Social Media Tips For Insurance & Accountants

Snoozzy Inc. offers all of its members weekly training webinars & tips on how to utilize social media to grow their firms and agencies. To become a member go to www.snoozzy.com and signup for the free trial.

Monday, April 7, 2014

Improving Your Agency Website Tips

I always find it amazing how passionate Insurance Agents can be about “Selling by Price”. Basically this means agents always seem to get really mad when you even infer that selling by price should be a strategy they consider.

Listen I am very against selling by price, in my opinion it’s about building an agency brand. It’s about building something professional that your clients are going to refer to other people. It’s about building a tradition of high end insurance service excellence. This means in your physical office and online with your agency website.

The problem I find is that same guy who went berserk on the phone when talking about his frustrations with growing his agency, is the same guy that has the agency website that has zero branding.
That’s the website that has the “Generic” About Us section on the site.
The site where they slap your logo on it and say here is your new insurance agency website.

So here are my “What Should Be On Your Agency Website Tips”
-         - Who runs the company
-          -What does the agency specialize in
-          -Why is the agency unique
-          -If interested how to take the next step with your agency
-          -Company history
-          -Staff information (if they talk to the consumer)
-          -Active Social Media Presence
-          -Testimonials from top clients

The above information isn’t even insurance specific, in my opinion it’s business 101 common sense to have on any business website.

Shoot me an email if you want a free review of your current agency website! We will tell you what we would do to improve it.

Ken French
President

973-607-1916 Ext 1

Thursday, February 20, 2014

The Classic Impulse Over-reaction

We find that we get a lot of phone calls from insurance agents and agencies that have recently gone to the “Annual Convention”. At these conventions one of “Key Speakers” usually tries to impress the crowd with a lot of web and social media buzzwords and general concepts that most of the crowd pays attention to.

The problem is, most of the attendees understand the concepts are very important but really lack the hands on experience on how the technology, social media or website concepts can really be implemented to actually help them and their agencies.  

So what ends up happening is the insurance agent overreacts, out of fear and impulse spends a lot of money and ends up with new technology that is impressive….. but has no real value to help their agency and insurance model.


Our point is this….. Technology is a lot like the old “Gold Rushes”. Once the public starts to hear about it the gold is already long gone and the “rush” moved to a new secret location. If you want your agency to be successful with technology you can start with being more hands on. The best education is trial and error. This will allow you to make better long term decisions. 

Monday, December 16, 2013

Health Insurance Technology Chaos


As most of you must know by now two of the biggest insurance companies in the USA (when it comes to individual & family Health Insurance) recently announced that all sales must now come via their “Coded Online Broker Enrollment Links.” That they would no longer be taking paper applications.

Basically what this means is, to sell these carriers you need a website. You also need to login to these carriers broker portals and create your own quoting & enrollment link. Which is free and takes about 1 minute. Then you can either send the consumer to your site or go there with them and enroll them.
Supposedly this was announced about 4 weeks ago to every broker and General Agent across the country by these 2 carriers.

Funny thing is, last week I received four phone calls from four different insurance agencies. I honestly didn’t know anyone of them as they weren’t my clients. All of them said basically the same thing.

“We have been following you on LinkedIn for a few years. We know you used to be a General Agent and we were hoping you could explain what it means to get “enrollment links”. We have reached out to the carriers and our GA and we can’t get any answers that make sense.”

Long story short, I had to teach all four how to login and obtain these links, plus all four of those agencies needed websites built to house the links, which we took care of. But I think the point of the story is how chaotic it is out in the health insurance world. I am not going to sit here and rip the GA’s and the Carriers. But what I am going to do is suggest every agent and agencies start to realize that it’s survival of the fittest moving forward. You can’t expect anyone to guide you or be proactive when it comes to teaching you technology and industry changes that you need to know.

You need to look in the mirror and understand you have to be accountable for all of this stuff moving forward. No one is going to help you, they have their own problems.

I mean how many sales you can make if you don’t have the ability to make a sale. I would say that’s something worth 10 minute of your day to learn and setup.

Ken French
Ken@snoozzy.com
www.benefitstore.net
973-607-1916 Ext 1