By seeking out clients where they spend their time on social media, you can open multiple lines of communication. (Image: Shutterstock)
For today's consumers, technology has transformed convenience from luxury to necessity. Round-the-clock service is expected for most aspects in life—from grocery shopping to buying a new car. To stay competitive in our digital environment, brokers should embrace technology as a way to build relationships and demonstrate expertise.
1. Utilize multiple platforms
Brokers should focus on digital methods that are client-centric. Technology that creates convenience for those you serve is common: Mobile applications are second nature now and allow for convenience and ease-of-use. Secure cloud technology creates safer and convenient data sharing (and less clutter around the office). Automated workflows reduce time sorting papers and scrolling through documents. Their true value lies in creating more time to communicate with your clients.
Social media is also an excellent outreach and promotion tool. Use LinkedIn to let potential clients review your credentials and read client testimonials. LinkedIn can also be a great platform for sharing professional articles and tips. Twitter is ideal for sharing timely health plan news and updates and re-tweeting helpful links.
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