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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. 

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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. 

Questions Fréquemment Posées

Si vous hésitez, ne vous inquiétez pas - nous sommes là pour expliquer tout ce que vous pourriez vouloir savoir. Laissez-nous vous aider !

  • Une carte de visite numérique, également connue sous le nom de carte de visite électronique ou carte de visite virtuelle, est un moyen de partager et de sauvegarder rapidement des informations de contact en temps réel. Au-delà des informations de contact, elles peuvent être personnalisées avec différents designs et éléments interactifs

  • Vous pouvez inclure vos informations de contact, ainsi que des liens vers vos réseaux sociaux et canaux de communication, des liens personnalisés et des boutons, et du contenu vidéo. Vous pouvez également modifier les couleurs de votre carte et ajouter un avatar et une couverture.

  • KADO inclut une version gratuite où vous pourrez créer votre carte de visite numérique de haut en bas, y compris des liens vers les réseaux sociaux, des boutons et du contenu vidéo ! Seuls les designs de couleur font partie des niveaux payants.

  • Chaque carte de visite digitale KADO comporte un code QR qui se trouve sur votre appli, sous l'écran d'échange ; ou sous l'appli web profil.

  • Il existe de nombreux fournisseurs de cartes de visite numériques, mais KADO offre de nombreux avantages :

    • KADO permet d'intégrer des vidéos et des boutons et liens personnalisés, même sous la version gratuite
    • KADO offre de nombreuses intégrations, même natives, telles que HubSpot, Salesforce et Dynamics
    • Nous permettons de concevoir entièrement vos cartes de visite numériques, en ajoutant toutes vos couleurs préférées et le logo de votre entreprise
    • KADO est prêt pour les entreprises avec des structures organisationnelles complexes.
  • Toutes les données sont chiffrées et protégées par un pare-feu sur AWS sans adresse IP publique, et nous offrons un contrôle d'accès basé sur les rôles au sein de votre entreprise. De plus, nous sommes certifiés SOC2 et conformes au RGPD.

  • Oui, KADO est conçu pour les entreprises avec plusieurs bureaux et équipes. Les contacts, les notes et autres informations sont facilement partagés ou restreints à travers l'organisation. Enfin, KADO dispose d'une belle interface administrateur pour gérer tous les aspects du compte.

  • Actuellement, les cartes NFC ne sont pas listées publiquement sur le web, mais vous pouvez les demander à la demande.

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