How to sell insurance online: A complete guidebook

About

The large portion of an insurance agent income comes from the commission earned on the insurance policies. Must read on a guide to the tax return for an insurance agent. Now, with more and more people coming online, it has become mandatory to make a shift in your proceedings. For this, you need to sell life insurance online. Read on how you can become an Insurance agent in India. This would enable you to build, grow and maintain a successful business venture.

Today more people hit the google search before making any offline attempts. And so, with some necessary tools, you too can see your business flourishing. Must read on the types of insurance agents.

Step-wise method to sell life insurance online:

Buy a powerful Personal Computer

If you really wish to sell insurance online and do it without a painstaking manner, we advise you to buy a new PC. Now, this PC should be powerful enough to run various programs and software all at once. If your PC is very old, then it would hamper the process of selling. It might glitch in between or freeze or crash, making the whole experience jarring. Keep reading on buying insurance agent online or offline: which option is better.

With the advent of new modernized PCs that run on high-tech processors, good ram & consider consulting a professional. As an insurance agent, your system needs to be up to date with advanced technology.

Build a Website

Now, you need to make your website as the customers need a place to visit when they need your services. You can, either hire someone professional to do it for you or you can avail free services of WordPress and various other web building sites. As an insurance agent, you can also hire a freelance web developer for the same. Learn how you can reduce your life insurance premiums now.

Remember not to waste too much money and time to build your own website. This process shouldn’t take more than 1 day (if it’s a startup) or 1 month (if it’s an already established business). Furthermore, you don’t need to add every bell and whistle to its place. In the future scenarios, you can easily add or remove any feature you’d like.

Creating digital marketing ads

Now, you need to draw people’s attention toward your services. For this, create digital marketing ads for your product. Use various tools available in the market, add pictures and learn how advertisement psychology works. This way you can understand the customer’s psyche. Let’s say you create a poster, then understand where the customer looks first (by the way, it is the upper-left corner of the ad).

Additionally, you can use a great color combination that immediately attracts customer attention. And don’t forget to add your email Id and phone number at the end of the advertisement so that your potential customers can convert into customers.

Marketing

Finally, after you’re done with the 3rd step, you need to post these ads on various digital marketing sites. Be present everywhere and link your other social media presence on the same ad posted on a specific platform. Let’s say you have an Id on Facebook, Twitter, Instagram & so on. And you post an ad on Twitter, so you need to put in the link of your Facebook and Instagram page of yours on it.

Spread the word and take the help of your friends to fasten this process. Along with this, you can use the help of influencers, who will spread the word for you and get a certain amount in their bank account. This way more people will get connected to you.

Additional tips if you want to sell life insurance online

  • Before posting ads, contact the companies you represent and ask these for web-ready compliance-approved Internet advertisements. In these advertisements, there is a need for you to type your contact information. After this, you needn’t worry about compliance or delayed approval times.
  • In addition to this, hire an online marketing company that could enable bringing traffic to your website. Utilize your time and energy efficiently. Being an insurance advisor, you need to meet new prospects and sell insurance policies and not focus too much on bringing people to your website.

Red Flags if you wish to sell life insurance online

  • The insurance companies for which you work must have some guidelines and rules about ad posting of their firms. Make sure you, first of all, understand it and second of all, comply with it. It is very important to understand that by not following these or not giving attention to these could prove harmful in the long run.
  • Moreover, you need to list in all the states where you operate. It is against the law to solicit or sell policies in states where you are not properly licensed as an insurance agent.

If you want to explore investment options. It is advisable that you take guidance from professionals. Log on to WealthBucket. We make investing profitable. Out of the various services on offer, a few are Equity Mutual FundsDebt Mutual FundsIncome Funds, etc.

Call now at +91 9999379929. Email your queries at contact@wealthbucket.in.

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By |2019-09-17T05:58:29+00:00June 21st, 2019|Insurance Distributor|0 Comments

About the Author:

This article has been posted by Pulkit Jain - the founder of WealthBucket - To raise awareness about Mutual Funds Investments. WealthBucket has made investing in Mutual Funds an easy, quick and welcome process, in India. An interactive online platform providing Trustworthy and sincere services to all its clients.