In an age where digital connections can define business interactions, the traditional business card has evolved into a handier and more modern tool – the smart business card. This transformation is particularly relevant in the sales industry, including insurance sales, where personalized relationships and networking are crucial.
At Midwestern Marketing, we know how to find quality leads. As leaders in the insurance industry, we understand the importance of personalized relationships and effective networking strategies. Our knowledge in leveraging tools such as smart business cards ensures insurance professionals can efficiently expand their network and grow their business.
What Are Digital Business Cards?
Smart business cards, or digital business cards, are a modern revamping of the traditional paper business card. Now, instead of carrying around a stack of business cards, sales professionals only need to have one. Smart business cards utilize digital programs with Near Field Communication (NFC), such as Airdrop (iPhone), Nearby Share (Android), and QR codes. By tapping or scanning a smart business card, individuals can instantly exchange contact information, directly access digital profiles, and even receive real-time updates, revolutionizing how professionals connect and network.
This quick and efficient process saves time during networking events or client meetings, while also allowing insurance professionals to display their expertise, portfolio, and testimonials, offering a more comprehensive view to potential clients or partners. Additionally, they are eco-friendly and have positive environmental impacts by limiting the amount of paper business cards being printed.
How Do You Create A Smart Business Card?
There are three main companies insurance agents should
consider using to set up their digital business cards: Popl, Dot,
and Ling. All three platforms offer affordable products and utilize integrations for customer relationship management (CRM), team communication, and lead capture at scale. All three platforms are also compatible with all IOS updates, Apple iPhone, and Android phones, so it does not matter what type of phone you or your customers have.
After choosing which platform you want to use, the next step is to create the profile clients will see when they scan your card. Key details to include are your full name, company affiliation, job title, direct contact information (phone number and email address), and office address. Also include digital elements like a website URL, LinkedIn profile link, and other social media profiles to further connect clients. Highlighting professional credentials such as insurance licenses or areas of specialization (e.g., life insurance, health insurance, business insurance) establishes credibility. A unique selling proposition (USP) or tagline communicates your value proposition clearly and leaves a lasting impression.
Once you have set up your profile, choose what product you would like your custom card to be connected to. There are many options including small metal cards, phone cases, keychains, display stands, bracelets, stickers, and more. Choose a card design you know you will reuse that is portable, durable, and easy to use. If you choose to house your smart business card on Popl, you can also download their app from the app store which has an in-app QR code customers can scan right from your phone and allows you to send your profile via text, email, and it has a background to virtual meetings, and more.
How To Use A Smart Business Card For Your Insurance Business
Smart business cards can enhance personal branding, giving a competent and modern first impression. Some smart card platforms provide analytics on how recipients engage with shared information. This data can help you develop a follow-up strategies, helping insurance professionals tailor their approach based on customer interests.
Connecting digital business card interactions with CRM integrations streamlines lead capture and management processes, boosting efficiency and effectiveness in client relationships. When a potential customer scans your cards, you can capture their information and turn it into a lead. Then, you can have immediate follow-up actions such as personalized emails, scheduled calls, or targeted marketing campaigns can then be initiated based on people’s communication preferences and interactions, enhancing the likelihood of converting leads into clients. By using these insights for targeted campaigns and keeping everything secure and compliant with data rules, agents can run their business smoother, grow faster, and stay ahead in the insurance industry.
Smart business cards represent a significant advancement in networking tools, particularly in the insurance industry where personal relationships are crucial to success. They offer efficiency, customization, and automation, allowing insurance agents to showcase their professionalism and service offerings, all while enhancing their networking efforts. By leveraging these digital tools effectively, professionals can streamline client interactions, personalize connections, and ultimately, foster long-term business relationships in an increasingly digital world.
Midwestern Marketing is a true FMO where a handshake still means something. We value our agents and take service and contracting to a new level. The teamwork and principles by which we operate are reflected in the thousands of agents we serve nationwide. Feel free to call 877-278-3775 or email us at info@midwesternmarketing.com. We are certain we can help you grow your business!
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