5 Reasons Why Insurance Agents Should Adopt Digital Business Cards
Do you know what sets apart the wildly successful insurance agents??
It’s relationship building ??
These skilled professionals understand how a systematic approach to networking and marketing pays off in the insurance game. When done well and timely, it leads to more policy inquiries, sales, and referrals from happy customers.?
In fact, agents who can juggle insurance knowledge, selling, and networking are usually a step ahead. They know how to build and nurture relationships that can translate into sales over time.?
And often, the networking process begins when the agent hands out their business card.?
Now, what if you could take that process up a notch??
A networking tool designed for insurance agents?
Digital business cards are paperless networking tools that allow you to share contact information efficiently.
If you’re ending your first interactions with a potential client by handing out a paper-based business card—try sharing a virtual one instead.?
As a marketer myself, creating and sharing a digital business card has been a game changer. Not only can I share my contact details in seconds, but I can also share links to my social media profiles, portfolio, and other relevant content.?
As an insurance agent, you can share your contact information and links to policy details, product catalogs, and more.?
But how exactly do digital business cards work? Let me explain.?
What are Digital Business Cards for Insurance Agents??
Digital business cards are electronic business cards that contain your professional and/or company details, including name, phone number, website, social media profiles, and other contact information.?
This virtual business card is highly customizable and shareable across devices. It stores your information in an online format called .vcf (virtual contact file), and you can share the card as a Google or Apple wallet, QR code, or a simple URL. Unlike a paper-based business card, a digital business card is a two-way communication tool.?
It is a secure and paperless method of contact sharing that comes packed with analytics. So you can track and analyze how recipients save and engage with your card.?
This is why? digital business cards are steadily replacing paper-based business cards. More and more Smartphone users are adopting these virtual cards.?
But for insurance agents in particular, a digital business card can be the end-all networking tool. Here are five reasons why.?
Five Reasons to Adopt Digital Business Cards?
1. Go contactless for paperless networking?
With digital business cards, you can share your contact in a secure and paperless manner across any device.?
This works because busy folks are looking for convenience everywhere, and the same goes for your potential clients.?
If they can save your contact information with a few clicks on their Smartphones, they will. You won’t have to deal with your card getting “thrown” like the 80% of all paper business cards that are handed out.?
It’s also a memorable way of staying top of mind, so prospects are more likely to hit you up sooner or later. You only need to share your virtual card via Google or Apple wallet pass, QR code, or web URL.?
Best of all, some digital business card makers also offer a two-way contact-sharing feature, which lets you capture the contact details of potential clients (with consent, of course!) in real time.?
By integrating your card with a CRM platform like Salesforce, you can directly export the captured leads and maintain a solid repository.?
2. Share more than just contact information?
A regular business card has many space restrictions. You can only fit a couple of pieces of information on there before it looks cluttered. But compared to the compact 88.9 mm x 50.8 mm standard size of business cards, a digital business card has more space to offer.
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You can share more than just your contact number.?
You can also provide links to your calendar to let interested leads book appointments or your website to let prospects browse the insurance product comfortably.?
This gives you a broader scope for information sharing, putting you a notch above the rest.
3. Update details as and when needed?
Once a regular business card is printed, it’s a one-and-done deal. You will have to go back to square one and reprint the cards if, unfortunately, there is even a minor mistake.?
This lack of editability is a huge drawback, both from a scalability and cost standpoint.?
On the other hand, digital business cards let you make corrections and update stale information across all shared cards. No need to reshare business cards after every update. This update will be automatically reflected.?
You can conveniently replace, delete, and update details or add links to fresh insurance collateral like brochures as and when needed—saving you both time and hassle on reprints.
4. Track card engagements and interactions?
Unlike paper business cards, you can track and monitor how recipients, who are your potential clients, are interacting and engaging with your digital business cards. You can track metrics like
By monitoring these numbers, you can check the level of interest a lead has, and what content links they’re clicking on. You can also see how specific demographics engage with the card content and what products they check out (if you’ve shared a digital catalog).?
Some card providers also provide visualization capabilities, which allow you to visualize the collected data using dashboards, charts, and graphs.?
This will give you enough ground to bounce off of and take action, whether dropping an unresponsive lead or setting up a call with someone who has shown interest.?
In any case, you can better optimize your networking efforts by tracking card engagements.?
5. Save on the printing cost
Can you guess how much money it costs to get business cards printed? If you’ve done it before, you know the price. If not, let’s do some simple math.?
In the US, on average, the annual cost of printing paper business cards is $194 per team member. Now, if you’re managing an insurance business with 100 agents, you’ll pay $19400 annually on printing costs.?
The same number comes down to $48 to $72 per team member annually.?
And between designing and procuring the business cards, you’ll be waiting 30 days to secure them. It’s a tedious process for minimum payoff since most of the paper business cards are discarded within the first week itself. So, save costs and time by going digital.?
It also never hurts to be more environmentally conscious. You can earn brownie points from potential clients for following a sustainable practice.?
How to Create a Digital Business Card for Insurance Agents??
There are many digital business solutions in the market, but I’m using Uniqode (formerly Beaconstac), a QR-based digital business card maker, to take you through the card creation process.?
It will only take a few steps.?
Let me show you how.?
Pro Tip: If you manage a team of insurance agents, you can centrally update, design, and manage the business cards of all your teammates with Uniqode. This will streamline your work, helping you oversee card performance and fill in the gaps.?
Make Meaningful Connections with a Digital Business Card?
Networking is the life and blood of the insurance business. As I discussed earlier, there are numerous benefits to switching from paper business cards to virtual ones: easy sharing, quick updates, engagement tracking, and a lot more.?
That said, I must admit that a digital business is only as good as the solution provider. If you’re thinking of investing in one, make sure to perform due diligence and look at their whole suite of features and services.
A credible digital card solution provider will tick all the above boxes and more. Once you find it, do your team (or yourself) a good one and get digital business cards. Make more memorable introductions, build lasting relationships, and ultimately, drive sales.?