insurance agents and facebook
DESCRIPTION
Using Facebook in your insurance agencyTRANSCRIPT
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
