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Get-Market Blog | Digital Business cards | For Insurance brokers

A digital business card for an insurance broker?

Get-Market’s digital business card is a powerful marketing tool available to insurance companies and brokers nationwide. An insurance broker’s digital business card functions as a mini-website that smartly and efficiently promotes transactions by providing customers with easy access to all the necessary information about the insurance agency.

By making a strong first impression and building a relationship of trust before, during, and after a transaction, a digital business card can be an effective tool to attract and win more clients. In the upcoming article, we will discuss in detail the benefits of adopting a digital business card as a marketing strategy for insurance companies, brokers, and agents.

The rise in the insurance sector since 2020

In 2020, while most business owners faced unprecedented challenges, the insurance industry experienced remarkable growth. Many people were compelled to reevaluate their financial priorities due to the COVID-19 pandemic and the resulting economic uncertainty, leading them to prioritize aligning their insurance needs to protect themselves and their assets.

Health insurance was a significant priority, as the pandemic underscored the need for comprehensive coverage. With millions of people losing their jobs and other forms of financial support, mortgage insurance and other types of business insurance also became crucial to safeguard assets and maintain financial stability.

The increased demand for insurance products and services created a hot and interesting market, with numerous inquiries from clients looking for expert advice and guidance on their insurance needs. As a result, the insurance industry experienced significant growth, and service providers expanded their services to meet the rising demand.

However, the pandemic brought about several new challenges and uncertainties for the insurance industry. At the same time, it also created new opportunities for innovation and growth. As the world continues to adapt to the new normal, the insurance industry is expected to play a critical role in providing the protection and peace of mind that individuals and businesses need to navigate these challenging times.

“An insurance broker's digital business card functions as a mini-website that smartly and efficiently promotes transactions by providing customers with easy access to all the necessary information”

The challenge of finding customers in the insurance sector

Unlike other industries, such as real estate, insurance agents cannot rely on occasional transactions to survive. Due to relatively low commissions for customer care, insurance agents must work with a larger volume of customers to remain profitable.

Insurance companies and agents who fail to expand their customer base regularly will find themselves in trouble. This has led to the growth of an entire industry of companies that specialize in generating leads for insurance agents.

At Get-Market, we focus on educating insurance agents about smart marketing strategies that bring in new customers without the need to invest large sums of money in advertising. We believe that most insurance agencies, whether large or small, do not employ the right strategies to recruit new customers.

Before spending more money on advertising, there are some basic actions that every insurance agent should take to expand their customer base. These actions should have been implemented yesterday, and we are here to help you get started.

“At Get-Market, we focus on educating insurance agents about smart marketing strategies that bring in new customers without the need to invest large sums of money in advertising.”

Do you ‘like’ your insurance broker?

According to a poll conducted by the Centers for Medicare and Medicaid Services, it is not just health insurance companies that have a role to play in how people perceive their coverage and care. In fact, insurance agents can play a critical role in meeting patient expectations and driving satisfaction.

The quality of communication that clients receive from their insurance agents, as well as how well they feel their needs are being listened to, and how coordinated they perceive the care efforts to be, are all essential factors that contribute to client satisfaction. When insurers prioritize making consumers’ lives easier in terms of quality of care and coverage, while also keeping costs down, they are more likely to drive satisfaction and improve their business operations going forward.

As the insurance industry continues to evolve and adapt to meet the changing needs of consumers, it is becoming increasingly clear that insurance agents must take an active role in shaping the perception of their services. By prioritizing client needs and expectations, insurance agents can improve customer satisfaction, build trust and loyalty, and ultimately drive business growth.

Moreover, with the rise of digital technologies and tools, insurance agents can now leverage innovative solutions to streamline communication, improve care coordination, and enhance the overall client experience. By embracing digital tools such as social networks, online portals, and digital business cards, insurance agents can create a more seamless and convenient experience for their clients, while also improving operational efficiency and reducing costs.

In today’s competitive insurance marketplace, it is not enough to simply offer quality coverage and care. Insurance agents must also focus on delivering exceptional customer service and support to stand out from the competition and drive business growth. By prioritizing client needs and leveraging innovative digital tools and strategies, insurance agents can position themselves for success in the years to come.

“Insurance agents must also focus on delivering exceptional customer service and support to stand out from the competition and drive business growth.”

So what is the point of this whole story?

Acquiring insurance coverage can be a complex and confusing process, with many providers and brokerages to choose from. So, how do you determine the best option for your home, car, or life insurance needs?

Fortunately, the process is not as daunting as it may seem, as there are essentially two primary ways to obtain insurance. The first option is to purchase directly from an insurance company that sells policies to individual consumers. Examples of direct-to-consumer insurance providers include Allstate and TD Insurance. However, in this case, you would only have access to the insurance company’s products.

The second option is to work with an independent broker. A broker acts as an intermediary between you and multiple insurance companies, enabling them to offer you a broader range of products from various providers.

Many of us purchase insurance but rarely make claims, leading to the perception that our money has been wasted. Furthermore, some insurance companies have been reported to shirk their responsibilities and mistreat their clients, adding to the perception that the industry is unreliable.

However, it is important to note that negative publicity can affect any profession, not just insurance professionals. Plumbers, mechanics, lawyers, and marketers are just a few examples of professions that have suffered reputational damage in North America.

The differentiating challenge

In the highly competitive world of sales, it can be difficult to make a lasting impression on potential customers. While there may be many companies vying for their attention, it is important for sales professionals to remember that their primary goal is to build a relationship with their customers and help them achieve their goals.

One of the biggest obstacles to building these relationships is the perception that salespeople are simply out to make a sale and do not have the customer’s best interests at heart. To overcome this perception, it is important for sales professionals to be authentic, approachable, and knowledgeable about their products and services.

In addition, the best way to build trust and establish a long-term relationship with customers is to focus on providing exceptional service. This means taking the time to listen to their needs and concerns, providing them with personalized solutions, and going the extra mile to ensure their satisfaction.

Another key factor in winning over potential customers is demonstrating a deep understanding of their industry and unique needs. By doing research and staying up-to-date on industry trends, sales professionals can position themselves as experts in their field and offer valuable insights and advice to their customers.

At the end of the day, the most effective way to win over new customers is to focus on building genuine, lasting relationships based on trust, respect, and a shared commitment to success. By prioritizing the needs of their customers and providing exceptional service, sales professionals can set themselves apart from the competition and earn the loyalty and trust of their clients.

“The best way to build trust and establish a long-term relationship with customers is to focus on providing exceptional service.”

Recruit clients using your digital business card

As we strive to address customer concerns, it is essential to focus on building trust and establishing a connection with potential clients. To achieve this, our digital business card offers numerous features that cater to their needs and preferences.

Firstly, our digital business card is custom-designed by our studio, keeping in mind your insurance agency’s brand image. We understand that customers seek professionalism and quality service, which is reflected in your business card. Even if you do not have a logo or branding yet, our team will create a professional and impressive digital business card that can leave a lasting impression on your clients.

Secondly, we ensure that the digital business card is focused and concise, with no irrelevant or lengthy text. Customers can quickly grasp the essential information they need in seconds, without feeling overwhelmed. We understand that people have limited attention spans and appreciate clear and straightforward communication.

Thirdly, our digital business card does not contain any sales pitches or cheap gimmicks. We recognize that customers are tired of being sold to and bombarded with advertisements. Therefore, we provide relevant information without pushing products or services. Our primary goal is to establish a connection with potential clients and understand their needs, which can be achieved through a phone call.

Fourthly, our digital business card builds confidence and trust by providing readily available contact information. As an insurance agent, you are not geographically limited and can work with clients from all over the country. Providing your address, cell phone number, social media links, email, and business phone number reassures customers that you are not hiding behind anything, making it easier for them to trust you.

Lastly, our digital business card represents a professional and organized company that prioritizes customer convenience. By providing all relevant information in one place, we make it easier for clients to reach out and engage with you. This simple act of making information easily available can be the difference between gaining or losing a customer’s trust.

In conclusion, our digital business card is an excellent tool for building trust and rapport with potential clients. By prioritizing professionalism, clarity, and convenience, we aim to leave a lasting impression and pave the way for a fruitful and satisfying business relationship.

"Your digital business card offers essential information to the customer without pushing products or cheap gimmicks. Keep the "pitch" to your phone call with the customer."

Building Trust with Customers through Your Digital Business Card

Establishing a personal connection with potential clients is crucial for gaining their trust and making them feel comfortable working with you. A great time to share your digital business card is immediately after your first interaction with the customer, whether it’s a phone call or a meeting.

At the end of your conversation, regardless of how the customer initially reached out to you, be sure to share your digital business card. This provides a platform for the client to learn about your professional background, the services you offer, and additional contact information.

When a potential customer receives a professional and well-designed digital business card directly from you, they perceive it as a statement of professionalism and appreciate having all the necessary information laid out in an easy and convenient manner. Without access to this information, customers may be hesitant to proceed with a business deal.

Don’t rely on the customer to search for your contact details on social media or search engines. Sharing your digital business card after every initial contact with a client can significantly increase your conversion rates over time.

“Make sure to share your business card after every initial contact with a client, and you will notice a significant increase in conversion rates over time.”

Using your digital business card with existing customers

In today’s world, customer service is a prime opportunity to create a successful and efficient marketing strategy that can drive business growth. You interact with your clients in various settings, and after every interaction, make sure to share your digital business card and ask for feedback. If they are happy with your service, encourage them to share your digital business card with their friends and colleagues.

Word-of-mouth marketing is a powerful tool, and a satisfied customer recommending your services to others can be extremely valuable. By providing excellent customer service and making it easy for customers to refer you to others, you can quickly expand your client base. In addition, it is a good practice to send a short follow-up message to all clients who received service from you recently, thanking them for their business and reminding them of your digital business card.

By combining effective customer service and your digital business card, you can create a simple but effective marketing system that can help you grow your business over time.

“By combining effective customer service and your digital business card, you can create a simple but effective marketing system.”

Face-to-face interactions with cold leads

As an insurance agent who schedules meetings with cold leads, you may have experienced the initial skepticism of the client that says, “Who are you, and what do you want from me?”

To put yourself in their shoes, imagine their perspective. The person on the other end may not know who they’re supposed to meet or what you look like, and there may be times when they’re busy with other things when you unexpectedly arrive.

So what can you do?

It’s highly recommended to ease the client’s mind before the meeting and provide a brief introduction, so they don’t see your face for the first time when you show up at their door. By allowing them to see your face and learn a few details about you beforehand, you’ll notice that their initial skepticism changes to a smile, starting the meeting on the right foot.

Here’s how you can do it:

When you receive a meeting request, send the client an email, SMS, or WhatsApp message with the following template (or any variation you choose to use):

“Hi [Client Name], we’re scheduled to meet on Tuesday at 10:00 a.m. I’ve attached my digital business card for your convenience. Please feel free to contact me directly if you have any questions.”

Don’t forget to sign your name and include the URL of your digital business card.

Try this approach for a few weeks, and you’ll see the difference it makes.

“By allowing them to see your face and learn a few details about you beforehand, you'll notice that their initial skepticism changes to a smile.”

Use your digital business card in mailing lists

In addition to email, using a WhatsApp distribution list can be a great way to communicate with your clients. This free tool allows you to send personalized messages directly to your customers’ WhatsApp accounts.

However, it’s important to use this tool wisely. Sending too many messages or irrelevant content can make customers feel bombarded and annoyed. Be sure to provide relevant and engaging information in your messages.

Sending “Happy Holidays” greetings can be a nice touch to remind customers of your business in a positive way. Don’t forget to include a link to your digital business card at the bottom of the message, so that customers can easily contact you if they need to.

Automatic email signature

You likely send numerous emails each day, but did you know that this routine task can generate even more exposure for you if done correctly? Emails are sometimes forwarded, giving your message more exposure, and this is often the point at which a potential customer first sees your digital business card. By adding a link to your digital business card at the bottom of your email signature once, you can take advantage of this opportunity.

Make sure to include the link in all of your email communications, even those that might seem inconsequential. Every email you send is a marketing opportunity, so don’t miss out on this simple yet effective way to get your business card in front of more people.

Effectively draw potential customers at an affordable price

In the insurance industry, acquiring new clients and expanding your customer base is essential, and a digital business card is a fundamental marketing tool for any brokerage or insurance company. By effectively utilizing your digital business card, you can attract new customers and save money on unnecessary advertising.

Rather than spending excessive amounts on advertising, leveraging your digital business card can help you close deals with the leads you generate through strategic use. As digital business card experts, we specialize in creating high-quality, professional cards tailored to your organization’s needs.

Contact us now to learn more about our services and receive a personalized quote.

"As digital business card experts, we specialize in creating high-quality, professional cards tailored to your organization's needs.”

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