some suggestions for developing great targets for your marketing:

Your favorite client’s neighbors.

We can pretend we don’t have favorite clients, but we all know that’s not true. You know the one I’m talking about: loyal customer, doesn’t nickel and dime you about their coverage, understands the value of the product, and set up auto-pay right there in the office.

Start with their address and pull up their street or neighborhood. Maybe there are more great fish in that particular pond.

The client you want.

Because you know your city, you know that neighborhood where the houses are more expensive, they drive nice cars, and they have discretionary income to spend on recreational vehicles. Most people drive by and think about how nice the houses are. You drive by and see “multi-policy family.”

It’s time for you to go after that neighborhood. Pull it up in Cole X-Dates and either create a radius search, or just draw in the neighborhood and pull up your list. Introduce yourself to your new best clients.

Your backyard.

Do you ever wonder how many people drive past your office to get to their insurance agent’s office? Since trust is so important in insurance, your proximity can be a huge advantage. Maybe your neighbors kept their old agent when they moved across town, or maybe they’ve become less satisfied with their old insurance. Either way, they don’t need to look any farther than their friendly neighborhood agent.

Search the radius around your office (or your own home!) and remind your neighbors that you’re not just a click away, you’re just a few steps away too!

It’s time to take your fancy new sports car out for a test drive! Use the three open roads above to find the scenic destinations you’ve been looking for.

Go farther, faster with your Cole X-Dates subscription.


A man smiling at his computer

Call Cole Information for a free demo or contact us online!


It only takes a few minutes to see how we can help you maximize your prospecting strategy!

A man smiling at his computer

It only takes a few minutes to see how we can help you maximize your prospecting strategy!

Cole Information