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.

Friday, June 27, 2014

Technology Your Insurance Agency Should Have Today


Below is an overview on what we feel the top insurance agencies are doing when it comes to website and social media setup and strategy. If you feel you are behind in the game contact us for a free consultation.

P&C Agents & Agencies (Your Website Should Allow Your Clients The Option To)
-File a Claim Online Via Carriers Site
-Make a Payment Via Carriers Site
-Request A Certificate
-Take online Defensive Driving Class

 
 
Life & Health Agents & Agencies (Your Website Should Allow Your Clients The Option To)
-Quote or Enroll any individual medical and voluntary products
-Compare term insurance products and rates (via a rating engine given to you by IMO)
-Have an educational section on healthcare reform

General
-Should now have video testimonials from clients (written ones now deemed worthless)

Social Media
-Should have a Facebook, LinkedIn & Twitter page setup for agency
-Should have at least 55% of your book of business following you
-Should be posting 5x’s a week (balanced content strategy)

Ken French
973-607-1916
Ken@snoozzy.com

Tuesday, May 20, 2014

Pre-Written Message on LinkedIn

When you connect with someone new on LinkedIn, it makes a lot of sense to have a "Pre-written" (thanks for connecting) message to send out to them. The key to this process is making sure you can do it quickly and efficiently.(You could be sending out 5 a day!)

So to summarize
You connect with someone new on LinkedIn
You go and TAG them into a folder in LinkedIn
You then copy and paste your "Pre-written Message" to them using the LinkedIn Messaging tool.

Below is an example of a Pre-Written Message
I just wanted to thank you for connecting with me. I am the president
of Bob’s Insurance. Our main focus is Home, Auto and Life Insurance.
You can visit our main agency site at www.bobsinsurance.com or call
me directly at 987‐654‐2222 for a free consultation. Feel fee to tell me
a little bit about your business and the types of clients you’re looking
for? I will do my best to send them you’re way.

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

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