3. Today’s Objectives
1. Look at how social media changes selling
2. Share strategies for using the three major
social networks
3. Give you a solid game plan to build
relationships with your customers
4. What has changed?
• Your customers control your message
• Think “inbound” instead of “outbound”
• Focus on relationships instead of products
13. Facebook is “Friends and Family”
• Connect with friends (old
and new) and family
• Create a page for your
business’s F&F
• How can you help your
contacts socially?
14. Twitter is the “Cocktail Party”
• Follow people you are
interested in (for any reason)
• You’ll need to ‘tame the
firehose’!
• What information do your
followers find interesting?
15. LinkedIn is the “Office”
• Connect with co-workers,
referral sources and
customers
• Think “virtual resumes”
• How can you help your
contacts professionally?
16. Your Website is your ‘Home Base’
• This is where you can
promote yourself
• Connect your profiles to
your website
• People will come here to
learn about you
18. What Social Media ISN’T for
Insurance Agents: A place to pitch
• A popularity contest
• A place to broadcast your
marketing message
• The quick-fix, perfect-
cure, next big thing you
MUST DO
19. What Social Media IS to Insurance
Agents: A conversation.
• A low-cost way to develop
and strengthen
relationships
• A place to define the value
you bring to your
community
• A way to stay in peoples’
minds and build trust
20. Meet the Needs of Your
Community First…
…And Then Earn the Right to
Promote Your Agenda
25. 3/2/1 Example
1. What: life insurance
Get life insurance
Learn about life insurance
Tips for buying life insurance
Need a quote on life insurance?
26. Get life insurance
3 tips for saving for college
The 5 Stages of retirement
planning angst
Learn about life insurance
A tax to-do list
Contest to help start college
saving account
Tips for buying life insurance
Top 10 fastest growing home
markets
Are low interest rates a good
thing?
Need a quote on life insurance?
The Basics of Forex Training
3/2/1 Example
1. What: life insurance
2. Why: Protect families,
kids’ college, etc.
27. Get life insurance
10 Weekend Getaways in
Wisconsin
3 tips for saving for college
Evanston High-school Football
Schedule
The 5 Stages of retirement planning
angst
Evanston City Council
Approves New Farmer’s
Market
Learn about life insurance
Evanston Restaurants –
Spring Openings
A tax to-do list
Summer Travel – Camping
3/2/1 Example
1. What: life insurance
2. Why: Protect families,
kids’ college, etc.
3. Interests: Family,
regional travel,
Evanston info,
schools…
28. Focus on Building Relationships
Do:
• Connect with people
around their interests
• Talk about, promote,
and help others
• Find your voice and
your niche
Don’t:
• Just promote yourself
or push your own
agenda
• Flood the channel with
marketing messages
• Think your audience
cares about insurance
as much as you do
29. Key Takeaways
1. Social Media is a new way to market
2. Create accounts on Facebook, Twitter,
and LinkedIn
3. The is a conversation, not a broadcast
4. Use the 3/2/1 Approach to align your
content with your audience
30. Thank You!
• Questions? support@agentmethods.com
• Try our our insurance social media
platform for free: www.agentmethods.com
Editor's Notes
There’s TONS of hype on social media. People will tell you how many millions of people are on facebook, tweets per hour, and how it’s changing the world.
My goal today isn’t to give you more hype about social media. I want to give you a clear framework of how social media fits into selling insurance, and guide you on simple steps to get started.
Everyone is saying “insurance agents must be on twitter”, but nobody gives you the context of why. And the result is too many agents are jumping in and doing things TOTALLY wrong.
Let’s explore these in more detail. First, your customers control your message. This is a really hard thing for insurance companies to accept, I think agents understand it better because referrals are so critical. Anyway, let me show you an example of customers controlling a company’s message.
Here’s an example of your customers controlling your message. This is a snapshot of tweets this morning with the word “Carnival” in them. Carnival chose to focus on their bottom line instead of their relationships with their customers and they are going to pay a HUGE price.
Now, let’s look at what “outbound” marketing looks like
Most insurance agents are that are jumping onto social media are doing things the old way – broadcast or outbound marketing. The result is that there’s TONS of noise and very little quality. I want to give you a framework to do things different.
45k tweets, 1600 followers. But they aren’t really listening. You need to break through the noise by making real connections with real communication.
To understand this “outbound” versus “inbound” marketing a little better. Let’s take a look at a different industry for a second. I think by stepping away from insurance, we can get some perspective to understand the old way and the new way of marketing.
Selling insurance, you talk to your customers. You know who they are.
But imagine if you sold ketchup. You don’t ever see your customers. They go to the store, they don’t talk to you, and you don’t have a way to interact with them. If you sold ketchup and you wanted to roll out a new product or launch in a new market, what would you do?
Olykraut has used social media to develop a one-to-one connection with their customers
They know who they are and can interact with them
When they want to launch a new product or roll out a new market, let’s see what they do.
No need for a big market research study. Just jump on facebook and ask your customers!
No need to advertise when they can interact directly with their customers.
They’ve established a connection with their customers, and they have gotten their customers invested in their success. They’ve done this so much that they can even get their customers to call the whole foods manager and demand they carry their product.
This is the power of social media – you can develop one-to-one relationships with your customers, and involve them in your marketing. They can drive your growth, instead of you having to force it.
What are your contacts hobbies and personal interests? What are they passionate about?
What’s going on in your community?
Show people you “like them”, are entertained by them, and care about them!
Don’t oversell! You can let your F&F know about your business, but don’t push to hard. Once a month, tops. Messages that work:
“I survive on referrals. I really appreciate recommending me to people you know who need help with their insurance planning.”
“Know anybody who’s expecting a new baby? Send them my info. I’d be thrilled to sit down with them and talk about a plan to protect their family’s finances.”
What are people chatting about?
Reply back, let people know it’s interesting
Strategies that work:
Share interesting articles
- Forward on by retweeting
Don’t push your message hard, be social, be a connector
It’s okay to do business here.
Get to know your contacts’ businesses, their work history, and their professional focus
Can you make an introduction? Can you help them hire? Find a new job? A new customer?
Strategies:
Connect with customers and prospects
Learn about prospects before meeting, it’s okay to mention what you see on linkedin
Share professional related content, career focused, benefits focused, business owners, sales, etc.
This is your space to talk about what you do.
If you engage people on other networks, they’ll want to learn about you too.
Structure for sharing on social media that aligns your content with your customers,
Gives you things to “share”,
Resonates and makes audience say “this is a person that shares my needs and values”
Use Facebook sparingly, Twitter as a way to “tame the firehose”, and LinkedIn to do business