Thursday, August 02, 2018

Let’s Get Dig-i-tal, Dig-i-tal

What is digital and how will you adapt to this new environment?

Hike up that spandex and tighten the laces on those tennies, it’s time to get “digital”. Offering you a simple definition of digital is tempting but doesn’t serve to be meaningful – what it means to you and your business may be drastically different than what it means to the next financial professional (FP). Let’s start by seeing digital less as a thing and more a way of doing things.

Fifty-page paper insurance applications are now eApps on your tablet. Mailing a monthly newsletter is replaced by promoting your latest blog post via social media. Overflowing file cabinets are no longer lining the office walls because you’ve converted documents from paper to the cloud and are maintaining your CRM. Calling customer service to be put on hold for 15 minutes is happily exchanged for mobile-friendly online access to information such as client account balances and pending business status.

Technology is the driver of this and we’re seeing increased adoption as FPs become more comfortable using these tools in their practice and in front of clients and prospects.

See what’s out there right now from the carriers you work with, digital solutions they’ve already created for you to incorporate into your business. I anticipate you’ll come away with at least one new thing that’s fresh. There you go – adapting to a digital way of business.

There is still a long way to go in our specific industry when it comes to digital, no hiding from that, but great strides are being made. Just look at the number of carriers offering eApps today versus a year ago as an example. Many are on the cusp of bringing you the next advanced digital platform and solution.

Be curious about what’s going on in the digital space of our industry and stay informed. If you haven’t already done so, think about how a consumer/client may engage with you or your brand if they had the digital platforms to do so – clicking on an ad, visiting your social media pages or website, opening an email. Decide where you need to play to in order to help you do what you do better, maximize efficiencies, leverage channels to scale marketing and sales, and ultimately increase customer satisfaction. Then harness the digital strategies and technology solutions to transform your business.

Brianna Regan | Marketing Development Director
Ann Arbor Annuity Exchange
Ph: 800.321.3924 x123 | Dir: 734.786.6123

Designed for Financial Professionals.