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Insurance, Digital business cards

Digital Business Cards for Insurance Agents

May 11, 2022
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If you’re a professional, a student, or starting your family, everybody needs insurance, whether dental, health, life, disability, or liability. However, with a myriad of Insurance agency options, the average person does not know where to go or who to contact to get the best rate unless they spend hours researching. That’s where insurance agents come in, and their primary roles are to connect with potential prospects and provide them with the best quotes and recommendations to give them the best choice based on their particular needs. 

With that being said, networking is essential to help insurance agents close sales and expand their client base. There are two types of insurance agents, the memorable ones who often get calls from prospects who need assistance and the ones who are easily forgotten and never get calls back. Every face-to-face first interaction starts with a staple marketing tool: a business card. However, in a world with technology at our fingertips and modern marketing tactics, to take traditional business cards a step further is going digital—with a digital business card for insurance agents. 

Benefits of going with digital business cards and profiles

Are you an insurance agent looking for ways to stay on top of your client list and increase conversions faster? Here are the excellent benefits of utilizing digital business cards for insurance agents. 

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No lost communication and Increased Conversions 

Digital business cards for insurance agents never get stashed away in pockets or wallets. Frequently, traditional business cards are easily forgotten, creating a barrier to communication. So not only are you eliminating the need for paper, you’re allowing your prospect to keep your contact details on their electronic devices, where the average person spends most of their time. According to LinkedIn, digital business cards average four views per share versus a tangible business card. In addition, your prospects will never have to search for your contact details and easily reach you on all your platforms. This means better chances of increasing your conversions. 

More Information in one place 

KADO’s digital business cards for insurance brokers have powerful capabilities that allow insurance agents to add necessary information to their contact details beyond a name and a number. Such as LinkedIn information, past achievements, work experience, website, notes, and more! 

It takes your business card up a notch with flair.

The most promising aspect of insurance agent business cards is the ability to customise them to your heart's content. Digital business cards have hundreds of designs that can reflect your personality and business core values with a touch of flair. 

In addition, a digital business card itself is enough to show your prospect that you’re on top of the latest digital trends, giving you that competitive advantage in the insurance industry. 

Seamless and organic communication 

Insurance agent business cards are a great way to break the ice. It allows you to seamlessly give out your contact details without being overly pushy without any hard-sell jargon. Furthermore, by presenting your digital business card, you’re letting your prospects know they have an easy way to reach you when they need you the most. 

You’ll never forget important contacts.  

There are many prospects and potential partners you’ll run into during networking events, and let’s face it; it’s hard to keep track of all the business cards and connections you’ve acquired. KADO is your personal contact manager by effortlessly storing your contacts in one centralised platform. The days of manually sorting through countless business cards post-event are over; KADO helps you stay on top of your relationships by importing your Outlook meetings, contacts, and emails quickly and securely. 

Retention

Successful retention strategies are achieved through impactful relationship-building tactics. Clients and prospects value insurance agents that see them beyond a sale or number. They appreciate personable connections. Reading between the lines and taking down essential details allows you to showcase your proactive listening and communication skills while letting your prospect or client know they are significant. 

KADO provides insurance agents with an intelligent note-taking feature that helps you keep track of important contact information. For insurance agents, you have the option to add details such as appointment dates, customer pain points, budgets and preferred insurance plans. 

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You and your prospects will never have to forget about any introduction again. 

As professionals, who manage teams, workloads and appointments, it’s not uncommon to forget a business card, or there’s a possibility that you’ve run out. Insurance agent business cards

conveniently allow you to carry your contact details and connect with potential prospects wherever you may be. At KADO, we help you skip the long wait for your business card to get printed and tedious design processes. The possibilities of a digital business card are endless in terms of designs and customisation. Making the switch to digital is a cost-efficient way to help you increase sales, build deeper client relationships and stay on top of your contact list. The quality of your first introduction will never be compromised. Utilising modern-marketing techniques with KADO allow you to stay ahead of the competition and leverages the way you sell insurance. x§

Get early access and learn how you can leverage the power of modern marketing by requesting a demo. 

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Take your insurance agent networking strategy forward by watching these  networking tips. 

Frequently Asked Questions

If you are hesitating, do not worry - we are here to explain everything you might want to know. Let us help!

  • A digital business card is a modern, virtual way to share your contact details instantly using QR codes, NFC, or a simple link. Unlike traditional paper cards, a digital business card allows you to update your information in real-time, add interactive elements, and reduce environmental waste.

  • Your digital business card should contain your full name, job title, company, and essential contact details such as email and phone number. You can also add social media links, communication channels like WhatsApp or Calendly, custom buttons, and even video content. With KADO, you can fully customize your card’s design, including colors, company branding, and avatars, ensuring a professional and engaging digital presence.

  • Yes! KADO offers a free version that allows you to design your card from scratch, add links, and share it digitally with ease. The free plan includes essential features, while advanced customization options such as color themes and premium integrations are available in paid tiers. You may create your digital business card for free here..

  • Every KADO digital business card automatically includes a QR code that can be scanned for instant sharing. You can easily find your QR code in the app under the "Exchange" screen or access it through your web profile. If you want to learn more about creating a QR code business card, visit our website.

  • There are many options, but KADO stands out due to its unique features and enterprise capabilities:

    • It supports video, personalized buttons, and links—even in the free tier.
    • It integrates natively with HubSpot, Salesforce, and Microsoft Dynamics for seamless contact management.
    • It offers full design customization, including colors, logos, and company branding.
    • It is built for enterprises, offering advanced security, role-based access control, and an admin dashboard for managing team-wide digital business cards.

  • Absolutely. KADO takes security seriously by using encrypted cloud storage, restricting access through role-based permissions, and ensuring there are no public IPs that expose your data. Additionally, KADO complies with industry-leading security standards, including SOC 2 and GDPR, to protect your business and personal information at all times.

  • Yes! KADO is built with enterprises in mind, offering solutions tailored to businesses of all sizes. It provides centralized contact management, team-wide card distribution, and role-based permissions to ensure that sensitive company data remains protected. Administrators can also use a user-friendly dashboard to manage employees’ digital business cards efficiently.

  • KADO offers NFC-enabled digital business cards that allow you to share your contact details instantly by tapping your card on any NFC-compatible smartphone. Unlike traditional business cards, these NFC cards eliminate the need for scanning QR codes or manually entering contact details. You can request your NFC Business Card directly through our website.

  • No, KADO works seamlessly on both mobile and desktop browsers, allowing you to share your contact details without requiring an app. However, for enhanced functionality, KADO also offers a mobile app where you can store your card in an in-app wallet, quickly access your QR code, and share your card even without an internet connection.

  • You can share your KADO digital business card in multiple ways, making it easier to connect with others. The most common methods include displaying your QR code for scanning, sharing your unique link via email or text, or using an NFC-enabled card. The best part is that your recipient does not need an app to receive or save your contact details.

  • Yes, KADO offers seamless CRM integrations to enhance your workflow. KADO CRM integrations include HubSpot, Salesforce, and Microsoft Dynamics, allowing you to sync contacts and track interactions automatically. Additionally, KADO supports Zapier, enabling integration with over 100 other tools, making it an excellent fit for businesses that rely on automation.

  • Yes! If you have saved your digital business cards in your mobile wallet or as widgets on your device, you can still share your contact details even without an internet connection. This ensures that you are always ready to network, whether you are at an event, on a plane, or in an area with poor connectivity.

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