An insurance agent has to met people and offer advise on various plans suitable to family. Going online means the agent can improve reach. Going the old way asking for reference by talking to people consumes lot of time. In a week you might reach out to 10 to 15 people at the most. Out of those how many will convert is another question. Reaching online needs a proper plan and its execution. Let us dwell into the plan and its details.
What is best combo for insurance agent
We stuck to the winning combo of Facebook Page linked to an Instagram business account. Marking location of office on Google Maps and use of Google My Business. For a later part go to YouTube for posting some videos explaining the logic behind various insurance plans. Since at this stage both us and client together feel that a website can be made in the near future.
Content planning for posts on Instagram + Facebook
As we are aware that a post on Instagram gets automatically share in Facebook page. We shall have the following type of content
- Self videos by client explaining the fine points of insurance and explaining plans
- Posters to highlight myths and facts related to insurance
- Advertisements giving glimpse of term plans designed by Max Life
The following will be avoided on Facebook.
- Giving details of plan
- Giving data about plans
- Giving graphs and figures
- Anything that is boring and cannot be understood by the clients
Tools for content creation
Mobile which can record videos in 4K with a selfie stand. Simple app for creating posters. Canva and Adobe Spark are good enough for creating posters and advertisements. Anything beyond this will give little and no benefit to cover the addition time consumed. Remember we have to just generate interest to people online which encourages them to call on telephone to book an appointment.
Example number one for a term plan of Max Life Insurance
Let us take an example of an insurance plan from Max Life Insurance by the name Max Life Monthly Income Advantage Plan. This plan has been designed keeping in mind the specific needs of defence personnel. For many years no insurance company provided life insurance to army persons. Reason was because there were too much life at risk because of the wars. Hence each country decided to create a dedicated insurance agency for their armed forces. In India we have Army Group Insurance Fund or (AGIF). All army soldiers and their families get life insurance coverage at terms which are better than most life insurance companies around the world.
Max Life Insurance therefore has made a plan designed for Armed Forces and their peculiar needs and calls this initiative as Rakshak. Let us see the highlights of this plan.
- Lumpsum benefit on maturity
- Guaranteed monthly income for 10 years
- Policy continues for family even in case of death of policy holder
- Comprehensive protection for soldier and family
- Insurance cover during war and war like situation
- Max Life representatives present in 40 cantonments around the country
- 40,80,000 defense persons and families covered till date
Advertising for the above plan
The aim of advertising plan should be to highlight the salient features of the plan Rakshak and project those points which are unique which attract attention. Let us begin with this simple ad make in canva app.
This ad focuses on the fact the there is a plan for defense persons who have no other option. It gives just two highlights that the policy cover continues even after death of the soldier and insurance cover for wars which is not given by any other. Given below are the contact details. The caption of this ad can be covering these points as elaborated including relevant hashtags. A video can also be made covering all the benefits of this plan. The video can be shot indoors or can be at some place like National War Memorial in Delhi as a selfie video.
Example number two – generic ads
Such WhatsApp messages are excellent to keep your customers aware that you are just a phone call away. On this lines a suitable ad can be created as follows.
After posting of the ads, the followers can be improved by the steps given below
The workflow for posting on social media is explained in this article
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