Just like direct mail advertising, email marketing and cold calling, social media is a tool that needs to be utilized for obtaining new clients and retaining the ones you have. But let’s take this slow and easy. No need to add 20 things to your to do list just yet. We’ve broken social media down to help you get a handle on the future of selling.


In our 3 part series, I’m Not Into Social Media. I’m Into Social Selling, you’ll get FREE tips on:


Part 1: Getting started on social.

Part 2: Finding the right followers and creating engaging content for the modern insurance consumer.

Part 3: Setting yourself up for success with pre-scheduling, calendar planning and ROI tracking.


Let’s get started!


Part 1: Getting Started On Social

“Why should I be on social media? It’s just pictures of babies and kittens.”

While personal social media may be just that, the business side can be a gold mine for social selling. “77% of B2C and 43% of B2B companies say they’ve acquired customers through Facebook.” So let’s stop wasting time and get started!


1. Set up a Facebook business page.

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We all know it’s important to separate your work life and your personal life. The same goes for social. By setting up a business page instead of using your personal page, you’re taking the first step to presenting yourself as an industry expert. Setting up a business page can take about 20-30 minutes.

Already have a business page? That’s great! But we will say it’s a good idea to check out these helpful hints and refresh your page where needed.

Helpful hints:

  • Use a high quality image of your logo or headshot for the profile image. This is the image people see when skimming over their news feed. Brand awareness…yes, please!
  • For your cover image, use an image of your storefront or focus on a product you want to promote. Just remember, the higher quality image, the better. Don’t get too wordy and keep in mind the parts of the image that are cut off when viewing on a mobile device.
  • Don’t try to reinvent the wheel. Just use content from your website for the “About Us” section.
  • Don’t forget to add your hours and phone number! Unless you don’t want anyone calling your for business or stopping by for a policy.


2. Develop a strategy.

What is your goal? What was the goal of your agency before social media was an option? Your social media goals and your agency goals should coincide. Visits to your website, calls made to your agency, brand awareness? Once you have this down (and it can change over time), you can start to think of your target audience and developing content.


3. Define your audience.

Who is your target audience? Are you looking to connect with people in your community, business owners in a certain niche, adults over a certain age?

You must decide who you are targeting before you can create valuable and engaging content.

Helpful hint:

  • Grab a notepad and write your strategy/goal at the top.
  • Below, list out your target audience.
  • If you are seeing that you have multiple audiences that’s okay. Just separate them out and categorize them by products or geography.


Let’s stop here for now. Download our handy “To Do” list and begin your journey to using social media for more than just brand awareness.


Look for next week’s Part 2 of I’m Not into Social Media. I’m Into Social Selling, as we focus on finding followers and creating engaging content for the modern insurance consumer

In the mean time, if you’re looking for some content to steal oops we mean share…check out our social media sites:

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