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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. 

Preguntas Frecuentes

Si tienes dudas, no te preocupes - estamos aquí para explicarte todo lo que quieras saber. ¡Déjanos ayudarte!

  • Una tarjeta de visita digital, también conocida como tarjeta de visita electrónica o tarjeta de visita virtual, es una forma de compartir y guardar información de contacto de manera rápida y en tiempo real. Más allá de la información de contacto, pueden personalizarse con diferentes diseños y elementos interactivos

  • Puedes incluir tu información de contacto, así como enlaces a tus redes sociales y canales de comunicación, enlaces personalizados y botones, y contenido de vídeo. También puedes editar los colores de tu tarjeta y añadir un avatar y una portada.

  • KADO incluye una versión gratuita donde podrás crear tu tarjeta de visita digital de arriba a abajo, incluyendo enlaces a redes sociales, botones y contenido de vídeo. Solo los diseños de color forman parte de los niveles de pago.

  • Cada tarjeta de visita digital de KADO tiene un código QR adjunto, que puedes encontrar en tu aplicación, en la pantalla de intercambio; o en la aplicación web de perfil.

  • Hay muchos proveedores de tarjetas de visita digitales, pero KADO ofrece muchos beneficios:

    • KADO permite integrar vídeos y botones personalizados y enlaces, incluso en la versión gratuita
    • KADO ofrece muchas integraciones, incluso nativas, como HubSpot, Salesforce y Dynamics
    • Permitimos diseñar completamente tus tarjetas de visita digitales, añadiendo todos tus colores preferidos y el logo de tu empresa
    • KADO está preparado para empresas con estructuras organizativas complejas.
  • Todos los datos están cifrados y protegidos en AWS con ninguna dirección IP pública, y ofrecemos control de acceso basado en roles dentro de tu empresa. Además, estamos certificados SOC2 y cumplimos con GDPR.

  • Sí, KADO está diseñado para empresas con múltiples oficinas y equipos. Los contactos, notas y otra información se pueden compartir o restringir fácilmente a través de la organización. Finalmente, KADO tiene una hermosa interfaz de administración para gestionar todos los aspectos de la cuenta.

  • Actualmente, las tarjetas NFC no están listadas públicamente en la web, pero puedes solicitarlas bajo demanda.

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