SlideShare a Scribd company logo
Brokers & Digital
Research findings & marketing tips for Insurance
and financial services brokers.
by Katy Borges
Stay in touch.
•  Interactions with brokers are important to
clients.
•  43% of clients who use a broker hear from
them at least weekly. (includes all types of
communication)
•  93% who hear from them at least
weekly are satisfied with that level of
communication.
Digital clients living in a
digital world.
•  Even with an intermediary to consult,
clients are increasingly using digital
sources for their own research.
•  42% plan to increase their use of
professional networks such as LinkedIn,
Slide Share VS 30% carrier websites.
People search first on LinkedIn
What are they looking for?
•  57% Commentary or perspective on
industry topics*
•  54% Check credentials of a prospective
broker
•  45% Identify prospective brokers to work
with
What commercial Insurance
clients on LinkedIn are saying:
•  “LinkedIn is…instrumental in my ability to
leverage my network to find the best
carriers and brokers for my needs.”
High producing Brokers are using
LinkedIn strategically to win business.
•  52% Identified Key influencers and
decision-makers
•  43% Found a new potential client
•  31% secured a meeting
What brokers on LinkedIn are
saying:
•  “I’ve found the most success using
LinkedIn to research prospects. I’ve had
prospects review my profile, which
highlights education, prior experience and
writing, all of which enable me to
distinguish myself from other brokers.”
Best practices for
Financial Marketers
•  Build your profile.
•  Grow your network.
•  Engage your clients with the content they
seek.
•  Establish yourself as an influencer.
Factors that influence customers
Preferred Channel for performing
insurance-related activities
Social Media Game plan:
A call for action!
•  Engage with existing clients
•  Connect with prospects
•  Train brokers to use social media networks
and make them the ambassadors of your
brand.
Contact info
Katy Borges,
Digital Marketer & Author
www.katyborges.com
Email: Katy@katyborges.com
Join the Conversation on Twitter!
@KatyRamosBorges

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Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
 

Financial Services Brokers & Digital Marketing

  • 1. Brokers & Digital Research findings & marketing tips for Insurance and financial services brokers. by Katy Borges
  • 2. Stay in touch. •  Interactions with brokers are important to clients. •  43% of clients who use a broker hear from them at least weekly. (includes all types of communication) •  93% who hear from them at least weekly are satisfied with that level of communication.
  • 3. Digital clients living in a digital world. •  Even with an intermediary to consult, clients are increasingly using digital sources for their own research. •  42% plan to increase their use of professional networks such as LinkedIn, Slide Share VS 30% carrier websites.
  • 4. People search first on LinkedIn
  • 5. What are they looking for? •  57% Commentary or perspective on industry topics* •  54% Check credentials of a prospective broker •  45% Identify prospective brokers to work with
  • 6. What commercial Insurance clients on LinkedIn are saying: •  “LinkedIn is…instrumental in my ability to leverage my network to find the best carriers and brokers for my needs.”
  • 7. High producing Brokers are using LinkedIn strategically to win business. •  52% Identified Key influencers and decision-makers •  43% Found a new potential client •  31% secured a meeting
  • 8. What brokers on LinkedIn are saying: •  “I’ve found the most success using LinkedIn to research prospects. I’ve had prospects review my profile, which highlights education, prior experience and writing, all of which enable me to distinguish myself from other brokers.”
  • 9. Best practices for Financial Marketers •  Build your profile. •  Grow your network. •  Engage your clients with the content they seek. •  Establish yourself as an influencer.
  • 11. Preferred Channel for performing insurance-related activities
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  • 13. Social Media Game plan: A call for action! •  Engage with existing clients •  Connect with prospects •  Train brokers to use social media networks and make them the ambassadors of your brand.
  • 14. Contact info Katy Borges, Digital Marketer & Author www.katyborges.com Email: Katy@katyborges.com Join the Conversation on Twitter! @KatyRamosBorges