Effective Strategies for Membership Development and Engagement

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Implementing a variety of tactics is crucial for successful membership development and engagement. Rather than solely focusing on numbers, involvement opportunities, goal setting, contact lists, recruitment tools, and welcoming new members can significantly enhance the overall membership experience. By charging dues, setting challenging yet achievable goals, maintaining communication lists, utilizing recruitment tools, and making new members feel welcomed, organizations can foster a sense of belonging and drive sustainable growth in membership.


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  1. Membership Development: It s Not all About Numbers It s About Involvement

  2. Indiana YAC Membership Committee Employ this committee to: Set Goals Illustrate Importance of Membership Carry Out Projects, Recruit Members, etc. Get More Involvement Opportunities Note: Makeup of Committee is Majority Company/MGA People

  3. You Charge DuesReally? $25 Annual Membership Fee Charged to Both Voting Members and Associate Members Generates Some Revenue Main Reason: Creates Buy-In Members Have Skin in the Game

  4. Goal Setting is Imperative Indiana YAC Currently 262 members Increased Our Members by 19 in 2011-2012 (from 243 to 262) Meet at Beginning of Each Year to See Where We are Number of Members Set Challenging, Yet Achievable Goals (for 2011-2012, Indiana YAC Set Goal of Maintaining 250 members) Provides Base Line and Evaluation Point for What We are Doing

  5. Membership/Potential Member Contact Lists Everything Done Via Email Indiana YAC Maintains Contact Lists for Both Active, Dues Paying Members and Potential Members Allows for Cleaner Line of Interaction With Current Members Annually Run Query of IIAI Database for Individuals Under Age of 38 for Potential Members Provides Targets for Recruitment Key To Recruitment Activities

  6. New Member Recruitment Tools Employ a Multi-Pronged Approach Centerpiece Indiana YAC Membership Flyer Direct Email to Potential Members (under age 38 database) Call Center Contact Agency Principals Company & MGA Field People Contacts Discounts to Events Get New People in the Door

  7. Making New Members Feel Welcome IMMEDIATELY! Welcome Packet Sent Within Three Days of Joining Welcome Letter from Membership Committee Chair Lapel Pin Indiana YAC Membership Certificate Recognized at All Events New Member Reception at 2012 Indiana YAC Conference

  8. Member Retention Association Management 101 Says: It is easier and less expensive to retain an existing member than recruit a new one. Give as Much Bang for Membership Dollar as Possible Show Value of Being a Member and INVOLVED! Networking and Educational Events (price breaks for new people and first time attendees) Regular Interaction Newsletters, Blast Emails, Social Networking, Committee Participation, IIAI Feature Stories on YAC, IIAI Leadership Interaction

  9. Charter Members Created New Membership Category Any Industry Employee Over Age 41 Pay $15 Annually Receive Our Materials Allows Veteran Agents to Stay Involved 21 Indiana YAC Charter Members See the Guy Standing on the Far Left of this Photo? Former IIABA Chairman Mike Miley Indiana YAC Charter Member

  10. Contact Us Feel Free To Contact Us Any Time Steve Duff, IIAI Indiana YAC Staff Liaison (317) 824-3780, ext 208, duff@bigi.org J. Patrick Roe, Arlington/Roe & Company 2012-2013 Indiana YAC Membership Committee Chair (317) 554-8642, proe@arlingtonroe.com Indiana YAC Website: www.indianayac.org

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