Staying Connected to Current Clients
Expand & Dominate | Lesson 6

How to Use Social Media

Now that we’ve talked about why social media is important to client retention and loyalty, it’s time to discuss how to use it. If you’re just starting out, we recommend our eBook, Social Media Marketing for Insurance Agents. It’s a step-by-step guide on how to create business accounts on the big three: Facebook, LinkedIn, and Twitter, and other great tips and training for social media.

You can also find it on our Agent Survival Guide podcast. It’s a podcast geared towards insurance agents. Both of these resources outline the various ways to get started on social media platforms. After you get your account set up, find your current clients and connect with them.

Don’t just stop there. Remember, it’s about interacting and not just the presence. Comment, like, and share your client’s posts. It shows that you’re interested in building a relationship with them, instead of using your platform as a megaphone. Beyond that, curate content and share it with your audience.

To make your share more personable, pull a quote from the post that resonated with you, something that will hook your followers into reading what you’re sharing. Not sure which blog posts to share? Use your experiences from client meetings to direct your ideas.

What are they concerned about? What do they want to learn about? Is there information that can help build your credibility as a source of information? Post it! In addition to sharing content that you find, you can also create and share your own content.

Same as with curating content, think along the lines of what your clients find interesting and informative. Draw back on your experience with client meetings. What questions did they have?

What concerns did they have? You’ll most likely answer these questions over and over again, so start there. And as you interact in posts, you get a feel for what your audiences like. And it’s OK to ask them too.

Utilize features like polls and surveys, to really hone in on what your clients want to know about. Not only is it a great way to get content ideas, but it gives the client a delightful experience of recommending a topic, seeing you post about it, and answering their questions. You can even apply this to your business. Asking what the client values most about your products and services. Bottom line, being active on social media allows you to stay in touch with your clients throughout the year.

Give one or all of these methods a try on your favorite social media platforms.

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