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Insurance, Digital business cards

Digital Business Cards for Insurance Agents

May 11, 2022
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If you’re a professional, a student, or starting your family, everybody needs insurance, whether dental, health, life, disability, or liability. However, with a myriad of Insurance agency options, the average person does not know where to go or who to contact to get the best rate unless they spend hours researching. That’s where insurance agents come in, and their primary roles are to connect with potential prospects and provide them with the best quotes and recommendations to give them the best choice based on their particular needs. 

With that being said, networking is essential to help insurance agents close sales and expand their client base. There are two types of insurance agents, the memorable ones who often get calls from prospects who need assistance and the ones who are easily forgotten and never get calls back. Every face-to-face first interaction starts with a staple marketing tool: a business card. However, in a world with technology at our fingertips and modern marketing tactics, to take traditional business cards a step further is going digital—with a digital business card for insurance agents. 

Benefits of going with digital business cards and profiles

Are you an insurance agent looking for ways to stay on top of your client list and increase conversions faster? Here are the excellent benefits of utilizing digital business cards for insurance agents. 

2 people shaking hands and another holding a child

No lost communication and Increased Conversions 

Digital business cards for insurance agents never get stashed away in pockets or wallets. Frequently, traditional business cards are easily forgotten, creating a barrier to communication. So not only are you eliminating the need for paper, you’re allowing your prospect to keep your contact details on their electronic devices, where the average person spends most of their time. According to LinkedIn, digital business cards average four views per share versus a tangible business card. In addition, your prospects will never have to search for your contact details and easily reach you on all your platforms. This means better chances of increasing your conversions. 

More Information in one place 

KADO’s digital business cards for insurance brokers have powerful capabilities that allow insurance agents to add necessary information to their contact details beyond a name and a number. Such as LinkedIn information, past achievements, work experience, website, notes, and more! 

It takes your business card up a notch with flair.

The most promising aspect of insurance agent business cards is the ability to customise them to your heart's content. Digital business cards have hundreds of designs that can reflect your personality and business core values with a touch of flair. 

In addition, a digital business card itself is enough to show your prospect that you’re on top of the latest digital trends, giving you that competitive advantage in the insurance industry. 

Seamless and organic communication 

Insurance agent business cards are a great way to break the ice. It allows you to seamlessly give out your contact details without being overly pushy without any hard-sell jargon. Furthermore, by presenting your digital business card, you’re letting your prospects know they have an easy way to reach you when they need you the most. Many leading agents now integrate insurance IT services into their digital cards to provide instant quotes and policy information access for clients.

You’ll never forget important contacts.  

There are many prospects and potential partners you’ll run into during networking events, and let’s face it; it’s hard to keep track of all the business cards and connections you’ve acquired. KADO is your personal contact manager by effortlessly storing your contacts in one centralised platform. The days of manually sorting through countless business cards post-event are over; KADO helps you stay on top of your relationships by importing your Outlook meetings, contacts, and emails quickly and securely. 

Retention

Successful retention strategies are achieved through impactful relationship-building tactics. Clients and prospects value insurance agents that see them beyond a sale or number. They appreciate personable connections. Reading between the lines and taking down essential details allows you to showcase your proactive listening and communication skills while letting your prospect or client know they are significant. 

KADO provides insurance agents with an intelligent note-taking feature that helps you keep track of important contact information. For insurance agents, you have the option to add details such as appointment dates, customer pain points, budgets and preferred insurance plans. 

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You and your prospects will never have to forget about any introduction again. 

As professionals, who manage teams, workloads and appointments, it’s not uncommon to forget a business card, or there’s a possibility that you’ve run out. Insurance agent business cards

conveniently allow you to carry your contact details and connect with potential prospects wherever you may be. At KADO, we help you skip the long wait for your business card to get printed and tedious design processes. The possibilities of a digital business card are endless in terms of designs and customisation. Making the switch to digital is a cost-efficient way to help you increase sales, build deeper client relationships and stay on top of your contact list. The quality of your first introduction will never be compromised. Utilising modern-marketing techniques with KADO allow you to stay ahead of the competition and leverages the way you sell insurance. x§

Get early access and learn how you can leverage the power of modern marketing by requesting a demo. 

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Take your insurance agent networking strategy forward by watching these  networking tips. 

Häufig gestellte Fragen

Wenn Sie unsicher sind, keine Sorge-wir erklären Ihnen alles, was Sie wissen möchten. Lassen Sie uns helfen!

  • Was ist eine digitale Visitenkarte?

    Eine digitale Visitenkarte ist ein moderner Weg, Kontaktdaten sofort per scannbarem QR-Code, NFC oder Link zu teilen. Im Gegensatz zu Papierkarten können Sie bei einer NFC-Visitenkarte Ihre Telefonnummer, Social-Profiles und interaktive Funktionen in Echtzeit aktualisieren und die Umwelt schonen.

  • Was kann ich auf meiner digitalen Visitenkarte angeben?

    Ihre digitale Visitenkarte sollte Name, Position, Firmenname sowie E-Mail und Telefonnummer enthalten. Sie können auch Social-Media-Links, WhatsApp oder Calendly, individuelle Buttons und Videos hinzufügen. Mit KADO gestalten Sie Design, Farben, Logo und Branding nach Wunsch.

  • Kann ich eine digitale Visitenkarte kostenlos erstellen?

    Ja! KADO bietet einen kostenlosen Plan, mit dem Sie Ihre digitale Visitenkarte erstellen, Links hinzufügen und per QR-Code teilen können. Basisfunktionen sind kostenlos; Farbschemata und Premium-Integrationen gibt es in den kostenpflichtigen Plänen. Hier gratis erstellen.

  • Wie erstelle ich eine digitale Visitenkarte mit QR-Code?

    Jede KADO-Karte verfügt automatisch über einen scannbaren QR-Code. Sie finden ihn in der App unter „Austausch“ oder im Webprofil. Weitere Infos zur Erstellung finden Sie auf unserer Website.

  • Welche App für digitale Visitenkarten ist die beste?

    Es gibt viele, aber KADO überzeugt durch:

    • Video, personalisierte Buttons und Links im Gratis-Plan.
    • Native Integrationen mit HubSpot, Salesforce, Microsoft Dynamics.
    • Vollständige Design-Anpassung (Farben, Logo, Branding).
    • Enterprise-Funktionen mit Rollen-Management, erweiterter Sicherheit und Admin-Dashboard.

  • Sind meine Daten bei KADO sicher?

    Ja. KADO nutzt verschlüsselten Cloud-Speicher, rollenbasierten Zugriffsschutz und eliminiert öffentliche IPs, um Ihre Daten zu schützen.

  • Ist KADO für Unternehmen geeignet?

    Absolut! KADO skaliert mit Ihrem Unternehmen: zentrale Kontaktverwaltung, teamweite Verteilung digitaler Visitenkarten und rollenspezifische Berechtigungen.

  • Wie erstelle ich eine NFC-Visitenkarte?

    KADO bietet NFC-Visitenkarten, die Sie einfach an ein kompatibles Smartphone halten. Kein QR-Code-Scan oder manuelles Eingeben nötig. Bestellen Sie Ihre individuelle NFC-Karte auf unserer Website.

  • Brauche ich eine App, um KADO zu nutzen?

    Nein, KADO funktioniert im Browser auf Desktop und Mobil. Für erweiterte Features können Sie die App installieren und den QR-Code im digitalen Wallet speichern.

  • Wie teile ich meine digitale Visitenkarte?

    Sie können den QR-Code zum Scannen anzeigen, den Link per E-Mail/SMS senden oder die NFC-Karte verwenden. Der Empfänger benötigt keine App.

  • Integriert sich KADO in mein CRM?

    Ja: Die CRM-Integrationen mit HubSpot, Salesforce und Microsoft Dynamics synchronisieren Kontakte automatisch und protokollieren Interaktionen.

  • Kann ich meine Visitenkarte offline nutzen?

    Ja: Wenn Sie die Karte im Wallet oder als Widget gespeichert haben, können Sie den QR-Code auch ohne Internetverbindung teilen.

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