Tips for Personalizing Insurance Outreach
The Argument for Being More Social
Recent research by Accenture shows that 77% of customers are willing to provide usage and behavior data in exchange for lower premiums, quicker claims settlement or tailored coverage recommendations.
Knowing your customers better makes you and your insurance agents better at providing custom quotes. Win over more prospective insurance clients by offering personalized discounts that can help reduce what they pay in monthly premiums.
In order to provide custom insurance quotes, insurance agents must know more about a prospect. In order to come to conclusions about prospective and existing insurance clients, agents must combine customer profiles with transaction histories and social media data.
The Case for Personalized Insurance Quotes
The relationship between an insurance agent and a customer isn’t all business. Relationships between agent and client must be personal in order to retain clients in an ever competitive landscape. Being there for your client doesn’t mean the same thing it used to. As we become ever more digital, the services we provide to clients must also become more tech savvy.
Today’s insurance customers communicate via multiple platforms and devices. This includes online, mobile email and social media. Insurance company owners and agents must leverage these new platforms in order to stay competitive. Not only is it vital to adjust communication methods, but it’s also important to adjust outreach and insurance lead nurturing strategies.
How Insurance Agents and Companies Can Get More Personal
Get to know your clients by engaging them on social media. It’s important to build out a strong social and digital profile where clients and prospects can learn more about your business. Build brand trust and loyalty by being active on social media. Share tips relevant to your clients through social, and boost for engagement. Having insurance agents who are social and tech savvy will be increasingly important in the new landscape.
Ask consumers on your outreach lists about their preferred methods of communication, and make sure they’ve fully opted in to receiving your communications. Utilize different methods of communication including texting. Use email marketing platforms like Marketo that allow you to personalize your email marketing communications.
As the insurance landscape evolves it’s important to stay on top of trends including personalization in order to close more insurance deals, and retain more clients.
Contact Parasol Leads for high quality insurance leads today.