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Digital Tools for Savvy Insurance Agents and Brokers

 The shift towards digital and direct insurance sales increasing competition for insurance sellers and making it difficult to secure new sales. While more and more insurance companies are adopting tech tools at a rapid pace, there is still a lot more to be done for insurance agents and brokers to win new insurance customers. They need to follow current digital trends to reach, connect and interact with modern customers whenever and wherever they want. 

Digital Tools for Savvy Insurance Agents and Brokers

Below we have listed some digital tools for savvy insurance agents and brokers to help them connect with prospective customers in the way that matters and help them stand out.

A robust online presence that attracts new leads

In this digital world, a mobile responsive and fast loading website is the base of a robust online presence. This means you must have a website that is easy to navigate and responsive as well. Thanks to the no-code solutions, you can create an insurance website easily with platforms like WordPress, Weebly, or Wix without having technical coding skills and expertise. Whether you sell life insurance, auto insurance, or health insurance policies, make sure to list your website in local business directories like Google My Business, Bing Places, and Yahoo business to appear in local searches. 

A CRM (customer relationship management) software

Since keeping a proper track of new leads, prospects and customers is important for insurance agents, investing in CRM software can help you do this efficiently. Customer relationship management software stores and organize data and information about your customers and leads at a place. As a result, you can better organize, analyze and personalize communication with customers to keep them engaged. This makes customer management and communication a lot easier to stay on top of leads and sales. Data available in CRM software can also be used to develop personalized marketing campaigns to promote insurance companies and services in the best way possible. CRM software contributes a lot in making the customer experience smoother and efficient for both insurance agents and customers. 

Cross-channel communication tools

Effective communication is one of the best ways to attract more customers. When it comes to connecting with leads and customers, insurance agents need to reach and connect with them in place they are already hanging on. This includes search results, emails, social media sites and direct messaging, etc. With a lot of digital platforms available for communication, developing a cross-channel communication strategy using advanced tools helps insurance agents reach and connect with customers using a single software or tool. By investing in a reliable cross-channel communication software or tool, insurance agents will be able to connect and communicate with customers without missing an important message, email, or social mention. 

Office organization solution

With more and more companies shifting to remote teams, insurance agents now need to make sure they can easily access all the business data, information, or details anytime anywhere. This is where an office organization software solution comes into play. A smart cloud-based office organization solution helps insurance agents get all the important data and information synced and accessible anytime anywhere. This allows them to accomplish a variety of tasks and jobs even when they are on the go. They are better able to perform from anywhere without facing barriers of time and location. This also keeps important business data safe and secure in case of the computer crash or any other unforeseen incident. Google Workplace and Trello are some of the best office organization solutions.

Read- The Best Life Insurance for the Millennial Generation

Social media strategy

Many smart insurance agents are already on social media sites like LinkedIn, Twitter to connect and engage with prospects and customers. If you are not doing so, this is the right time to get started by building a strong social media strategy. Make yourself available on different social media sites by creating profiles. This will provide you with the additional exposure to generate more insurance leads and sales to grow your business. Make sure to optimize all your social media profiles with authentic and accurate details & information. Keep posting fresh and informative content to keep your followers engaged. You can use tools like HootSuite to manage your multiple social media profiles on a single platform. This will help you save time and effort while maintaining consistency.

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