social media for insurance and financial services

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onmaas is a FREE online marketing solution for financial services and insurance professionals who want to improve their social media communication.

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Page 1: Social Media for Insurance and Financial Services

onmaas  

onmaas    Presenta)on  

   

Page 2: Social Media for Insurance and Financial Services

onmaas  

What    is    onmaas?  ??  

Page 3: Social Media for Insurance and Financial Services

onmaas  

??  

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

onmaas  is..  

Page 4: Social Media for Insurance and Financial Services

onmaas  

Who    uses  onmaas?  ??  

Page 5: Social Media for Insurance and Financial Services

onmaas  

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

Page 6: Social Media for Insurance and Financial Services

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  

Page 7: Social Media for Insurance and Financial Services

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  

Page 8: Social Media for Insurance and Financial Services

onmaas  

onmaas  Informa;on  Flow  

onmaas  

Product   Service   Other  Message  

CORPORATION  

Measurable  feedback  

Advisor   Advisor   Advisor  

Page 9: Social Media for Insurance and Financial Services

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  

Page 10: Social Media for Insurance and Financial Services

onmaas  

onmaas  Campaign  

Broadcast   Interac)on   Sales  

Step  1   Step  2   Step  3  

Page 11: Social Media for Insurance and Financial Services

onmaas  

onmaas  Interface  

Info  Streams   Preview  

Create  New  

Page 12: Social Media for Insurance and Financial Services

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  

Page 13: Social Media for Insurance and Financial Services

onmaas  

onmaas  

From  Corporate  to  Personal  Message  

Product   Service  

Corpora)on  

ADVISOR  

Page 14: Social Media for Insurance and Financial Services

onmaas  

Live  Social  Media  Posts  

Posted  message  

Posted  message  

Posted  message  

Page 15: Social Media for Insurance and Financial Services

onmaas  

Engaging  Consumers  

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

• Discussions  

Page 16: Social Media for Insurance and Financial Services

onmaas  

Engaging  Consumers  through  Advisors  

ADVISOR  

onmaas  

ADVISOR  

ADVISOR   ADVISOR  

Page 17: Social Media for Insurance and Financial Services

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  

Page 18: Social Media for Insurance and Financial Services

onmaas  

Page 19: Social Media for Insurance and Financial Services

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Page 20: Social Media for Insurance and Financial Services

onmaas  

Page 21: Social Media for Insurance and Financial Services

onmaas  

onmaas    

Ensuring  Compliance  

Content  Created  

Content  Approved  

Content  Published  

Advisor  Compliance  Officer  

Marke<ng  Department  

Content  Created   Content  Published  Ed

itable  

Protected  

Page 22: Social Media for Insurance and Financial Services

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.  

Page 23: Social Media for Insurance and Financial Services

onmaas  

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

Closing  slides      

Page 24: Social Media for Insurance and Financial Services

onmaas  

onmaas    [email protected]