Is your insurance agency making these 3 Facebook mistakes?

By Bri Cappella, Integrated Marketing Specialist on October 19, 2018

Use these simple Facebook marketing tips to cultivate credibility. 

Once upon a time, Facebook was a mystical kingdom, only visited by the bravest businesses in search of a futuristic land booming with millennials. But, as the story goes, these millennials shared the land's secret (case-sensitive) password with their friends, parents and grandparents until the kingdom was full of 1.15 billion daily active users from all walks of life. And, in the end, businesses small and large, regardless of their hopes and dreams, have landed on Facebook to find gold and everlasting success. And, for good reason. 

The magic of social media isn't a fairy tale.

Here's the problem: the power of social media is not a secret. Your agency is competing with more than 65 million businesses with a Facebook page. However, by using a few Facebook tips for insurance agents, you can stand out from the crowd and make your page a viable part of your marketing strategy.  

Here are 3 common Facebook mistakes made by businesses, plus best practices to avoid them:

  1. Trying to sell... all of the time.

    You want me to have a Facebook page for my insurance agency, but you don't want me to try to sell a policy? Yup. That's the idea. Your sales agenda might be the reason you create a page, but social media was made for social interactions, not business transactions. Use social media to establish credibility, learn about your customers and build relationships, which can ultimately lead to more sales.

    To start, ditch the "get coverage now" approach. Instead, make insurance relatable by sharing news stories where insurance coverage matters and discuss how a similar event could impact your clients. Become a trusted resource by discussing risk management tips to help your customers avoid preventable claims. And get personal. Comment on local businesses' success stories, answer a client's "request for recommendations" or simply give "likes" when appropriate. 

    An easy way to balance your social media content is to follow the 10:4:1 rule. For every 15 posts you share:
    - Ten posts should be from other sources, like local events, risk management tips or feel-good stories.
    - Four posts should link to content you've created like a blog post or resources on your website.
    - One post can be a soft sell, like outlining a coverage your clients may not know is available.

  2. Going rogue. 

    Every post is a new opportunity to reach someone, so disappearing for weeks isn't doing you any favors. Can you remember the last time you went to a business' Facebook page? If you saw they were inactive for a month, what would you think? As we become accustomed to social media as a daily resource, an inconsistent social media presence may make people assume you're out of touch, unorganized or you've closed your business. 

    While the "magic posting number" changes regularly, generally speaking  you want to aim for one Facebook post a day, between 1-4 PM. Posting daily may seem intimidating, but if you set aside some time each week, you can write out your posts and schedule them directly on Facebook.

  3. Offering nothing of true value.

    Think of your entire customer base. Now, focus on one industry that you serve. Then, think of all the attributes that make-up your ideal customer in that niche. Consider their demographics, buying habits, motivations and goals. Make a list of these details and combine them into one imaginary person. Now give them a name, like Firefighter Fred. Firefighter Fred is an example of a persona which can be used across channels in your marketing strategy. 

    If you're selling a Barbie Dream House, you would use Barbie as your persona. If you're selling a Batcave, you would use Batman. 

    Before you develop a social post, blog or any other piece of content, think about your persona. Ask yourself: do they care? Is it valuable, new, interesting or important? If Barbie, Batman, Firefighter Fred, Construction Corey or Executive Elizabeth probably won't care, it isn't worth posting. 

Good social media habits can develop easily over time. But it's important to remember that social use isn't a one-size-fits-all, or one-size-fixes-all, situation. Depending on the size of your agency and your goals, you might need to adapt other best practices to fit your needs. It's important to analyze your efforts and see where they're best spent. 

When you're evaluating your social media efforts, consider these things:

To make it simple, put yourself in the shoes of your ideal customer. Always keep their wants and needs top-of-mind. At the end of the day, servicing our clients is what's most important and social media is now a large part of that. Adopting a few best practices can make your social media presence an added-value for clients and make you their trusted resource for insurance time and time again.

Wondering if this really works? 

Jerrad and Kory Coots, Regional Directors of VFIS of Oklahoma, noticed a direct correlation between their bottom-line and their social media usage. Here's their advice: 

“In the beginning, don’t get hung-up on likes. You have to be patient and set your priorities. Your priorities should be creating content that is relevant, substantial, personal, surprising, fresh and original. Original is most important – you want your own, local and personal content.”

Want to learn more? Here are 3 ways to start growing your business with social media

Bri Cappella, Integrated Marketing Specialist

Bri is an over-enthusiastic dog mom, pop culture fanatic and Instagram addict. She enjoys eating pizza, practicing yoga and hiking.


The information contained in this blog post is intended for educational purposes only and is not intended to replace expert advice in connection with the topics presented. Glatfelter specifically disclaims any liability for any act or omission by any person or entity in connection with the preparation, use or implementation of plans, principles, concepts or information contained in this publication.

Glatfelter does not make any representation or warranty, expressed or implied, with respect to the results obtained by the use, adherence or implementation of the material contained in this publication. The implementation of the plans, principles, concepts or materials contained in this publication is not a guarantee that you will achieve a certain desired result. It is strongly recommended that you consult with a professional advisor, architect or other expert prior to the implementation of plans, principles, concepts or materials contained in this publication.

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