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 Facebook, LinkedIn, and Twitter – the big three.

Another great place to find social media tips and training is our Agent Survival Guide Podcast, a podcast specifically geared towards insurance agents.

Both of these resources outline the basics of getting started on the various social media platforms.

After you get your accounts set up, find your current clients and connect with them!

But don’t just stop there… remember, it’s about interacting, not just a presence.

Comment, like, and share your clients’ posts.

It shows that you’re interested in building the relationship with them, not just using your platform as a megaphone.

Beyond that, curate content and share it with your audience.

A good place to start is with the Shop & Enroll blog, which we touched on earlier in the module.

Each post has quick social media share buttons, so you can easily log into your account and share the post!

To make your share more personal, pull a quote from the post that resonated with you, something that will hook your followers into wanting to read what you’re sharing.

Not sure which blog posts to share?

Use your experience 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 for information? Post it!

In addition to sharing content that you find, you can also create and post your own content.

Same as with curating content, think along the lines of what your clients will find interesting or informative.

Draw on your experiences meeting with clients. What questions did they ask? What concerns did they have? You likely answer a lot of the same questions over and over again. Start there!

As you interact and post, you’ll get a feel for your audience and what they like.

But 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, it gives that client the delightful experience of recommending a topic, and seeing you post about it, answering their question!

You can even apply this to your business, asking what they value most about your products and your services.

Bottom line? Being active on social media allows you to stay in touch with your followers throughout the year.

Give it a try with one or all of these methods on your favorite social media platforms!

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