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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. 

2 people shaking hands and another holding a child

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. 

3 people exchanging cards

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. 

mobile phones

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

Häufig gestellte Fragen

Wenn Sie Bedenken haben, keine Sorge - wir sind hier, um Ihnen alles zu erklären, was Sie wissen möchten. Lassen Sie es uns Ihnen erklären!

  • Eine digitale Visitenkarte, auch bekannt als elektronische Visitenkarte oder virtuelle Visitenkarte, ist eine Möglichkeit, Kontaktinformationen schnell und in Echtzeit zu teilen und zu speichern. Über die Kontaktinformationen hinaus können sie mit verschiedenen Designs und interaktiven Elementen angepasst werden

  • Sie können Ihre Kontaktinformationen sowie Links zu Ihren sozialen Netzwerken und Kommunikationskanälen, personalisierte Links und Buttons sowie Videoinhalte einfügen. Sie können auch die Farben Ihrer Karte ändern und ein Avatar und ein Titelbild hinzufügen.

  • KADO bietet eine kostenlose Version an, in der Sie Ihre digitale Visitenkarte von oben bis unten erstellen können, einschließlich Links zu sozialen Netzwerken, Buttons und Videoinhalten. Nur Farbdesigns sind Teil der bezahlten Stufen.

  • Jede digitale Visitenkarte von KADO hat einen angehängten QR-Code, den Sie in Ihrer App auf dem Austauschbildschirm oder im Web-App-Profil finden können.

  • Es gibt viele Anbieter von digitalen Visitenkarten, aber KADO bietet viele Vorteile:

    • KADO ermöglicht die Integration von Videos und personalisierten Buttons und Links, auch in der kostenlosen Version
    • KADO bietet viele Integrationen, auch native, wie HubSpot, Salesforce und Dynamics
    • Wir ermöglichen Ihnen, Ihre digitalen Visitenkarten vollständig zu gestalten, indem Sie alle Ihre bevorzugten Farben und das Firmenlogo hinzufügen
    • KADO ist bereit für Unternehmen mit komplexen Organisationsstrukturen.
  • Alle Daten sind verschlüsselt und durch Firewalls in AWS ohne öffentliche IP-Adresse geschützt, und wir bieten rollenbasierte Zugriffskontrolle innerhalb Ihres Unternehmens. Außerdem sind wir SOC2-zertifiziert und entsprechen der GDPR.

  • Ja, KADO ist für Unternehmen mit mehreren Büros und Teams konzipiert. Kontakte, Notizen und andere Informationen können leicht innerhalb der Organisation geteilt oder eingeschränkt werden. Schließlich verfügt KADO über eine schöne Admin-Oberfläche zur Verwaltung aller Aspekte des Kontos.

  • Derzeit sind NFC-Karten nicht öffentlich auf der Webseite gelistet, können aber auf Anfrage angefordert werden.

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