Social Media for Insurance and Financial Services

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onmaas is a FREE online marketing solution for financial services and insurance professionals who want to improve their social media communication.

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Social Media for Insurance and Financial Services

  1. 1. onmaas     Presenta)on       onmaas  
  2. 2. ?What    is    onmaas?   ?   onmaas  
  3. 3. onmaas  is..  An  online  marke)ng  solu)on  for  financial  and  insurance  professionals  who  want  to  improve  their  social  media  communica)on.   ? ?   onmaas  
  4. 4. ?Who    uses  onmaas?   ?   onmaas  
  5. 5. Insurance  &  Financial  Industry?   ?CORPORATIONS  -­‐>  ADVISORS  -­‐>  CLIENTS   ?   onmaas  
  6. 6. “More  than  any  other  industry,  insurance  built  its  roots  through  networking  and  reputa)on.  As  a  result,  the  poten)al  value  of  social  media  to  insurers  should  be  quite  extraordinary.”    Achieving  High  Performance  in  Insurance  Through  Social  Media     Kevin  J.  KraV  a  Managing  Director   Accenture’s  Life  Insurance   onmaas  
  7. 7. Social  Media  Marke;ng   Common  Issues  For  Advisors   1.  Need  help  with  content   2.  Don’t  have  enough  7me   3.  Lacking  marke7ng  exper7se   Corporate   Advisor   Message   Personal   Message   TARGET  AUDIENCE   onmaas  
  8. 8. onmaas  Informa;on  Flow   CORPORATION   Other   Product   Service   Message   Measurable  feedback   onmaas   Advisor   Advisor   Advisor   onmaas  
  9. 9. Message  to  Advisors:   onmaas  connects  Advisors  with  content  creators  1.   Corpora;ons   create   2. Advisors   publish     3. onmaas   monitors   social  m a r k e ; n g   c o n t e n t     prepared   content   or   network   ac;vi;es   to   help  tailored   for   social   create  their  own   Advisors   iden;fy   prospects  media   and  generate  leads   onmaas  
  10. 10. onmaas  Campaign   Step  1   Step  2   Step  3  Broadcast   Interac)on   Sales   onmaas  
  11. 11. onmaas  Interface   Create   New  Info  Streams   Preview   onmaas  
  12. 12. Broadcast   Message   to  be   posted  Broadcast  • Build  brand  • Educate  • Establish   exper)se   Visibility   Public   Private/Group   Delivery   Advisors  choice   Enforced   Content  Modifica;on   Editable   Locked   Des;na;on   Consumers   Advisors   onmaas  
  13. 13. From  Corporate  to  Personal  Message   Corpora)on   Product   Service   onmaas   ADVISOR   onmaas  
  14. 14. Live  Social  Media  Posts  Posted  message   Posted   message   Posted   message   onmaas  
  15. 15. Engaging  Consumers  Interac)on  •  Surveys  •  Contests  •  Ask   ques)ons  •  Discussions   onmaas  
  16. 16. Engaging  Consumers  through  Advisors   ADVISOR   ADVISOR   onmaas   ADVISOR   ADVISOR   onmaas  
  17. 17. Online  Sales    Sales  •  Request  an   appointment  •  Request  a  quote     Personalize  •  Start  applica)on   online   h`p:// h`p:// www.sellhealthplans.ca/LH/ www.sellhealthplans.ca/LH/•  Buy  online   AgentBroker/Corporate/ AgentBroker/Corporate/ WebLinkDisclaimer.jsp? WebLinkDisclaimer.jsp? lang=E&module=P   lang=E&module=P   &assocId=104942   &assocId=103785   ADVISOR   ADVISOR    1    2   onmaas  
  18. 18. onmaas  
  19. 19. onmaas  
  20. 20. onmaas  
  21. 21. Ensuring  Compliance   onmaas    Editable   Content   Content  Created   Published  Protected   Content   Content   Content   Created   Approved   Published   Marke<ng   Compliance   Advisor   Department   Officer   onmaas  
  22. 22. How  oVen  should  messages  be  sent  out  using  social  networks?  •  5,3,2  Rule  •  5  -­‐  should  be  content  from  others,  relevant  to   your  audience  and  your  industry  •  3  -­‐  should  be  content  from  you,  relevant  to  your   audience  (and  not  directly  selling  your  products)  •  2  -­‐  should  be  personal,  something  non-­‐work   related  to  help  humanize  yourself  and/or  your   brand  •  onmaas  can  easily  assist  with  5  and  3,  2  will  need   to  be  sent  from  the  Advisor.   onmaas  
  23. 23. Closing  slides      Advisors  –  can  sign  up  for  FREE  at  www.onmaas.com    Agencies  and  Corpora;ons,  please  contact  us  for  more  informa)on   onmaas  
  24. 24. onmaas    info@onmaas.com       onmaas  

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