Insurance is a contract, which is represented by a policy, that gives an individual financial protection or reimbursement against any losses from an insurance company. This kind of purchase may not be tangible as the other products but this gives you the peace of mind that whatever happens to you, you are covered. With this, you would not become a burden to your family or to your pocket. In response to this demand, a lot of insurance companies are emerging right now and offering various insurance products according to the needs of their clients. As the financial advisor, it is your responsibility to make the client aware of the available products and plans that he would like to consider in achieving his financial goals. Aside from marketing these insurance products verbally, digitally marketing these in social media platforms could also be a thing to successfully pursue your clients in choosing you as their trusted financial advisor.
Insurance Digital Marketing should be a top priority for companies in order to grow their prospects, increase the number of their clients, maintain existing policies and constantly providing updates to the clients about their policies and money paid for premiums. Insurance Digital Marketing strategy is much more effective and convenient than having physical advertising or face-to-face interactions just to find prospects and persuade them into becoming your client. With the use of digital flyers, brochures and posters, your prospects will be the ones to approach you and inquire about the insurance products you are offering.
In making your insurance flyer, make sure to include these following very important information that your clients should see, understand and know about:
A policy’s price is its premium. Typically, this is paid monthly, quarterly, semi-annually or annually. The premium is determined by the insurer based on his financial capability as well as the age. The older it gets, the higher the premium. It is also a bit difficult for insurers with previous medical history and comorbidities to avail a lower premium. This medical history could also be a reason for the client to undergo additional medical examination to ensure his fitness to avail the product.
This includes the coverage, scope and limitation of the insurance policy. It contains the amount of money allotted for each component. Generally, higher limits cost higher premiums. For a life insurance policy, the maximum amount the insurer will pay is referred to as the face value or the sum assured, which is the amount paid to a beneficiary upon the death of the insured.
It is important to include details about you or any contact information (name, face book, google mail, contact number, etc.) in order for prospects and clients to know how to reach you whenever they decide to be ready in getting their insurance.
It’s like buying peace of mind. It ensures you that you are financially secure to face any challenges that would come to your life. It avoids you from being a burden to your family or loved ones whenever you need financial aid for accidents, hospital bills, critical illness therapies etc. Getting insurance must be included in your financial goals.
Every insurance policy has five parts: declarations, insuring agreements, definitions, exclusions and conditions. Oftentimes, insurance policies have a sixth part: endorsements. You may want to examine these following parts and ask your advisor about it in order for you to better understand your policy.
Apart from having it as business, insurance companies wanted you to be secured in every aspect of your life especially financially. The main advocacy is, we never know what will happen to our lives in the future, it is so much better to be prepared as to whatever might possibly happen.
Getting the trust of your clients and prospects can be a hard thing for you as a financial adviser, but with the help of efficient and productive training, you can be able to practice your communication and entrepreneurship skills along the process. As to the marketing of your product, availing the ready-made insurance flyers, financial advisor brochures, insurance brochures, insurance posters and insurance proposals can bring you a big help in making your work easier and more convenient.