01 May 2025
We warmly welcome you in this latest article of Jeevan Bima Bazaar. If you are associated with Life Insurance Business and want to improve your business using social media, then this article is extremely important for you.
Nowadays, many Life Insurance Agents make small mistakes while using social media which results in your social media friends ignoring the posts you publish. When this happens, all your hard work goes in vain.
Therefore, in this article, we will know those small mistakes made by maximum agents and also understand the measures through which you can impress your social media friends and make successful efforts to improve your business relations with them.
In this article, we will also learn that if you are a Life Insurance Agent and you want to sell policies for Big Sum Assured or sell your policies to as many people as possible, then how can you use social media for this.
So if you do Life Insurance Business, then read this article carefully and follow the methods mentioned in it, so that you can take your business to new heights.
Build Relationships for Life Insurance Business
A large section of Indian society is using different platforms of social media. This is the reason why big goods manufacturing companies and different types of service provider companies are trying to get customers through different platforms of social media and different types of surveys also testify that these efforts of such companies Because of this, they are also getting huge benefits.
But when it comes to the insurance industry, this figure changes slightly. Although the companies associated with the insurance industry get profit because of their advertisements. But when it comes to the business of insurance agent, then this figure changes. Many agents associated with the insurance business start using social media with the intention that they will benefit from it in their business. But this does not happen.
When an insurance agent does not get any benefit from the use of social media in his business, then that agent either stops using social media or uses it for his own entertainment. Whereas if the same life insurance agent uses social media to achieve the right goal, then he starts getting benefits in his business.
Now the question is, if a life insurance agent wants to use social media to improve his business, what should be his first goal?
So the answer to this question of yours is also very simple. The business of an insurance agent depends a lot on his good behavior and the good relationships he builds with people because of that good behavior. When an agent has better relations with his regional people, then only that agent can create his trust in the minds of the people.
Now if you are a life insurance agent, then you have to create a belief in the mind of your regional people that you are their well wisher. If you are successful in doing this task, then you can give success to your business.
What should Agents do on their Social Media
If you want to improve your insurance business through social media, then the first effort you should make is that you should write such social media posts, which introduce your best personality. That is, reading your post, people should realize that you are a person of ideal ideology.
After this, the second phase begins and in this second phase your activity is included, that is, you should do such activity on social media, which shows your behavioral skills. For example: If a person approaches you to get a solution to any of his problems, then you should try to cooperate with him on your behalf. Different types of activities are done for this behavioral efficiency. Eg: live streaming, comment reply, personal message of WhatsApp, etc.
Mistakes made by Life Insurance Agents
Many Life Insurance Agents make many mistakes while using Social Media. Because of which they do not get the desired profit in their business. But here I would like to draw your attention to some important points.
Time Selection:
If you want to take the help of social media in your insurance business, then it becomes necessary to choose the time very cleverly for its use. Many agents overlook this when using their social media accounts. Due to which they do not get benefit from this platform as well and their traditional business is also affected badly.
Mistakes in Social Media Posting
It is often seen that most of the Life Insurance Agents post information about different types of products of their company on their Social Media Platforms. For a normal person this type of post is boring. Because of which that common man starts ignoring such posts.
Now the result is that even your best efforts do not bring any significant benefit to your business.
Mistakes in Public Response:
Many times it has been seen that a person contacts an Agent on Social Media to get information about the Policy of another Insurance Company or to get the solution of the problems being faced in his Life Insurance Policy. Is. But the agent ignores that person. Doing this also creates a lot of loss for your business.
Call to Action Mistakes:
Many times it has also been seen that an insurance agent successfully influences his social media friends but still does not try to set up a meeting. This is also a big reason due to which agents are not able to get business benefits through social media.
Social Media tips and tricks for Agents
However, each Life Insurance Agent tries to do the best for himself. But in spite of this, sometimes unknowingly, sometimes intentionally and sometimes due to negligence, he commits such mistakes, due to which he has to suffer a big loss. So if you are also a Life Insurance Agent and you do not want to harm yourself in any way, then let us understand what are the tips and tricks to be adopted while using social media:
Time Selection for Life Insurance Business on Social Media:
Life Insurance Agents should not spend their productive time on social media at all. The meaning of saying is that your time when you can do your insurance business by staying in your workplace, that time should not be used on social media even by mistake.
You must strictly adhere to your time limit while using social media for the purpose of growing your insurance business. Suppose you have decided that you will be active on social media for one hour every day at a certain time. Then you should follow it.
Example: Suppose an insurance agent decides that he will be active on Facebook every day from 9 PM to 10 PM and along with this he will also be online on his WhatsApp. So this agent should keep publishing this information from time to time on all his social media accounts.
Because when you make such an announcement then all your social media friends get to know that you are available online on Facebook and WhatsApp and Facebook from 9 pm to 10 pm everyday. So, if any of your social media friends have a problem with their insurance policy or want to get information for a new insurance policy, they can contact you conveniently.
You should keep sharing your online availability information from time to time. For this, you can respond to the posts of your social media friends or do any online activity in that time interval. Doing so lets your new social media friends know about your online presence.
Introduce Your Ideal Personality on Social Media:
Insurance Agents need to set a role model when using their social media accounts. Social media is such a platform using which you can create an ideal image of yourself. An ideal image that any man, woman and child would love to be associated with.
On social media, you should try that people who do not know you, they also start trusting you within a short time of becoming your social media friend. Confidence is also such that he does not hesitate to share his personal things and his personal problems with you. If you are a life insurance agent and you want to improve your business through social media, then you will need to work in this direction.
Now the question is, how can an insurance agent create such an ideal image through social media? So let's understand it now:
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Don't follow the Traditional Routes followed by Agents:
If you want to create your ideal image on social media, then you should follow what famous motivational speaker and author Shiv Khera said, "People who win don't do any different work, they do everything differently."
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Social Media Representation of Life Insurance Products:
Most of the Life Insurance Agents promote their insurance company products on various social media platforms. If you also do this, then once you become a normal person, read different posts of your social media platform, in which you have told about insurance products.
Now suppose that you are an ordinary person who wants to buy an insurance policy for the education of your children and you accidentally reach the social media account of an agent.
You read an old social media post of agent you saw about a life insurance plan that is best for your child's education.
Then you look at some other old social media posts and you find that there is another life insurance policy which is said to be the best for children's education. Similarly, in some other posts, other policies have also been told better for the education of children.
Now think, if you were a common man, would you have been confused or not. Similarly, you should check your social media posts for daughter's marriage, for retirement, for financial security and think if you were a customer, would you be aware or confused to buy an insurance policy?
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What You Need to do:
As an insurance consultant you have to understand that your regional people are not interested in the name of any product of your company. Like if I talk about LIC's plans, I want to say that your regional people are not interested in LIC's Endowment Plan, Jeevan Anand, Jeevan Labh and other other plans. Rather, a common man needs a plan to meet his children's future, his own growth and other such needs.
So if you post your insurance company's products on your social media by their names then I think doing so does not benefit you well. Rather, if you post any of your plans in a language understandable by the common man, then it is more effective and you can get good benefits from it.
For example, suppose you are an agent of LIC and you want to publish LIC's Jeevan Lakshya policy targeting children's education, then you should make your social media post in such a way that everyone can easily understand it.
First of all, you should choose a great heading, which will attract the attention of the people. For example, "LIC's Best Plan for Children's Education" can be a good title. Such heading is easily understood by the people, whereas if you make your heading "LIC's Jeevan Lakshya Policy", then this heading is understood by the insurance practitioner and not by the customers.
Now when you write the details of this plan then also at that time you should keep in mind that a normal person is reading your details. So it should be presented in very simple language. You should submit the details of the plan subject to the terms and conditions of the policy.
In the details of the plan, you have to tell that how much a father has to spend on his children's education at present, how much will he have to spend in future when the subscriber's child gets higher education?
What are the benefits if he saves regularly for the education expenses of the children and what are the challenges he will face if he does not save any at present?
You also need to explain what could happen if he chooses banks or other institutions for the children's education, due to the non-compulsion of savings, and how the insurance policy can be better suited in this context. What can be the benefit of the insurance policy to his family and children in case of death?
How can the use of maturity of this scheme of LIC be beneficial for the education of the children. You should furnish a detailed description of the same. Keep in mind that your complete details should be around the education of the children and not about the insurance policy. When you have completed your details, then at the very end, describe the plan in short words: All the above mentioned benefits are possible to get through LIC's most popular plan Jeevan Lakshya.
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Don't trash Insurance Products in Social Media Posts:
Social Media is good to be used for social connections. But when you repeatedly present insurance plans in your social media posts, your social media friends may not like your posts. It is wrong to do so and you will not get any special benefit by doing so.
You should publish information about any insurance product on your social media account at an interval of one or two months. Before publishing the information of the insurance product, you should do a lot of research and make it very attractive and publish it. After this, you should keep sharing the link of this post below your other normal posts.
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Try to touch People's Heart on Social Media:
Before I go ahead with my talk, I want to say one important thing, that is to say "Whenever you want to smile, smile from your heart, because fake smiles can be understood by people."
That is, I mean to say that if you want to establish your ideal personality, then first of all you have to try to become an ideal person. Any mother, sister and daughter can feel the image of her son, brother or father in you, you have to make your personality in such a way.
If you want any person to start trusting you so much that he starts sharing his personal things with you, then first of all you have to try that any woman can talk to you easily.
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Instead of Becoming a Life Insurance Agent, be a Benefactor of the People:
After reading your social media posts, people should see an image of a person with a philanthropic personality rather than an agent. If you are successful in doing this, then you will find yourself that gradually people will keep connecting with you. You will play an important role in various public programs.
Now the question in your mind will be that which topic should we include in our post, so that your public-friendly image can be created? So for this you can adopt some important tips.
Suppose that a health camp is going to be organized in your area or there is such a mega sale which can benefit the areas there. Then you must include such information in your social media posts.
Similarly, if a child in your area achieves great success in his school, or achieves a good position, then his success should be posted on his social media. If possible, you should interview such children and post them on your social media.
You should post information about the hospitals in your area and the services available in those hospitals on your social media. If possible you should talk to the management officials of such hospital. You should share your experiences with them and your photos with them on your social media accounts.
You should also share the mega malls in your area and their services on your social media accounts. Should talk to good lawyers, architecture, police officers of your area. The success stories of their life, their experiences and your own pictures taken with them should be shared on your social media accounts.
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Inspire People to do Better:
If you follow the methods mentioned above. So you can easily inspire people to do something better. Doing this will create your public-beneficial personality. Let us understand it in simple words.
Suppose you interview a kid who has just cracked IAS and you post this interview on your social media. Along with this, you also share your photo and your experiences with that child. Doing this will set you apart from other general insurance agents.
But with this you can do a live streaming on your social media, in which you can keep some things for the children to improve their future. You can tell your social media friends that they must join their children in this live streaming.
During this live streaming, you can know from those children their future plans and accordingly you can make your social media friends aware.
How To Sell Big Insurance Using Social Media
If you want to sell big insurance, then your social media account can fulfill this desire very easily. Provided that for this you have to work carefully.
As mentioned above, you should share the experiences of big officers, lawyers etc. in your field on your social media account. When you start your efforts to start this work, you should first introduce yourself carefully to these officers.
Let me make an introduction to make my point more clear. Suppose an agent goes to contact a higher official in his area, he introduces himself like this, "Sir, my name is [your name] and I am an agent of India's number one Life Insurance Company "Life Insurance Corporation of India". Sir, today you are on such a big position, surely it is a matter of pride for you and your loved ones. Sir, the struggles of your life can be a great source of inspiration for other people. That's why I want to interview you. So sir would you like to spare some of your valuable time for us?"
When you do this, you do two things, the first is that you create an inspiring personality for others on your social media. So the second is that you influence that officer as well. By doing this type of work, you start having relations with such big executives and venture capitalists and it becomes an easy way to get big insurance in your business.
How to Sell Insurance to More People
When you follow the methods mentioned above. So by looking at your social media account any person can understand that you are not only a person of good ideology but you also have good relations with people of good, rich and high positions in your area. That being so, it becomes much better for your business.
When you include information about a shopping mall, health camp or hospital on your social media platform, then it also has a lot of impact on the people. As a result of which on one hand that hospital or shopping mall starts supporting you and on the other hand your social media friends also support you.
When you do any live streaming, you can easily know the wishes of the people. After which you can get success by presenting the insurance plan according to their wishes.
Conclusion
Using social media provides you a huge platform. Using which you can influence people properly, you can build better relationships with them. Can understand the needs and desires of the people.
After which you can sell the insurance policy by presenting the plan according to their needs and wishes.
30 April 2025
We welcome you to the Jeevan Bima Bazaar! In modern India, Social Media has made an important place in human life. Today, the use of Social Media is not limited to personal communication only, but people are making profit by using Social Media for different businesses as well.
In such a situation, a question often arises in the mind of Life Insurance Agents that which Social Media Platforms can be most useful for Life Insurance Business and why? So in today's article, the answer to this important question of yours will be known in detail.
The use of different platforms of Social Media in the Life Insurance Business has increased rapidly. These Social Media Platforms are helping financial advisors, insurance companies to achieve their goals. It is also proving helpful in establishing contact with customers and in brand building. Given below are some of the important Social Media Platforms which can prove to be better for Life Insurance Business:
Uses of LinkedIn for Life Insurance Business
Linked-in can prove to be an important Social Media Platform for Life Insurance Business. Because it proves to be an important medium for traders, Life Insurance Advisors and their customers to strengthen mutual relations and establish new contacts. On LinkedIn, you can share your blog posts, articles and information related to Life Insurance, so that you can do your brand building.
Uses of Twitter for Life Insurance Business
Twitter can prove to be another important Social Media Platform for Life Insurance Business. On Twitter, you can share your important thoughts related to trending things, important news and Life Insurance. You can use Twitter to stay in touch with customers, get feedback and encourage Life Insurance.
Uses of YouTube for Life Insurance Business
Today the popularity of YouTube has increased a lot in the Indian society. Today, there would be hardly any mobile user in the Indian society, who would not be using YouTube. So using youtube for Life Insurance Business can prove to be very fruitful.
Life Insurance Agents can create their own youtube channel to improve their insurance business. In which information about insurance coverage, advice on insurance plans, advice of your satisfied customers, etc. can be uploaded by making videos. This can become an important medium for you to connect with New Customers and strengthen your Insurance Business.
Uses of Facebook for Life Insurance Business
Facebook is actually a business platform, you can create a page here to fulfill your specific purpose. In which you can share professional information, articles, images, videos etc. as per your wish. You can also do live streaming on Facebook.
All these Facebook tools provide a strong platform for Life Insurance Agents to reach out to new people. Here you can advertise. You can create your own community or you can join an already existing community. Facebook is blessed with so many tools to help you grow your business by promoting Life Insurance Products and your services.
Uses of Instagram for Life Insurance Business
Instagram is a visual Social Media Platform, so it provides various types of advertising and branding power to Life Insurance Agents and insurance companies. Life Insurance Agents can share images of Life Insurance Plans on Instagram. Apart from this, images of honors or gifts received at a specific event can be shared.
Through Instagram, you can work to build your professional image and attract a target customer group.
Uses of Pinterest for Life Insurance Business
Pinterest is also very similar to Instagram. But Pinterest is such a Social Media Platform where links can be shared with images. Therefore, for those of Life Insurance who are using other Social Media like YouTube, Facebook for Insurance Business, Pinterest can give even more benefits.
Life Insurance Agents can share images and links on Pinterest about Insurance Plans, Financial Protection opportunities, Financial Planning and healthy living for customers.
Conclusion
In short, LinkedIn, Twitter, YouTube and Facebook can prove to be the best Social Media Platforms for Life Insurance Business. You can use them to get New Customers for Life Insurance Business and do your brand building.
While working on Social Media, Life Insurance Agents should analyze their actions closely at the end of each month and work with a good strategy. Do not take the decision of leaving any Social Media Platform in haste. Because working on Social Media does not give instant results.
If you make the right strategy and better decisions, then you will find that gradually your business is becoming a big success.
29 April 2025
Using Social Media can be an important weapon for Life Insurance Agents. Using which Life Insurance Agents can attract new customers for their business. Here are some tips that you can try to improve your Life Insurance Business on Social Media:
Explain Life Insurance Plans and their Benefits
Life Insurance Agents should share information about Life Insurance Plans on Social Media, information about the benefits of these plans. Along with this, also share detailed information about the ill-effects in the absence of Life Insurance Plans.
If Life Insurance Agent includes these measures on his Social Media then people will be more aware of insurance plans and chances of increase in your new customers will increase.
Share Knowledge and Advice
Life Insurance Agents should include informative and valuable advice about Life Insurance when building their profiles on Social Media. After reading your profile, your customers should realize that he/she is on the profile of a professional expert Life Insurance Agent.
This is very important and makes you different from other common Life Insurance Agents. By doing this you get more respect in your business and more profit in insurance sales.
Demonstrate Expertise
While working on Social Media as a Life Insurance Agent, you should always keep in mind that people will recognize you through your Social Media and If you are able to introduce your specialty through various posts of your Social Media. Only then you can get success through Social Media.
So for this you need to include Life Insurance and updates in its plans, marketing advisory and regulation related to Life Insurance in your post. You should showcase your administrative abilities on your Social Media, your Life Insurance expertise and your positive attitude towards Life Insurance should also be reflected in your Social Media posts. This is very important for you.
Provide Useful Content
The Life Insurance Agent should assess the needs of the customers and accordingly include useful content in their Social Media posts.
You can share information regarding Life Insurance through various blog posts, videos etc. Life Insurance Agents must keep in mind that the Social Media posts you make should be attractive and should be so simple that people can understand the information you want to convey through your Social Media Posts.
Use Contests and Giveaways
Life Insurance Agents should organize various contests on Social Media and announce prizes to the winning contestants of that contest. You can also organize competitions related to Life Insurance topics and also on other general topics.
If you organize a competition on the basis of Life Insurance, then you should ask the contestant to give a positive answer regarding Life Insurance. So that people actively become a part of this competition and create a positive environment for Life Insurance Business.
Whether you are planning a competition on Life Insurance or any other topic, such an event and the consequent distribution of gifts will project you as a leader. Because of which you will see better results in your business.
Conduct Customer Conferences on Social Media
Life Insurance Agents must do online conferences to strengthen the relationship with customers. In which questions and answers from customers, solutions to customers' problems, benefits from any particular Life Insurance Plans, etc. can be made the subject.
To conduct this type of conference, services like webinars, chat series, live streaming can be used. This is a way through which new people easily connect with you and you get profit in your Life Insurance Business.
Things to Remember
While working on Social Media, a Life Insurance Agent must always keep in mind that if you want to achieve success through Social Media, you need to take continuous action for it. You should regularly share high quality content on Social Media.
You must respond to customer queries and feedback on a regular basis and on the last day of each month you must analyze your actions carefully. These are the ways by which you can attract customers for Life Insurance Business and make your Life Insurance Business successful.
28 April 2025
If you are a Life Insurance Agent, then you also have to change in today's changing times. Nowadays the use of Social Media has increased a lot in Indian society. So if you use it in your Insurance Business, then it can prove to be very useful for you. Through various platforms of Social Media (eg: Facebook, Instagram, Twitter and YouTube), many people are trying to make their business successful. In such a situation, you can also get new customers for yourself by using them.
We are often asked a question that why is social media important in Life Insurance Business? So in this article of Jeevan Bima Bazaar, we will try to answer this important question of yours in detail. We will also try to know how you can grow Life Insurance Business and find New Customers using Social Media?
Social Media is an important tool for Life Insurance Business because it provides you a medium to connect and attract more and more customers. Here are some important reasons that make the use of social media important for Life Insurance Business:
Opportunity to Communicate with Customers through Social Media
Having a presence on Social Media Platforms allows you to interact directly with your audience. You can answer their questions, solve their problems, and provide them with information about your products and services. It helps you to be tactful and build trust with your audience, which is extremely important in the Life Insurance Business.
Brand Yourself on Social Media for your Agency
Social Media provides you an opportunity to promote your brand. You can share your business features, updates, qualifications and the latest news. Plus, you can personalize your brand by sharing videos, photos, and quotes with your audience through Social Media. It helps you to share your brand and motivate the audience for Life Insurance Products.
Promote Yourself on Social Media
On Social Media Platforms, you can reach your business to a targeted audience. You can specify your ideal customer group and target population using various Social Media channels and provide them with relevant information about Life Insurance needs and products. This makes your marketing reach more effective and helps you achieve your goals.
Social Media is a practical and unusual method in the Life Insurance Business that you can use to expand your business and attract customers. Through Social Media, you can communicate with your audience, promote your brand, and increase your business's visibility and influence. So, using Social Media for Life Insurance Business can give better results.
27 April 2025
We welcome you to Jeevan Bima Bazaar! Using Social Media for a Life Insurance Agent has become a unique and important technique nowadays. By using Social Media, a Life Insurance Agent can not only reach out to people across the globe but can also make it a new medium for branding, marketing and improving their Insurance Business.
If you are a Life Insurance Agent and want to know how to use Social Media for your Business, then this article is for you. You have unlimited ability to use the Social Media platform. You can highlight the features and benefits of your Insurance Business and attract new customers.
You can present your articles in a funny way to make people interested on Social Media. You can attract your readers by using funny memes, cartoons or stories in your articles.
You can very cleverly showcase your goals and your ideology as a Life Insurance Agent on Social Media. By doing this, you create your professional image, due to which people get influenced by you unintentionally. So to grow your Life Insurance Business through Social Media, follow the methods mentioned here carefully.
Life Insurance and Social Media: Combining Two Powerful Tools
In the current Indian society, Social Media has become an important part of people's daily life. On the other hand, if Life Insurance is studied, it provides Financial Security to the people. In general, it appears to be a split and isolated program. But if you combine the two, you have a unique combination of Life Insurance and Social Media, and both become Powerful Business Tools.
Social Media has provided an expanded platform for Life Insurance Agents to reach out to new potential customers and drive their Business to them. As a Life Insurance Agent, you can promote your products through Social Media and interact with a large audience on Social Media.
You can create communities and groups on different Social Media platforms or join groups already created by others. You can share Insurance related advice, tips and useful content on such communities and groups. By doing this, your professional image is created, the benefits of which you get to see in your Business.
People share their experiences and suggestions on Social Media. It helps Life Insurance Agents to understand the needs and preferences of their customers. You can also get people's feedback and suggestions through Social Media and modify your services keeping in mind the feedback and suggestions given by people. By doing this your business gets new power.
Thus, using Social Media in Life Insurance Business can give you momentum in your insurance business. Through Social Media, Life Insurance Agents can reach more people and they can achieve success in their business by informing customers about their products and services. Thus, the use of Social Media can become a powerful tool for Life Insurance Agents.
Social Media Tips and Tricks to Attract customers
In the modern world, Social Media has become a unique platform to attract customers and promote your brand. So here are some Tips and Tricks for Life Insurance Agents that you can use to stay connected with your customers and bring your products and services to their attention.
- Weekly or Monthly Featured Articles: It is an important tip to regularly post weekly or monthly featured articles on your Social Media. Your article should be the one providing your Customers with the latest Insurance and Financial Information. This article of yours will make your clients realize your competence and expertise.
- Regular and Timely Post: You should keep posting regular and timely on your Social Media, it is a good way to stay in touch with the customers. If you keep sharing the latest trends, News or Insurance related updates, people will be attracted to visit your Social Media Regularly.
- Share with Humor: Remember, the Life Insurance Business is a Business of Relationships. The better relationship you have with people, the better your business will be. Therefore, Life Insurance Agents need to make their Social Media posts interesting. To do this judiciously you should use funny articles, funny pictures and emotional videos.
- Q&A Session: The easy and best way to do Good Business through Social Media in Life Insurance Business is to interact with your customers every month. You can ask questions to your customers and answer their queries. By doing this people's interest in your business will increase and you will get better business results.
In this way, by using Social Media Tips and Tricks, you will be able to attract customers and promote your Life Insurance Business. Social Media is a powerful and effective medium that you must use properly. Hope, this article will help you to be aware of useful Tips and Tricks to attract customers on Social Media.
Correct use of Social Media to Grow Life Insurance Business
If you want to do Insurance Business through Social Media, then you need to know how to use it properly. You will get millions of customers on different Social Media Platforms and you will also get opportunities to interact with them, due to which you can get huge Insurance Policy Sales and profit potential. But this can be possible only if you know the right use of Social Media. So let's understand it in detail.
Goal of Life Insurance Business:
If you want to get success in Life Insurance Business using Social Media, first of all you have to set your goals. You have to decide what you want to achieve through Social Media? Are you looking to acquire New Customers to Grow Your Life Insurance Business, want to build your professional image or want to use Social Media in Policy Servicing?
However, all the above goals can be targeted using any Social Media. But you must know your priority. So that you can choose the right Social Media Platform keeping this in mind. If you choose the right platform, you can get better results by utilizing your time, energy and resources properly.
Choosing the Right Social Media Platform:
When you know your Goal, then you should think that keeping in mind your Goal, which can be the best Social Media Platform for you?
I want to make my point more clear. Today all types of Social Media Platforms are available, such as Facebook, Twitter, Linked-in, Instagram, WordPress, YouTube, Blogger, WhatsApp, Telegram etc. All kinds of people are present on all these types of Social Media Platforms.
Now if you want to use Social Media for servicing Life Insurance Policies, then WhatsApp or Telegram can prove to be the best Platform for you. Similarly, if you want to create your professional image, then YouTube, Blogger and WordPress can prove to be the best Platforms for this.
If you want to find New Customers through Social Media, then Facebook, Twitter, Linked-in, Instagram can prove to be better Platforms for this. This is because the utility of each Social Media Platform is different. So you have to choose the right Social Media Platform to fulfill your Goal.
Create Good Content for Insurance Business:
For success on Social Media as a Life Insurance Agent, you must include high-quality content in your Social Media posts. You must understand the needs, interests and problems of your target customers and create content for Social Media posts accordingly.
To be successful in the insurance business through Social Media, you need to have a broad understanding of issues and be able to demonstrate the same. You should be active on your Social Media account daily or at a fixed time interval and should be actively interacting with your target customers in that time period.
Inspection and Evaluation
This is the most important step to get success in Life Insurance Business through Social Media. It is very important for you to observe the work done by yourself on Social Media and its results on the last day of every month.
In the initial phase, you will also need to decide which Social Media Platform is proving to be the best for you and which type of Social Media post is providing the most interest to your target customers?
When you observe this regularly, it will help you to make strategy improvements and take necessary steps to empower your Life Insurance Business through Social Media.
26 April 2025
In the present times, Social Media is playing an important role in every field. Whether you want to use it personally or present yourself as a brand, whether you want to improve your business or do social work - with the help of Social Media, you can complete all these tasks very easily and in a better way.
Now that Social Media has become so important in human life, can the Life Insurance Business remain untouched by it? So the answer is - no, provided it is used wisely in the Insurance Business.
Friends, we are basically writing this article of Jeevan Bima Bazaar for those Life Insurance Agents who are stuck in doubts about the use of Social Media and its results. Who want to know whether the use of Social Media will benefit or harm their Insurance Business.
So through today's article, I will give you information about the advantages and disadvantages of Social Media while being unbiased. So that you can decide whether you should use Social Media to make your Insurance Business successful or not. So let's start this important information-
Importance of Social Media for Life Insurance Agent
If you talk to people living in your area and collect data about how many people in your area are using Social Media, then you will also find that most people of your society will be using different platforms of Social Media. Yes, if such assessment is done on the basis of age group, then this figure can be different according to different age groups. But still you will find most people of your area using Social Media.
Now if a lot of people are present together on a platform and if as a Life Insurance Agent you can also reach that platform, then this can be a golden opportunity for you and your business. Provided that you know the right way to put your point across. In this direction, a Life Insurance Agent can easily fulfill many of his objectives through Social Media:
Reaching Out to Customers:
There are many types of people available on different Social Media platforms. In such a situation, by properly using platforms like Facebook, Instagram, LinkedIn, Twitter and YouTube, you can reach out to New Customers. Yes, you may not be able to talk to everyone one by one, but despite this, you can reach out to more and more people at once and influence more people.
Building a Professional Image:
You will find many such people in the society who have some special kind of talent, but due to lack of access to the right platform, their talent is not able to reach the people. Social Media is such a platform for such people, which provides such people an equal opportunity to show their talent. I am sure that you too will be aware of many such celebrities who have achieved a better position with the help of Social Media.
As a Life Insurance Agent, you also have this opportunity, by using Social Media you can also reach out to people with your knowledge and build your professional image.
Development of Business Relationships:
Social Media is not only an easy way to reach new customers, but with its help you can also build your business relationships. I know many such Life Insurance Agents who started their business from Social Media and by developing relationships, they are today moving on the path of success.
I want to share one of my experiences here. A woman agent was doing her Life Insurance Business in a big city. In a few years, when her business improved a bit, her husband got transferred to another district. She was forced to transfer her agency to the new district.
The new city was completely new for her. She did not know anyone in this new city. On our suggestion, she created her account on Facebook, YouTube, Blogger website and WhatsApp and first of all started the work of policy service. After Policy Servicing, she started sharing customer conversations and her experiences on Social Media. She did not get any profit for the first six months, she kept incurring losses.
In the seventh month, she sold her first insurance whose Sum Assured was Rs. 50 lakhs. This was the biggest insurance of her life. Even today she is using Social Media and has kept two staff to regulate Social Media.
So friends, the right use of Social Media can not only get you New Insurance, but it is also a medium through which you can develop your Business Relations. Not only this, it is also a medium through which Social Media can help you reach the kind of customers you want to work with.
Use of Social Media in Policy Servicing:
The use of Social Media for Policy Servicing is very beneficial for a Life Insurance Agent. Its use saves a lot of time and money of the agent and develops a professional image.
In Life Insurance Policy Servicing, the use of Social Media proves to be very useful for tasks such as Premium Reminders, Survival Benefit Reminders, Revival Reminders. For this, digital resources such as WhatsApp, Telegram, Email can be used.
Benefits of Social Media in Life Insurance Business
While on one hand Social Media is being used by people for their own entertainment and other reasons, on the other hand many people are using it to improve their different businesses and are improving their Insurance Business.
Now in such a situation a natural question may arise in your mind that if Social Media is used to improve the Life Insurance Business, then what benefits can a Life Insurance Agent get from it? So let's understand the benefits that a Life Insurance Agent gets from the use of Social Media-
- Wide Reach: By using Digital Platforms a Life Insurance Agent can reach his Insurance Business to a large group of audience.
- Low Cost: Generally, creating a new account on Social Media, publishing your views on your Social Media account is absolutely free. But if you want to promote a product on Social Media, then you can do this work at a very nominal cost.
- Branding: On Social Media, you can reach out to people through your articles, videos and other means. You can listen to their problems and provide them solutions like an expert advisor. Your professional image is built by the activities you do.
- Saving Time: In Life Insurance Business, it often happens that at a certain time you need to do some special activity related to your Insurance Business. Normally, you need to participate in such activities. But with the help of some automated processes and post scheduling tools on Social Media, you can do such activities very easily. By doing this, you can save a lot of time.
Disadvantages of Social Media in Life Insurance Business
There are different types of advantages and disadvantages in doing every kind of work, the same rule applies to those who try to do Life Insurance Business on Social Media. Let us know that if you use Social Media as a medium to do Life Insurance Business, then what challenges will you have to face by doing this and how can you suffer losses.
- Competition: If you want to try for Life Insurance Business through Digital Platform, then you have to understand that you are not alone here, many people like you are engaged in this effort to improve their business. If you want to achieve success by making Social Media a medium, then you have to do better than others.
- Strengthening Rival Agents: Generally, in an effort to perform better on Social Media, you share your work methods on Digital Platforms. This is a golden opportunity for your rival agents. They can be a big challenge for you to learn your work methods and do better than you.
- Theft of New Business: Since all Digital Platforms are an open platform for everyone. Therefore, all your activities on your Social Media platform are available to everyone. In such a situation, if a customer contacts you on Social Media and tries to understand the Insurance Policy and another agent realizes this, then he can definitely try to steal your customer.
- Credibility Issue: If a person tries to understand a Life Insurance policy on a Digital Platform, then you cannot find out in any way whether he is a customer or another Life Insurance Agent is talking to you to learn about your online efforts. If you get caught in such a trap laid by another Life Insurance Agent, then on one hand your time is wasted and on the other hand your technology goes to another agent.
- Limited Impact: On the Digital Platform, you can leave only a limited impact on new customers. Since Life Insurance Business is related to financial matters and nowadays so much online fraud is being done that due to this people will not be able to trust you.
Note: To avoid all the above disadvantages and for better performance, my brief suggestion would be to use the Digital Platform only to develop business relations with people. For the remaining efforts, you should contact them directly.
Social Media Strategies for Life Insurance Agents
Think about it once- if you have to organize a small party or any other event, do you start it suddenly or do you make a plan to make that party or event successful? Remember, if any work is started without any plan then the chances of its success are very less and generally you have to face many problems in such work.
Similarly, if you want to try on Digital Platform to make your Life Insurance Business successful then you have to make a better strategy. I would like to draw your attention to some things-
Choosing the Right Digital Platform:
At present, many types of Digital Platforms are available for everyone which can be used by everyone. So first of all you must understand which platform is made for what purpose. So that you can choose the platform that is suitable and suitable for you.
- Facebook: This platform can be used to make new friends, find old friends and express your views on social issues. Here you can share short posts, images, videos. So I think this platform will be suitable for you to find new customers and develop business relations with them.
- X (Twitter): This is a platform where you will find leaders, actors, celebrities, doctors, engineers and all other types of people. You can put your views briefly on this platform. If you want to sell big insurance then this platform can be a good option for you.
- Linked-in: Actually this platform was created to fulfill employment related needs. People who need people to get work done or people who are looking for employment. This platform can prove to be a suitable platform for those people. If you are a development officer or CLIA in an organization like LIC, then with the help of this platform you can find new agents.
- Instagram: On this platform, mainly images and videos can be shared. So if you are comfortable with these contents, then you can use Instagram to put your point across.
- Youtube: This is a platform where you can present your point through videos. So if you feel that you can explain to people in a better way, then this platform can also be a suitable option for you.
Note: Remember, while choosing a Digital Platform, you should choose only those platforms on which you can post content easily. For example, if you do not know how to create images and videos and you choose Instagram and share someone else's content, then you may be accused of copyright infringement and face a penalty.
Planning for Digital Content:
Once you have chosen which Digital Platforms you want to work on, the first thing you must think about is what kind of content can be included on that platform. That is, can you give information on it through articles or through videos or present your point in some other way.
Once you know about the above, you should think about which of the existing options you are comfortable with. Once you have decided this thing, then you have to think about what you want to do on your Digital Platform? Let me clarify my point-
- Including Educational Posts: You should publish more loudly about that Life Insurance policy in your Social Media posts, for which you consider yourself more expert. Apart from this, it can be beneficial for you to include information related to insurance awareness, Life Insurance policy servicing in your post.
- Include Customer Stories: You should feature customer experiences on your social media platforms from people you have sold life insurance policies to or assisted with policy servicing or helped get death claims paid for policies.
- Incorporate Live Q&A: If possible, you should organize live sessions from time to time and tell people on your Social Media platforms that if they have any problem with their Life Insurance policy, they must join your live session to get it resolved.
Ensure Time Duration
In the context of efforts to make Insurance Business successful with the help of Digital Platforms, one of our important suggestions for you would be that it would be best to use Digital Platforms only and only for developing new relationships. If you will work by relying on Digital Platforms with the hope of selling insurance, then I am afraid you may fail.
So I would strongly say to you that you should give only one to two hours of your free time to Social Media. Choose the time keeping in mind your convenience and keep presenting the information of the time you choose on your Social Media platform from time to time. So that your audience knows about this and they can contact you whenever needed.
Tips for Insurance Agents to use Digital Platforms
If you are trying to improve your Insurance Business, then I have some suggestions for you and I would say that no matter what, you must follow them-
- Maintain Authenticity: Remember, it may take years of hard work to make a name but a few moments are enough to spoil the name. So, our suggestion for you would be to be very careful in whatever information you are publishing on your Social Media. Always publish correct, accurate and authentic information on Social Media.
- Develop New Business Relationships: Remember, your presence on the Digital Platform is only and only for the purpose of accelerating your business. I think you should not focus on insurance sales on your Digital Platform. Rather, your focus should be on how to develop relationships with new people so that you can reach out to them.
- Be Cautious: Remember, every Digital Platform is freely available to everyone, so do not share any of your information here which may cause problems for you in the future.
- Maintain Balance: Remember, you are in a business that deals with money transactions. Due to online fraud, most people avoid taking any financial decision based on digital claims. So, use your free time on Digital Platforms. Because selling insurance policies here is a very difficult task.
Conclusion
The use of Digital Platforms can be a great tool to improve the Life Insurance Business, but it is not everything for this business. It is a medium with the help of which new customers can be connected and your business can be promoted. You have to understand that customers can be reached through digital mediums, but personal contact and efforts are very important to complete the sales process.
25 April 2025
We heartily welcome you to this interesting and important article on the Jeevan Bima Bazaar. I am sure that this article will prove to be very useful for those Life Insurance Agents who want to become successful in their Insurance Business by using various types of Digital Platforms.
In this article, we will also learn about the challenges faced by those Life Insurance Agents who are using digital means to make their Insurance Business successful with the changing times. We will also try to draw your attention to those mistakes, due to which you get away from the success of your Insurance Business.
In this article, we will also discuss some important issues, such as how Social Media Groups and Pages can be used effectively. So let's understand this important information in detail without wasting your time.
Challenges of Life Insurance Agents on Digital Platforms
If you want to become a Successful Agent, then in today's date you have to use Digital Platforms, but just like every coin has two sides, similarly, the use of Digital Platforms brings benefits to Life Insurance Agents on one hand and on the other hand it also causes losses. So if you want to use Digital Platforms in your Insurance Business, then first of all you have to understand these challenges.
01- People's Participation on Digital Platforms
Most of Life Insurance Agents, who want to improve their Insurance Business through digital means, start trying on various Social Media Accounts. But keeping people engaged on such platforms is a challenging task for everyone.
Many Life Insurance Agents keep publishing their Life Insurance Products through various posts on their Social Media. But if the content published by them is not lively and attractive, then people leave the Social Media Platforms of such Life Insurance Agents.
02- Lack of Trust of People on Digital Means
This is the biggest challenge for most Life Insurance Agents. Due to the online frauds happening every day, most people do not trust the Financial Presentation presented by the people associated with the Digital Platform. Since Life Insurance Products are a subject related to Financial Transactions, it is quite difficult to sell Life Insurance Policies directly using Digital Means.
3- Lack of Selection of Digital Content
Many Life Insurance Agents share different types of content on their Digital Platforms without any prior planning and without paying any attention to whether the content they publish will be liked by the people or not. Agents who do this kind of work on digital resources only waste their time and energy, they do not get any special benefit by doing this.
Reasons for Agents' Failure on Digital Platforms
Many Life Insurance Agents create their accounts on various Digital Platforms to promote their Insurance Products and then create their own groups or pages on the respective platforms. Such agents continuously add information related to various types of insurance on their groups or pages.
Agents who try using digital resources think that their efforts will bring them success. People will be impressed by the insurance related content available on their groups or pages and will contact them to buy Insurance Products. But on the contrary, people leave their groups or pages due to the following reasons:
1- Uniformity of Digital Content
Most people do not like to discuss insurance topics and the presentation of insurance related information every time can bore people. People do not join digital platforms to increase their knowledge or to get information related to investments, but people join with the purpose of getting entertaining and interesting content.
So, if you work on your platform by focusing only on promoting your products without keeping in mind the purpose of people being on the digital platform, you cannot keep people engaged on your Digital Platform.
2- Lack of Communication
Many a times it has been seen that people try to contact the Insurance Agent through comments on the digital platform or through means like messenger to get a solution to their problems or to get more information about Insurance Products.
If the agent does not respond to such people in the form of a solution or responds after a long time, then due to the lack of such communication, people leave the Digital Platform of such an agent.
3- Excessive Promotion
If you publish various Life Insurance Products on your digital resources, every other day describe a New Insurance Product as better and write messages motivating people to buy that product, then it does not make your audience feel comfortable and you unknowingly create an image of yourself as a greedy Life Insurance Agent. People also leave the Digital Platform of the agent who does this.
Doctor's Strategy for Digital Work
If you are a Life Insurance Agent who really wants to succeed in your Life Insurance Business and wants to use digital tools to achieve this goal, then our advice for you would be to make a good strategy before presenting content on various Digital Platforms and implement it.
We believe that to achieve success in any work in this world, you should first know about the challenges while doing that work. Because when you have a correct estimate of the challenges, you can achieve success quickly by making the right strategy.
For a Life Insurance Agent who wants to achieve success through Digital Platforms, our advice would be that he should adopt the strategy of doctors before publishing content on any of his platforms. If you do this, you can make your Digital Platform more effective. Let me present my point with an example.
Example
I am sure that you must have contacted doctors at some time in your life. Has any doctor ever advised you to take bitter medicine? I am sure that if this has happened to you, then you would know very well that taking medicine on time will improve your health, despite this you may not like to take medicine.
If your doctor is wise, then he will already be aware of your nature and while giving the medicine, he would have told you that you have to take this medicine with sugar candy or honey. He does this only because he wants to make you healthy and he knows very well that with this method you will be able to take bitter medicine easily.
Similarly, if you present the content on your Digital Platform according to the interest of your audience and along with this, publish your business content in an interesting way, then your chances of success can increase to a great extent.
How to do
- Publish Informative Content: Keep sharing interesting content related to Insurance Plans, details of Insurance Products, General Financial tips on your Digital Platform.
- Solve Customer Problems: Share articles, videos, etc. on your Digital Platform that can help your customers solve their problems. Help people in need.
- Make the Digital Content Interesting: Share the experiences of people who have bought Life Insurance Policies from you or whom you have helped in paying various claims. Include family and educational movies, video clips, etc. to make your Digital Platform Interesting.
Common Mistakes Made by Agents on Digital Platforms
Most Life Insurance Agents create their accounts on various Digital Platforms to improve their business, but they keep making some small mistakes, due to which they do not get the best benefit from it. Let's understand those mistakes:
-
Ignoring the Interest of Customers:
On the Digital Platform, you have to give importance to the interest of your audience. You have to include such content on your platform at any cost, which on one hand creates a better image of you and on the other hand keeps the audience engaged. Old audience follows you for a long time and new audience keeps joining your Digital Platform.
Most agents do not pay attention to this, as a result of which people do not join their Digital Platform and those who are already connected also leave them.
- Lack of Quality in Digital Content: When you include unclear and low quality content on your Digital Platform, it can cause serious damage to your image.
- Lack of Regularity: Almost all Digital Platforms give priority to those accounts which remain updated on their platform. So whatever digital resource you are using, you must publish some new post with related content on your platform in maximum 72 hours.
- Lack of Response: Not responding to the comments and questions of the audience on the digital platform can become a big obstacle in reaching your goal.
What should a Life Insurance Agent do on Digital Platforms
To be successful on the digital medium, a Life Insurance Agent should do the following:
- Create and Review Strategy: To be successful in Life Insurance Business using digital medium, first of all you should make a better strategy and work on that strategy continuously for at least three months. After three months, you should evaluate your work.
- Understand the Interests of the Customers: Try to understand the interests and needs of your target customers and prepare digital content accordingly. For example, if your target customer is the youth. Then understand what will be the interest and need of a youth and share the content on your digital platform.
- Include Variety of Content: Create as many articles, videos and graphics as possible yourself or get them prepared by professionals and share it on your Digital Platform. Include Financial Advice, benefits of Insurance Plans, Motivational Stories, frequently asked questions and answers, etc.
- Give Importance to Customers: If your audience gives any feedback or writes any question in the comment section of your post on digital means, then you must reply to them at a certain time interval. You should make them feel that they are important to you and you are dedicated to them.
- Be Active on Social Media: Remember, every Digital Platform gives more importance to those accounts which are more active. This means that if you want to work on Facebook, Instagram, WhatsApp or any other such platform, then you must publish a new post at an interval of maximum 72 hours.
- Use Digital Advertising: For a particular product on which you have a good hold, you should resort to Digital Advertisements. For such advertisements, first of all you target your target customers and make advertisements keeping in mind their needs.
Conclusion
Working on Digital Platforms can be full of challenges, but with the right strategy and keeping in mind the interest of the customer, you can make it a successful medium. Remember, your content should not just be limited to promoting your business but it should also be valuable and useful to your audience.
After reading this article, do share your thoughts and suggestions in the comments below. If you find this information useful, do share it with your fellow agents and friends.