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- Agent Profile LINKEDIN Why LinkedIn? Why a Facebook Agent Profile? LinkedIn is a for professionals and also offers online groups A Facebook page for your agency is only one way to reach for individuals who share common interests and goals. also serves as an effective your clients via Facebook. By creating an agent profile, are recruiting platform for young and upcoming industry talent in your area or able to connect with your clients in a better way. nationally. Basic Steps to Creating Your Profile Basic Steps to Creating Your Profile 1. Go to www.facebook.com 1. Go to www.linkedin.com 2. “Sign Up” on the right-hand side of the webpage 2. Provide the following information: 3. Provide the following information to register for a Facebook account: • First Name • Last Name • address • • First Name • Last Name • Sex 3. Once you have confirmed your account, fill in your profile. • Email address • Password • Birth date For a more in-depth tutorial, visit www.iiak.org 4. Once you enter the information above, you will be taken to a security page to verify and you can then begin populating your Facebook page. IIAK LinkedIn Tips • Get endorsed - these are recommendations from others and will show up in your Skills & Expertise For a more in-depth tutorial, visit www.iiak.org section. This gives your profile a bit more credibility. IIAK Facebook Tips • Use the Pulse section to keep track of industry . • Check out who’s viewed your profile - this could be your “in” for that • Uploading a profile picture should be a top priority. elusive prospective ! • You should have separate personal and agent pages . • Connect with IIAK on LinkedIn at www..com/IIAKentucky and join • Like IIAK’s Facebook page at www.facebook.com/IIAKentucky. our “Members Only” group. + Why Twitter? Why Google+? Your followers will be able to view messages or 140 character While Google+ has social strengths like segmenting communications to customers ‘tweets’ on their screen instantly in real-time. Agencies can tweet using Circles and Hangouts, the main benefit to insurance agencies is the local company announcements, ask for feedback, answer questions or search optimization. Google+ acts as an online business directory and is an share relevant links. effective way to capture prospects. Basic Steps to take advantage of Google+ for local search Setting Up a Twitter Account ANATOMY OF A TWEET (If you already have a Google account, skip to step 2) 1. Visit www.twitter.com 1 - 2 - 1. Create a Google account (it doesn’t have to be Gmail, you can use any email address) Any word beginning with the # sign; used to A public Tweet directed to another that 2. See “Sign Up” on the right-hand side organize conversations around a specific topic. includes their @username. Mentions are clickable 2. Go to https://plus.google.com and click “Sign In”. Clicking on a hashtag takes you to search and link back to the mentioned individual’s profile of the page results for that term. 3. You’ll then be prompted to create a Google Profile. 3. Provide the following to register for a 4. Claim and verify your Google+ listing. (Check if your business already has a Google+ Twitter account listing, go to www.google.com and enter your business address and phone number • Full Name • User name into the search bar. If you find your business page, click “manage this page”. You will then be prompted to verify your page. IIAK recommends an automated phone call - For a more in-depth tutorial, you will be given a numeric code to enter. visit www.iiak.org 5. Review listing for accuracy and make sure you’re using the identical name, address and phone number for your agency across all directories, on the and your agency website. (For more helpful tips, see our SEO Toolkit) IIAK Twitter Tips 3 - Reply 4 - Retweet 5 - Links A public response to a Tweet via You can pass along someone Twitter’s link-shortening • Mix up your content and the reply button. Replies show else’s Tweet by retweeting it. feature allows you to paste a For a more in-depth tutorial, visit www.iiak.org up in your home timeline and the Just hit the Retweet button to link any length into a Tweet interact with followers. timeline of the person to whom send the original message to and it will automatically be • Include your URL in you are responding to. You must all of your followers shortened. IIAK Google+ Tips follow both parties to see the full • If you’re not the do-it-yourself type, ProjectCAP has packages to help! your Twitter bio, not conversation. just in the URL field, to • While you’re at it, claim local search listings on CitySearch, Bing & Yelp. optimize for mobile users. • Populate your Google+ profile with meaningful and thoughtful content. • Run a contest using to increase engagement. Everyone loves winning! • Legitimize your page with reviews. • Follow IIAK on Twitter @IIAKentucky • Remember, this is a GOOGLE PRODUCT so you want to make your profile to be as optimized as possible in order to appear high in those search results!

oolkit T Why You need this toolkit

Social networking may seem complicated or intimidating, but the activities

that take place on social networks aren’t any different than the activities ia tag">d e ocial S we have engaged in the majority of our lives. Insurance producers were the forefathers of social networking, always hyper-aware of potential customers, their needs, and the possibility for a professional relationship or word-of-mouth lead. If you’ve ever asked or given advice, given or received a recommendation or collaborated on a project, you’ve participated in social networking.

The business of being an insurance agent or broker relies on building trusted relationships. The of tools like Facebook, LinkedIn, Twitter and Google+ tells us that customers want to do business with whom they feel like they know and trust.

Facebook - Agency page Why a Facebook Page? Showcasing your agency via a Facebook page is a great way to connect with your clients on a personal level. Facebook pages are searchable via search engines and will iiak social tips enable consumers to find your agency easily. • Make yourself easy to recognize with a close-up headshot of yourself as your profile picture. Basic Steps to Creating Your Page 1. Go to www.facebook.com/pages/create • Like any business initiative, good management is key to long-term success. 2. Click to choose a page category • Find the right balance - (inform but don’t bore, find new customers but don’t bug, etc.) 3. Select a more specific category for the drop-down menu and fill out the required information • Be proactive and engage with potential leads. It’s not enough to be complacent with a nice set 4. Click “Get Started” and follow the on-screen instructions of “likes” and followers. • Overall theme should be: “We understand you and your concerns, and you can trust our knowledge.” For a more in-depth tutorial, visit www.iiak.org • Add some personality to your posts! Customers need to know you’re human and can find a common Do’s and Don’ts of Facebook interest to latch on to. • DO follow the 80/20 rule • DON’T sell, sell, sell • It’s also ok to use Third-Party Content. (see below for examples) 80% social but industry related; Constantly posting promotions can cause • Make sure that whatever you’re posting doesn’t include any 20% products/services followers to flee or ignore posts altogether. confidential details or explicit recommendations - use • DO be prompt • DON’T ignore your audience common sense! Respond to posts within 1 hour, no later There should always be a human behind the than 24 hours - even to just say “thanks”. “social” media platform. • DO build a Facebook following • DON’T buy likes Where To get content Reach out to your established networks Fake fans equate to low engagement, which • TrustedChoice.com • PropertyCasualty360 and spread the word about your page by will negatively impact the likelihood of people • and social • Insurance Journal linking it to your , website seeing your content. media pages of your carriers • Local newspaper and/or . • DON’T clutter the newsfeed • IBA Magazine • Insurancesplash.com • DO limit your posts to 1-4 times 73% of users “unliked” a • Insurance Business America • Local Chamber website per week because it posted too frequently.

Sources: blog..com, .com/SocialMotus, “Social Networking’s Value to Insurance Agents & Brokers” - Rick Morgan