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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. 

Preguntas Frecuentes

Si tienes dudas, no te preocupes – estamos aquí para explicarte todo lo que quieras saber. ¡Permítenos ayudar!

  • ¿Qué es una tarjeta de visita digital?

    Una tarjeta de visita digital es una forma moderna e innovadora de compartir tus datos al instante mediante un código QR escaneable, NFC o un enlace. A diferencia de las tarjetas de papel, una tarjeta digital permite actualizar en tiempo real tu teléfono, perfiles sociales, añadir funciones interactivas y reducir el impacto ambiental.

  • ¿Qué puedo incluir en mi tarjeta de visita digital?

    Debe incluir nombre completo, cargo, empresa y datos de contacto esenciales (email y teléfono). También puedes agregar enlaces a redes sociales, canales como WhatsApp o Calendly, botones personalizados e incluso vídeos. Con KADO personalizas diseño, colores, logo y branding.

  • ¿Puedo crear una tarjeta de visita digital gratis?

    ¡Claro! KADO ofrece un plan gratuito para crear tu tarjeta desde cero, añadir enlaces y compartirla vía código QR. El plan free incluye funciones básicas; temas de color e integraciones premium están en los planes de pago. Crea tu tarjeta gratis aquí.

  • ¿Cómo crear una tarjeta de visita digital con código QR?

    Cada tarjeta KADO incluye un código QR escaneable. Lo encontrarás en la app bajo “Intercambiar” o en tu perfil web. Para más detalles visita nuestra web.

  • ¿Cuál es la mejor app para tarjeta de visita digital?

    Existen varias, pero KADO destaca por:

    • Soporte de vídeo, botones personalizados y enlaces incluso en versión gratuita.
    • Integraciones nativas con HubSpot, Salesforce y Microsoft Dynamics.
    • Personalización total de diseño, colores, logo y branding.
    • Funciones enterprise con control de roles, seguridad avanzada y panel admin.

  • ¿Mis datos están seguros con KADO?

    Sí. KADO usa almacenamiento en la nube cifrado, control de acceso por roles y elimina IP públicas vulnerables.

  • ¿KADO es apto para empresas?

    ¡Sí! KADO escala con tu negocio: gestión centralizada de contactos, distribución de tarjetas en equipo y permisos por roles.

  • ¿Cómo crear una tarjeta NFC?

    KADO ofrece tarjetas NFC que comparten tus datos acercándolas a un smartphone compatible. Olvídate del QR o de teclear manualmente. Pídela en nuestro sitio.

  • ¿Necesito una app para usar KADO?

    No: KADO funciona en navegador móvil y escritorio. Con la app puedes guardar el QR en tu wallet digital y acceder offline.

  • ¿Cómo comparto mi tarjeta digital KADO?

    Muestra el QR para que lo escaneen, envía tu enlace por email/SMS o usa la tarjeta NFC. El receptor no necesita instalar nada.

  • ¿KADO se integra con mi CRM?

    Sí: integraciones con HubSpot, Salesforce y Microsoft Dynamics sincronizan contactos automáticamente y registran interacciones.

  • ¿Puedo usar mi tarjeta offline?

    Sí: si la guardas en tu wallet o widget, podrás compartir el QR incluso sin conexión.

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