Agents: Is your social media hitting the 'authenticity' sweet spot?

Here are three ways to foster an authentic voice and get started with social selling.

Authenticity has always been at the heart of any successful agent-client relationship. (Shutterstock)

When my father worked in insurance decades ago, he’d sit down with people at their kitchen tables and listen. He’d share. He’d build the relationship. And he’d sell.

Fast forward to the digital age, and authenticity still has just as much relevance, if not more. The only difference? Social media platforms replaced the kitchen table. Instead of coming to people’s front doors, agents are coming in through Facebook, LinkedIn, Instagram and Twitter. These exchanges are no less real to potential clients — and no less critical to the relationship-building model that succeeds time and again in the insurance industry.

Most intermediaries and their carriers know the importance of social media by now, while others might need more guidance around strategy and how to implement it at the agent level. Even new agents from digitally native generations can find the “hows” of fully leveraging social media confusing and intimidating.

Whether an agent is new to social or has been running personal accounts for years, it’s essential to use social media as more than a digital billboard. Instead, agents must use social media as a vehicle to take their relationship-building and thought leadership into the digital world. And most importantly, they must be authentic when doing it.

The advantages of being authentic in social

You establish an invaluable foundation of trust when you are human on social media. It’s no secret that trust remains essential in insurance; people who don’t trust a brand, an agent, or a product will go elsewhere. Competition is fierce, and today’s consumers don’t care about brand loyalty; they care about whether or not you can meet their needs. Trust is the glue that keeps a client or prospect from saying goodbye.

Many opportunities open up when agents use social media to get closer to your clients. For instance, a lead might mention a significant life moment on their social channel, like the birth of a child. If savvy agents follow and listen to the lead, they can drive meaningful connections with a friendly response, continually building the relationship. It’s not about closing a sale on a social post; it’s creating conditions that may eventually lead to an opportunity to present new insurance options that make sense for their new bundle of joy.

When interactions like this are genuine and timely, they can lead to more business and even stronger ties between agents and clients.

A final benefit of deepening relationships on social media is that you humanize your brand. Every agent should focus on showcasing their authentic personality, whether underneath a carrier banner or not. Agents whose followers see them as “the local expert” or “a trusted friend” set themselves up to become go-to resources that prospects will consult when they have insurance-related concerns. Authenticity builds relationships, which will help you connect with more of your customer base.

Get started with social selling

Social selling is essentially what it sounds like: Using social media to build credibility, thought leadership and trust, which help to sell a product or service. This savvy marketing strategy enables intermediaries — such as agents and brokers — to bring more value to the customer journey.

Individual content posted to social media is said to have 10 times the reach and drive double the engagement compared to content shared by brands. Consumers want to work with trusted individuals when making big decisions related to finances and insurance. As an agent, you need to be empowered to use social media in your sales mix; otherwise, you’re leaving opportunities on the table.

So, how do you seize these opportunities? Start here…

No. 1: See yourself as an influencer.

In 2023, everyone’s heard of social-media influencers. These ambassadors use their personal talents and creativity to build loyal followings and offer sway and endorsement to brands. To get in the right mindset, you should try to see yourself as a micro-influencer for your community. This perspective can help you grow your following and prioritize your engagement strategy (think commenting, replying and liking posts).

Consumers are turning their backs on traditional advertising. They’re not turning their backs on influencers, however, especially when they’re local. In fact, micro-influencers have been found to have even higher follower engagement than their macro counterparts. Fewer followers mean more time to interact with each one, leading to stronger relationships. Some even see them as the voice of reason and truth. Agents who adopt practices that get creative, showcase their personalities, offer value and aim to solve followers’ problems will quickly find a loyal, influencer-like audience.

No. 2: Get personal.

Plenty of agents live and work in the neighborhoods they serve. This allows you to craft locally specific posts that are relevant to prospects and clients but not overtly promotional or self-serving. It’s OK to talk about statistics, sales or promotions occasionally, but you will find more success in the community by sharing content relevant to where you work and live.

This could mean anything from giving a quick shout-out to a favorite small-business coffee shop to discussing how a product helped a client. (Always following all regulations, of course.) Putting a regional flavor and human face on social media content reinforces that you’re an actual person, not just an automated bot posting pseudo-advertisements at pre-arranged intervals.

No. 3: Aim to educate.

As an insurance agent, you are selling a promise to consumers. A promise that many people can find confusing. Many consumers are also unaware of the life milestones that should trigger a new insurance decision.

Using social media to demystify insurance and educate on these milestones not only highlights your expertise but puts this valuable information in the path of the consumer, who is likely starting their buying journey with self-guided research online.

Social media can have the same intimate, relationship-boosting effect on agents and consumers as the kitchen table once did. Luckily, the secret to making social selling work isn’t all that different: Focus on authentic, genuine relationships, and you’ll find your following.

Nola Morris is the chief strategy officer at Denim Social, the SaaS provider’s strategy for the insurance industry. A social selling expert, Morris serves as a strategic resource for Denim Social’s clients and guides the platform’s future.

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