How to get customers forCustomer Engagement Platform for Insurance

Where to find insurance agents in order to convert them to customers

The idea that helps Insurance Agents

Insurance Agents want to enhance customer engagement and retention. However, they can't get it because they struggle to personalize interactions and offer timely support.

Therefore, they need to use your solution, e.g. EngageInsure.

Customer Engagement Platform for Insurance : EngageInsure is a software platform that helps insurance agents enhance customer engagement by personalizing interactions and offering timely support. It includes automated reminders and personalized recommendations. Of course it is much better than the stuff from InsureConnect, or EngageSure!

How to find Insurance Agents

You can get insights about the pain points of insurance agents if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

  • Find out where insurance agents hang out (Reddit, Mastodon, etc.)
  • Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
  • Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
  • If you find recurring questions or pet peeves of insurance agents, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
  • At the end of the blog post, invite them to use your solution: Customer Engagement Platform for Insurance.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find insurance agents

To get started, edit the values in the following 3 input fields and click “Search insurance agents”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find insurance agents and their pain points in online forums on the internet.
  • With one click, you can search for each keyword phrase right away.
  • CustomerPing will present the search results to you.
  • If you think that one of those results looks like insurance agents wrote it, you can create a “customer radar station” on the forum where the post came from.
  • You describe what makes a post relevant to your business.
  • CustomerPing will “ping” you 24h a day, whenever insurance agents complain about their pet peeve: They struggle to personalize interactions and offer timely support.
  • Good for you because this is something that you can solve with customer Engagement Platform for Insurance, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help insurance agents to reach their goal: To enhance customer engagement and retention.

They will get to know, like and trust you. Eventually, they will buy your solution: Customer Engagement Platform for Insurance.


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