insurance agents and facebook

Using

In Your Insurance Agency

Facebook has over 350 million active users around the world.

Your clients and business associates are on it.associates are on it.

You should be too!

Facebook is about connecting and maintaining

relationshipsrelationships

Isn’t that the business you are in?

There are two sides to Facebook:

Personal and Business

Think of the personal side as your “online backyard barbeque”

Think of the business side as your “online connection” to clients, friends, and your community

Use

In Combining Personal with Business

First Question

Should Policyholders be your Facebook friends?

Only if you were to invite them to your backyard barbeque.

Some you would, but most you wouldn’t.wouldn’t.

You have policyholders whom you consider to be personal friends.

They would be invited to your BBQ.

And they should be your friends on Facebook.

As Facebook “friends”, you now can interact with them anytime and

anywhere.

More importantly you will become More importantly you will become aware of their life “events”:

Births-Marriages-Promotions-Deaths

Here’s an example of how an Insurance agent

might use Facebook on the personal sidepersonal side

A client, and friend, has updated their status on Facebook that

they lost their jobthey lost their job

As their friend and insurance agent…

You could proactively review their policies and billing options to see

where money could be saved in this transition period

As their friend and advisor, you could reach out to them with your

recommendations.

And then ask about their 401K and And then ask about their 401K and their health insurance.

Without the instant knowledge Facebook provides, you might not

become aware of this situation until their next policy review, or worse…their next policy review, or worse…

when their bill wasn’t paid!

You now have the ability to interact and react in new ways

that your competition can’t!that your competition can’t!

Can they interact?

Here’s an example…

On a Sunday morning an insurance agent posts on Facebook about digging out from last night’s snow storm. Within 20 minutes of the

agent’s post, a client asks a question…

And later that same day….

Real Time!

Real Relationships!

You may not have the best price, but you can have the best

Relationships!

In addition to maintaining relationships, insurance

agencies are also building

FacebookFacebook

“fans”

Does your Agency have fans?

The Vaughn Agency does

As you can see by their website, they are “real” and they are “interactive”

www.govaughn.com

The Features of the GoVaughn Website

Whether you are currently on Facebook or thinking about

it, here’s some things to consider…consider…

Use Facebook to…

Educate, Promote, and Engage!Educate, Promote, and Engage!

• Safety Tips

• Law Changes

Educate

• Law Changes

• Seasonal Advice

• Your Community

• Your Community Involvement

Promote!

• Your Clients

• Your Agency Events

Engage

By getting fans!

• Obtaining email addresses

• Find out which clients are on Facebook

Get Fans by…!

• Ask them to become a Fan

• Give them a reason to be a Fan

And Last…• Don’t Sell! It’s social networking, not social marketing

• Be Fun!

• Post regularly (once a week)

• Don’t over-post (intrusive)

• Pay attention! Log-in daily to monitor

• Use caution with posting personal view points

Don’t sit on the fence

and watch your clients go by

For more information

Kevin Dorgan 800-646-1386

kevin@dorganconsulting.comkevin@dorganconsulting.com