How Insurance Agents Can Integrate Digital and Offline Marketing

Insurance marketing

In the current digital age, having an online presence is crucial to all organizations. The advent of insurtech in the insurance industry has helped many organizations scale their operations and grow their customer base. Therefore, insurance digital marketing is a great way to take your business to the next level.

These days, people spend most of their time online. In fact, before they reach out to any business, they tend to read about it online. In this article, we take a look at how you, as an insurance agent, can combine the traditional methods of marketing with digital marketing to increase your revenue flow.

How to Combine Digital And Offline Marketing Strategies

For insurance companies, increasing sales revenue has always been a challenge. Not every sales strategy can lead you to the right customers. This is why it is important to exhaust all available options to maximize your sales.

1. Combine Social Media with Live Events

If used properly, social media can turn out to be a great marketing tool for your business. Its different features allow an organization to have a real-time connection with their clients or prospects. Combining social media with your live events is a powerful strategy that will help you build strong relations with your clients. For the optimum use of social media, here’s what you should do:

  • Create an event, a page, or a post on popular social networking sites, such as Facebook and Twitter and provide all the relevant details about the event. Don’t forget to include a link for event registration in the post.
  • During the event, encourage the participants to share their experiences on social media using a hashtag.
  • Once the event is over, share the event pictures on your social media profiles and tag the people who were present there. This is a simple but effective strategy to reach out to a large number of people.

2. Relationship Marketing

Spamming a client’s inbox with promotional messages will not get you any response. On the other hand, relationship marketing is a more effective method to build a connection with your clients. Using the information logged by your clients, you can send personalized messages such as holiday and birthday greetings to your clients. Loyal clients, with whom you have established a strong relationship, will not only be willing to work with you in the future, but they are also more likely to refer you to their friends and family. This way, you can increase your client base through your existing clients.

3. Digital Campaigns and Referrals

Many people hesitate while asking for referrals from their clients. To overcome this hesitation, the best way is to use digital tools to ask for referrals. Here’s how you can do it:

  • Create high-quality digital content and share it on your profile to reach out to your existing audience. Your audience is likely to share meaningful and valuable content that talks about financial planning, legacy planning, etc., shared by you.
  • This act of sharing is an endorsement, making your client’s family and friends reach out to you.

To reach out to more people, you can use the feature of social sharing for sales. For this, you must share a credible article from a reliable site. For example, if you are selling health insurance policies, you can share an article such as, ‘5 Best Foods for a Healthy Heart’. When your target clients click on your share, the article will appear on the left while on the right hand side of the page, your prospects will see the call-to-action or CTA. The CTA is designed to convince online visitors to reach out to you and learn more about your services.

The Final Word

By following the online and offline marketing tips mentioned above, you can reach out to more prospects and take your business to greater heights.  

3 Reasons Why Customers Should Buy Products from You!

LegacyArmour Advisor Dashbaord

Insurance can be a complicated purchase. Clients are buying a promise of protection that could potentially make or break their financial well-being which can be stressful. How do they know that you’re the right choice as their agent? Are they getting the best value for their money? 

Here are three reasons you can tell your clients why they should buy from YOU, their trusted long term advisor!

Legacy Planning
Reason 1: You Are Their Personal Advisor

You take the time to listen to your client and understand their individual needs. They know it’s not just about finding a price they can afford; it’s also about making certain they are appropriately covered. You provide them with tools to ensure protection is for ALL of their assets, and  LegacyArmour is the premier protection tool.


Reason 2: You Are Their Advocate

If they have a billing or claim concern, or they need to change coverage, you can be their advocate, working with the insurance company on their behalf. With LegacyArmour, your brand & contact information is right in front of them and they can contact you easily using the  Contact Advisor  Button.


Reason 3: You are their one-stop consultant for a lifetime

With your diversified portfolio, you meet all of your clients’ insurance needs with the companies you represent, providing auto, home, renter’s, life and health insurance as well. Now you can offer LegacyArmour  with additional benefits such as access to your own insurance widget, protection of their financial accounts, an emergency health card, and access to estate planning templates!


Get LegacyArmour for your clients today! Give them the gift of added peace of mind and let us do the rest! Our service ensures that if something happens, we are responsive, and their loved ones will have access to everything they chose to protect.

You are compelling, distinguished from all competition, and most of all, you care! Find more about us here,  or connect with our partner for more information!

How to Start Legacy Planning

Photo by Alvaro Reyes on Unsplash

The unfortunate reality is that a lot of people get into the latter years of their life and wonder where it all went. Time flies by as we get caught up in the business of day-to-day life, and we often forget to stop and assess what’s going on. Legacy planning is a way to live with purpose and intentionally that can help navigate life, make decisions, and give time to what matters most. Admittedly, it’s not rocket science, but it takes time and concerted effort to set the course for your legacy on an intentional path. Start by answering these simple legacy planning questions and go from there.

What’s going on now?

Take an assessment of your life’s legacy. Do you have a job, mortgage, student loans, children? Perhaps you’re applying for colleges (and if so, we applaud you for thinking about this stuff now!) or jobs. Do you have enough savings? Inventory your life and write these things down so that you can begin to picture, in all its glorious detail, your life now.

Once you’ve got the basic overview, begin breaking it into categories and start asking questions? Are you who you want to be in those areas of life? If so, how can you continue, and if not what can you change? Encompass all areas of your life, like fitness, education, spirituality, family, health, and finances. What are your goals and aspirations? What is keeping you from pursuing them and how do you change? Remember, this is all about you living your best life, being intentional, and preparing for the future.

What do you need to prepare for?

At Legacy Armour, this is one of the central questions that drive what we do and the services we provide. We strive to help people plan for life’s unexpected events. Legacy planning requires you to ask and answer some pretty tough questions about situations that about which no one wants to talk. However, the reality is that everyone is better in the long run if you make these plans now. So here are just a few examples of the kinds of issues you need to have figured out.

Do you have enough life insurance? If you have children and something happened to you and your spouse, who do you want to take care of the kids? Do you have that stated in a will that sets up guardianship, trusts, educational funds, and other items that you don’t want your kids to have to worry about?

What about investments? What are your goals at retirement and are you saving enough money now? Do you have a comprehensive financial plan in place? Where does all of that go if something were to happen to you? How will those people get what you’ve set up for them?

Don’t Wait Until It’s Too Late

As alarming as it can be to have to think about these things, the alternative is much, much worse. Legacy Armour is devoted to protecting the legacy you’re building for your family and helping get the right information to the right people should extenuating circumstances occur. Check out our blog for more tips on how to be ready for what life throws at you, and take advantage of our free 7-day free trial to get a better sense of the value we can add to your life. And don’t forget to start life planning TODAY!

The Benefits of Asset Protection

Asset Protection

Asset protection is an important part of preparing for the future. You want to make sure that your family will be taken care of in case of your death or incapacitation. Here are a few benefits of asset protection.

Protect Your Loved Ones

What would happen to your family if something suddenly happened to you? It’s not something anyone likes to think about, but it’s important to plan ahead. With asset protection, you ensure that your loved ones have access to all the necessary documents and information they will need to live comfortably in the event of your death or incapacitation. Life insurance, in particular, is often left unclaimed simply because the departed’s family is unaware of the insurance or does not have the necessary information to file the claim. Asset protection ensures that your family is able to claim their insurance benefits after your death. With asset protection, you can set up access to your assets to automatically be released to your family.

Store Your Documents in One Place

One of the greatest things about asset protection is its ability to keep all your documents safe in one place. This includes your estate documents, assets, and medical records. Keeping your will and other estate documents in a safe and easy to access location will make things easier for your loved ones after your death. If your family doesn’t have these documents, the decision-making process will be difficult for them. Furthermore, asset protection ensures that things will be handled the way that you would have wanted.

Furthermore, asset protection can also include your personal medical records. In an emergency, you can automatically release your records to the appropriate parties. These medical records can also be extremely useful to your family members. It can even help them to avoid health issues of their own by recognizing patterns that they may not have known about. They will also be able to answer any questions that the doctors may have after your death.

Get Peace of Mind

Document related to estate planning, life insurance, medical records, and assets contain highly sensitive information. With asset protection, you can keep all of these highly important documents in one place with state of the art security. Legacy Armour uses techniques like zero-knowledge encryption and dynamic security site testing. You get to ensure that your information is completely protected until it’s time to release it to the appropriate parties.

There are many benefits of asset protection. Not only can it protect your family in case of an emergency, it can also make sure that all of your important documents are kept safe. Visit Legacy Armour today to learn more about asset protection and how you can protect your legacy.

Everything You Need to Know About Asset Protection

Asset protection

Hundreds of thousands of dollars are lost every year because individuals and businesses do not have asset protection. It’s no wonder that individuals, insurers, and corporations are clamoring for legal and safe ways to protect their finances. Here, we’ll offer a brief overview of everything you need to know to make a wise, legacy-building decision to protect your assets now and for the future generations.

What Is Asset Protection?

Simply put, asset protection refers to a strategy or set of plans to protect wealth and other assets. Asset protection strategies can help keep your wealth where it belongs whether it’s real estate, investments, insurance, business ownership, or goods. It can also protect your personal information like health records and wills.

Why Do I Need It?

Without the right protections, your hard-earned money, property, and belongings can be limitlessly attacked by creditors, especially in cases where unexpected circumstances inhibit your family, loved ones, and decision makers from accessing the appropriate information to manage your affairs. These circumstances – like death, illness, or other forms of incapacitation – often lead to creditors taking investments. In the case of life insurance, it is often the reality that your beneficiaries don’t know how to access it. Securing assets can be as simple as setting up automatic notifications and communication in specific scenarios where you become incapable of carrying out those tasks.

Keep It Simple

Remember that you don’t need an endlessly complex financial labyrinth to keep your wealth safe. Complexity often keeps your assets out of the hands of your loved ones and throws up red flags for creditors to go hard and dig deep. Instead, keep it simple. With Legacy Armour’s simple, unique approach, you’ll keep more of what you’ve built up for the right people.

Don’t Hide Anything

It’s a glamorous and romantic thought to outsmart the law, hide your wealth, and stick it to “the man.” But let’s be real. Talk to any attorney in the field, and they’ll tell you that almost everything comes out eventually. And when it does, you’ll end up keeping less than you would have by being open. Don’t hide. Just be smart and use a simple, robust system to leave a legacy for your family.

Robust Asset Protection

It’s important to remember that asset protection is part of a robust wealth management approach. Legacy Armour’s asset protection services will help get all of your information into the right hands and keep your hard-earned investments where they belong. Add this to your portfolio as a way of ensuring tomorrow today.

Why Encryption Makes a Difference

Encryption

The internet is almost infinite and is full of private information. This makes your information available to you quickly, but it can also make it easy for others to access. This is why it is important for your information to be kept safe through encryption.

What Is Encryption?

Encryption takes data and puts it into a code. This makes it so that anytime you send out information, only the authorized individual receiving it will be able to see it the way that you sent it. This allows only certain individuals to access the information. Even if someone else does find a way to access the information, they won’t be able to understand any of it.

Encryption You May Recognize

Many of us used a simple form of encryption during our childhood and didn’t even realize it. Did you ever pass notes to your friends in class with symbols that represented words? If you did, this is a form of encryption. Maybe you even created a secret code using numbers and the alphabet. Even as children, we were finding ways to keep our information safe.

Why Is Encryption Important?

It is always important to protect your personal information, even if you feel that it is already secure. If someone steals your information, it would be easy for them to steal your identity or do other damage. For example, if your data isn’t protected, someone could easily gain access to your address and bank information. And once they have this information, it doesn’t take long for them to do damage. Having money stolen and your accounts closed are only a few things that could happen. However, with data protection through encryption, you get an extra layer of security, preventing the wrong people from accessing your information.

Layers of Encryption

Something else that is great about encryption is that every website does it differently and some even use multiple layers of protection. This makes it more difficult for others to access your data. In addition, encryption codes can be changed frequently to prevent hackers from finding ways to crack the code.

Encryption is important in many ways. It helps to keep your information safe from hackers who would use this data to do damage such as steal your identity. This could cause a lot of unwanted trouble. You could end up losing money and even have your accounts closed. At Legacy Armour, we use customized encryption keys to protect your legacy. To learn more about encryption and how it can keep your information safe, visit Legacy Armour today.

How Safe Are Your Medical Records?

Medical Record Storage

With today’s medical and technological advancements, it is important to know if your medical record storage is safe. Most of your medical records are probably being replaced with EMR (Electronic Medical Records). By using EMR, medical professionals are able to save time, reduce costs, and improve quality of service. However, there are necessary precautions you must take to keep your medical records safe. Here are some things you should know about the safety of your medical records:

The Threat of Being Hacked

As unlikely as it may seem, hackers are just as interested in medical institutions as they are in banks and retailers. In fact, one out of four cyber attacks is on a healthcare organization. By hacking into your medical record storage, hackers are able to get access to Social Security Numbers, addresses, and medical histories, as well as other information that can be used to steal your identity.

Research has shown that cyber attacks cost hospitals billions of dollars each year. Additionally, one out of thirteen patients has their medical records attacked by a hacker. However, there are measures to keep your medical record storage safe. Encryption usually keeps out unauthorized individuals. Many institutes use additional firewalls as well to give your medical records an extra layer of security.

The Risk of Human Interference

You may be wondering why medical record hacks are so common if they have the protection of firewalls and encryption. The answer is simple: human interference. This is because anyone who is a part of the care of a patient has access to their medical record storage. Many people are a part of your patient care. Nurses, billing officers, clinic and office staff, and network administrators all have access to your medical records.

Patients can also be responsible for the leaking of their information. Under HIPPA, patients can access their medical records through a request of their file. However, issues arise when patients store these files on their personal devices. Any medical information stored on a personal device will not have the same amount of protection it would receive at a hospital or clinic. This can lead to information breaches.

Safe Medical Record Storage

Although it’s dangerous to store medical records on your personal computer or other device, you do have options for storing your records while keeping them accessible to the necessary parties. With LegacyArmour’s asset protection platform, you can safely store your records and make them accessible to your family, emergency services, and health providers in the event of your incapacitation. The platform uses state of the art zero knowledge encryption to protect your files and make sure they stay out of the wrong hands.

It is important to keep your medical record storage safe. If someone gains access to your medical information, they can easily commit insurance fraud or steal your identity. This is why it is important to keep your medical records safe and off of personal devices. To learn more about keeping your medical records safe, contact LegacyArmour.

Safely Store Your Estate Planning Documents

estate planning

Have you started your estate planning? Whether or not you’ve already started, you’ve probably wondered about your document safety. When starting the estate planning process, most people wonder whether or not their documents will stay safely away from those who shouldn’t have that information. How can you be sure? With Legacy Armour, it’s easy. In fact, you can have total peace of mind over your estate planning documents for the rest of your life.

We Provide Documents

The first step to safely securing your estate planning documents? Obtaining those documents in the first place. Legacy Armour can help you with that step. In fact, we make it easy. If you decide to open an account with Legacy Armour, we provide the necessary documents for you to inform your loved ones of your wishes.

You Choose Your Recipients

Next, you choose who should have access to your documents and when they should have that access. You’ll also designate the trigger that will release your documents. For instance, if you choose your death as the trigger, your estate planning documents will not leave your vault for any other reason as long as you live. When the trigger does take place, Legacy Armour will release your documents only to the people whom you choose.

Encryption and Authentication

How can you be sure that your information only goes to your recipients? Our encryption process makes sure of that. We have a multi-layer encryption protocol, and it starts as you upload your information, not after you upload it. Some other services only encrypt after the upload process, which leaves your documents vulnerable to security breaches. We, on the other hand, want to protect your estate planning documents at every step, not just the last several steps. You hold the encryption keys, and you set the passcodes and authentication protocol. If you want two-step authentication, Legacy Armour can support it. In fact, not even the team at Legacy Armour can access your information. Until the trigger takes place, only you have total access.

Estate Planning With Legacy Armour

Are you ready to begin your estate planning? Why not plan your estate as securely as possible with Legacy Armour? Our unbreakable security measures and our dedication to our clients have helped many people safely manage their estates. Our clients maintain peace of mind thanks to our safety measures. If you’re ready to get started, contact Legacy Armour to learn more.

The Perfect Fit: Legacy Armour and Life Insurance Packages

life insurance packages

Life insurance packages can give you and your family a layer of protection that can put your mind at ease. When you combine your life insurance with the security of Legacy Armour, you have everything that you need to secure your plans for your family’s future. With Legacy Armour, you can store your life insurance information in encrypted digital vaults. A plan with Legacy Armour fits perfectly into any life insurance packages. Read on to find out why.

You Choose the Trigger

Life insurance benefits are not automatic. Your family will have to claim their benefits. We mentioned recently that a lot of life insurance benefits go unclaimed because people don’t realize that they’re entitled to those benefits. When someone experiences a loss, he or she is likely not thinking of practicalities like life insurance packages. However, when you store your life insurance documents with Legacy Armour, you choose your beneficiaries and the trigger that prompts your information delivery. Your loved ones can get your life insurance information automatically upon your death or incapacitation. This way, they’ll know exactly what to do without having to search for information or instructions.

Encrypt Your Information

In addition to automatic information storage, you get automatic security when you store life insurance packages with Legacy Armour. We encrypt your files before we upload them, not afterward. Some services don’t encrypt documents until after you upload them, leaving your information vulnerable to hacking and other dangers during the upload process. Legacy Armour will protect your information for your family throughout every step of the way.

Store All Related Documents

When you store information from life insurance packages with Legacy Armour, you also get to store related documents as well. When you use our encrypted vaults, your plan includes estate planning documents for you to fill out and sign. Each plan also comes with personalized messages for each of your recipients. You can remind your family how much you love them while providing simple instructions that will make their lives easier.

Life Insurance Packages and Legacy Armour

Are you ready to protect your family by adding Legacy Armour to your life insurance packages? Then we’re here to help you through every step. With Legacy Armour, you can safely store all documents related to your estate, your finances, your medical information, and more. Secure your future with Legacy Armour today. Start here to begin your free trial.

Leaving Your Family Unprotected – Unclaimed Life Insurance

Unclaimed insurance benefits

When you bought your life insurance policy, you wanted to protect your family. Your life insurance benefits could help your family pay for expensive funeral costs and keep themselves from other financial difficulties. But what if your family didn’t have access to those life insurance benefits? Sadly, unclaimed insurance benefits leave many families without the protection that they need after a loved one passes away.

Unclaimed Insurance Benefits

Unclaimed insurance benefits create a surprisingly common problem in the United States. In fact, billions of dollars have gone unclaimed. Life insurance payments don’t happen automatically. Beneficiaries have to make a claim before they can receive their benefits. As a result, many families pay for funeral expenses out of pocket when they could have otherwise used the money from a life insurance policy. If you happen to provide your family’s primary source of income, the cost of rebuilding their lives without those insurance benefits could cause years of financial strain and even bankruptcy.

Does Your Family Know?

Have you discussed your life insurance policy with your family members? If something happened to you, would someone in your family know how to find your policy? People tend to forget about their life insurance policies once they’ve purchased a plan. Unclaimed insurance benefits stay unclaimed because people don’t realize that they can collect money. When people don’t have easy access to insurance policies, they won’t be able to use those benefits. Furthermore, when a family has to deal with the grief that comes from losing a family member, practicalities such as life insurance get ignored. If you’ve never mentioned to your family that you have a life insurance policy, the thought likely won’t even cross their minds in the future. Even if you’ve mentioned it once or twice, they still may not recall where to find the information.

Legacy Armour Can Help

At Legacy Armour, we can help you make sure that your family claims their insurance benefits. Legacy Armour is a secure, encrypted system that allows you to store important information, including life insurance information, in digital vaults. In the event of your death or incapacitation, Legacy Armour can automatically deliver your information to your beneficiaries. You won’t have to worry about unclaimed insurance benefits because your family won’t have to search for your policy. They’ll have the information right at their fingertips as soon as they need it. Do you want to protect your family today? Start your free trial now.