Thanks to social media, agents have been able to reach out to insurance customers in ways that no one ever dreamed of several years ago. With a few keystrokes, industry professionals can keep their clientele in the loop and learn more about their likes and dislikes so that they can better provide for their needs.
But as beneficial as Twitter and Facebook may be, there are certain lines that shouldn't be crossed when it comes to interactions, status updates and Tweets.
With this in mind, ProducersWEB contributor Amy McIlwain outlined what some of these unmentionables are.
First and foremost is anything that can be construed as personal, such as details about finances. What people earn for a living is a sensitive subject and should not be be broadcast to others, McIlwain advises.
It's often said that politics and religion are like the third rail on a subway or train system - don't touch it. This especially applies in social media environments, as even harmless conversations can materialize into full-blown arguments that can cause friction, according to McIlwain.
While there's nothing wrong with using Facebook as an outlet to talk about what one is doing at any given moment - whether they're having dinner, headed out for a movie or relaxing at home - there should be a line drawn between professional and personal social media use. McIlwain recommends not crossing over that line so that all communication between customers and clients are always on the up and up.
Social media is being used by more people - especially in the insurance industry - on a daily basis. In fact nearly half of all financial advisors and agents say they use it regularly, according to a recent Accenture poll. However, there's still a lot to be said for face-to-face communication. Experts recommend not letting social media be a substitute for personal interactions with customers.