Going High-Tech to Serve Clients

Even before COVID-19 struck, forward-thinking agents and advisors were always exploring and using a wide range of technologies to attract, retain, and better serve their clients. As NAIFA member Jeffery Hill, MBA, shared with us , he has always used all forms of digital tools to reach out and service his clients.    

  Hill is with Hill Financial Group Inc., A Wealth Accumulation Firm, in Little Rock, Arkansas.

The following are some of the digital tools Hill uses in his practice. Making use of some of them may help you stay close to your clients and prospects during these troubling times. 

   Zoom- Client meeting and/or group presentations. 

  Planoly – IG scheduled post Life Happens Pro – Automation for Social Media Schedule Post/Campaigns (LinkedIn, Facebook and Twitter) Lead Captures/Magnets (Clickbuilder or Clickfunnels) – Great for capturing email addresses or other contact information.  

Designr – Blogpost, audio or video files, which can be converted to Ebooks.

Total Advantage Calculator /Animated Collaborative Engaging. This shows a side by side comparison of traditional planning and insurance-based planning.

     Wondershare/Filmora – Used to edit videos for social media and youtube. Odex – Used for live streaming or recording content.

    IXN Life Quotes – Used to compare term insurance rates on the go.

Haystack – Used to Create a virtual business card.