4 Useful Tools to Help You Gain More Clients
Building up a book of business is a key part of accomplishing personal goals as an independent insurance agent. The challenge is determining the right tools to reach out and connect with a potential client. By identifying the tools that help with personal goals, individuals can focus on the specific tools while limiting the use of alternate solutions.
1. Social Media
Roughly 46 percent of individuals using the Internet look at social media when making decisions about purchases. By integrating and using social media accounts as part of brand recognition and building up a book of business, an independent agent encourages individuals to consider his or her services.
- Create a social media account and keep it up-to-date with the latest industry news
- Connect with current clients and allow their friends, family or online contacts to find out more about insurance agent services
- Allow clients to comment about personal services on the social media pages
By creating content, an agent obtains the trust of potential clients and encourages them to reach out when they need a new insurance policy.
2. A Website
Building a website is an online tool to help generate interest in insurance and the services an agent offers. Every business needs a website to connect with potential clients. It is not necessarily difficult to set up a website due to the large number of different free tools available for the purpose, but an agent must set up a blog or a website to keep up with client preferences and goals.
Focus on creating content for the website rather than setting up the details. Work with a simple online tool to create the actual website to limit the complexities and develop a user-friendly online presence.
3. E-Mails or Newsletters
Newsletters are a strategy that uses online or physical tools to reach a target audience. Although it is primarily focused on current or existing clients, an agent can send out a newsletter through the mail to local residents or use an e-mail system on a website to send out the newsletter to any interested party who requests the information over the website.
Focus on providing relevant information about the insurance industry, things to watch for in a policy or similar stories in the newsletter to encourage potential clients to consider an agent’s services. Limit advertisements in the newsletter, since it focuses on providing information.
4. Direct Contact with Potential Clients
Direct contact with individuals means taking measures to talk to a client or potential client in person. Reach out during local events by setting up a booth or talk to others during a party. Get involved with the community and meet individuals directly. By talking to the person, an agent gets a feel for their goals, interests, and passions. The active knowledge about the individual allows an agent to connect with the person on an individual level.
Setting up a book of business requires a combination of physical and online tools. By using online tools, an agent builds up a sense of trust. The physical tools reach out to a larger audience or a targeted local area. By combining both strategies, an agent builds up a book of business for long-term goals and success.
Contact Eagle Insured Advisors to find out more about becoming an independent insurance agent.
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