social media for insurance and financial services

onmaas  

onmaas    Presenta)on  

onmaas  

What    is    onmaas?  ??  

onmaas  

??  

An  online  marke)ng  solu)on  for  financial  and  insurance  professionals  who  want  to  improve  their  social  media  communica)on.  

onmaas  is..  

onmaas  

Who    uses  onmaas?  ??  

onmaas  

Insurance  &  Financial  Industry?  ??  CORPORATIONS  -­‐>  ADVISORS  -­‐>  CLIENTS  

onmaas  

“More  than  any  other  industry,  insurance  built  its  roots  through  networking  and  reputa)on.  As  a  result,  the  poten)al  value  of  social  media  to  insurers  should  be  quite  extraordinary.”    Achieving  High  Performance  in  Insurance  Through  Social  Media    

Kevin  J.  KraV  a  Managing  Director  Accenture’s  Life  Insurance  

onmaas  

Social  Media  Marke;ng  

CORPORATION  

Common  Issues  For  Advisors  1.  Need  help  with  content  2.  Don’t  have  enough  7me  

3.  Lacking  marke7ng  exper7se  

Personal  Message  

Advisor  Corporate  Message  

TARGET  AUDIENCE  

onmaas  

onmaas  Informa;on  Flow  

onmaas  

Product   Service   Other  Message  

CORPORATION  

Measurable  feedback  

Advisor   Advisor   Advisor  

onmaas  

Message  to  Advisors:  onmaas  connects  Advisors  with  content  creators  

1.   Corpora;ons   create  marke;ng   content    tai lored   for   social  media  

2. Advisors   publish    prepared   content   or  create  their  own  

3. onmaas   monitors   social  network   ac;vi;es   to   help  Advisors   iden;fy   prospects  and  generate  leads  

onmaas  

onmaas  Campaign  

Broadcast   Interac)on   Sales  

Step  1   Step  2   Step  3  

onmaas  

onmaas  Interface  

Info  Streams   Preview  

Create  New  

onmaas  

Broadcast  

Broadcast  • Build  brand  • Educate  • Establish  exper)se  

Visibility   Public   Private/Group  

Delivery   Advisors  choice   Enforced  

Content  Modifica;on   Editable   Locked  

Des;na;on   Consumers   Advisors  

Message  to  be  posted  

onmaas  

onmaas  

From  Corporate  to  Personal  Message  

Product   Service  

Corpora)on  

ADVISOR  

onmaas  

Live  Social  Media  Posts  

Posted  message  

Posted  message  

Posted  message  

onmaas  

Engaging  Consumers  

Interac)on  •  Surveys  • Contests  • Ask  ques)ons  

• Discussions  

onmaas  

Engaging  Consumers  through  Advisors  

ADVISOR  

onmaas  

ADVISOR  

ADVISOR   ADVISOR  

onmaas  

Online  Sales    

Sales  • Request  an  appointment  

• Request  a  quote    •  Start  applica)on  online  

• Buy  online  h`p://www.sellhealthplans.ca/LH/AgentBroker/Corporate/WebLinkDisclaimer.jsp?lang=E&module=P  &assocId=104942  

h`p://www.sellhealthplans.ca/LH/AgentBroker/Corporate/WebLinkDisclaimer.jsp?lang=E&module=P  &assocId=103785  

Personalize  

ADVISOR    1   ADVISOR  

 2  

onmaas  

onmaas  

onmaas  

onmaas  

onmaas    

Ensuring  Compliance  

Content  Created  

Content  Approved  

Content  Published  

Advisor  Compliance  Officer  

Marke<ng  Department  

Content  Created   Content  Published  Ed

itable  

Protected  

onmaas  

How  oVen  should  messages  be  sent  out  using  social  networks?  

•  5,3,2  Rule  •  5  -­‐  should  be  content  from  others,  relevant  to  your  audience  and  your  industry  

•  3  -­‐  should  be  content  from  you,  relevant  to  your  audience  (and  not  directly  selling  your  products)  

•  2  -­‐  should  be  personal,  something  non-­‐work  related  to  help  humanize  yourself  and/or  your  brand  

•  onmaas  can  easily  assist  with  5  and  3,  2  will  need  to  be  sent  from  the  Advisor.  

onmaas  

Advisors  –  can  sign  up  for  FREE  at  www.onmaas.com    Agencies  and  Corpora;ons,  please  contact  us  for  more  informa)on  

Closing  slides      

onmaas  

onmaas    info@onmaas.com