Using Facebook in your insurance agency

1. Using
In Your Insurance Agency

2. Facebook has over 350 million
active users around the world.
Your clients and business
associates are on it.
You should be too!

3. Facebook is about
connecting and maintaining
relationships

4. Isn’t that the business
you are in?

5. There are two sides to
Facebook:
Personal and Business

6. Think of the personal side as your
“online backyard barbeque”

7. Think of the business side as your
“online connection” to clients,
friends, and your community

8. Use
In Combining Personal
with Business

9. First Question
Should Policyholders be your
Facebook friends?

10. Only if you were to invite them
to your backyard barbeque.
Some you would, but most you
wouldn’t.

11. You have policyholders whom you
consider to be personal friends.
They would be invited to your BBQ.
And they should be your friends on
Facebook.

12. As Facebook “friends”, you now can
interact with them anytime and
anywhere.
More importantly you will become
aware of their life “events”:
Births-Marriages-Promotions-Deaths

13. Here’s an example of how
an Insurance agent
might use Facebook on the
personal side

14. A client, and friend, has updated
their status on Facebook that
they lost their job

15. As their friend and insurance agent…

16. You could proactively review their
policies and billing options to see
where money could be saved in this
transition period

17. As their friend and advisor, you could
reach out to them with your
recommendations.
And then ask about their 401K and
their health insurance.

18. Without the instant knowledge
Facebook provides, you might not
become aware of this situation until
their next policy review, or worse…
when their bill wasn’t paid!

19. You now have the ability to
interact and react in new ways
that your competition can’t!

20. Can they interact?

21. Here’s an example…
On a Sunday morning an insurance agent
posts on Facebook about digging out from last
night’s snow storm. Within 20 minutes of the
agent’s post, a client asks a question…

22. And later that same day….

23. Real Time!
Real Relationships!

24. You may not have the best price,
but you can have the best
Relationships!

25. In addition to maintaining
relationships, insurance
agencies are also building
Facebook
“fans”

26. Does your Agency have fans?
The Vaughn Agency does

27. As you can see by their website, they are “real”
and they are “interactive”
www.govaughn.com

28. The Features of the GoVaughn Website

29. Whether you are currently on
Facebook or thinking about
it, here’s some things to
consider…

30. Use Facebook to…
Educate, Promote, and Engage!

31. Educate
• Safety Tips
• Law Changes
• Seasonal Advice

32. Promote!
• Your Community
• Your Community Involvement
• Your Clients
• Your Agency Events

33. Engage
By getting fans!

34. Get Fans by…!
• Obtaining email addresses
• Find out which clients are on Facebook
• Ask them to become a Fan
• Give them a reason to be a Fan

35. And Last…
• Don’t Sell! It’s social networking, not social marketing
• Be Fun!
• Post regularly (once a week)
• Don’t over-post (intrusive)
• Pay attention! Log-in daily to monitor
• Use caution with posting personal view points

36. Don’t sit on the fence
and watch your clients go by

38. For more information

39. Kevin Dorgan 800-646-1386
kevin@dorganconsulting.com