How to get customers forInsurance Policy Matching Platform
Where to find insurance agents in order to convert them to customers
The idea that helps Insurance Agents
Insurance Agents want to increase policy sales and provide tailored coverage options to clients. However, they can't get it because they find it challenging to match clients with the right insurance policies.
Therefore, they need to use your solution, e.g. InsureMatch.
Insurance Policy Matching Platform : InsureMatch is a innovative platform that uses AI technology to match clients with the most suitable insurance policies based on their needs and preferences. It helps insurance agents increase policy sales and provide better service to clients. Of course it is much better than the stuff from PolicyMatcherPro, or InsurifyMatch!
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: Insurance Policy Matching Platform.
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 find it challenging to match clients with the right insurance policies.
- Good for you because this is something that you can solve with insurance Policy Matching Platform, 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 increase policy sales and provide tailored coverage options to clients.
They will get to know, like and trust you. Eventually, they will buy your solution: Insurance Policy Matching Platform.
FinanceFinancial Technology (Fintech)Insurance Policy Matching Platform
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