As an insurance agent, you probably have to send a lot of sales and marketing materials to your leads. This may include your insurance brochures, promotions, and more.
For most agents, preparing and sharing this content with their leads is part of their daily work – but it can quickly become a very time-consuming task. ⏰
In this post, we’ll share how you can use Privyr Pages to quickly create, send, and track views on your media-rich insurance sales content.
We’ve also included some free insurance content templates we created using Privyr Pages! Just click to save, personalise, and send them to your clients via WhatsApp, SMS, iMessage, email, and more.
How manually sending multimedia insurance content can hurt your sales process
When leads ask for more information on an insurance product or your services, you’ll probably want to share media-rich content with them – and not just text.
So what usually happens is that you manually go through your phone gallery, folders, or note-taking app to find relevant images, videos, scripts, and links. Then, you copy-paste or forward everything to the lead on WhatsApp, iMessage, or text.
You basically have to repeat this process for different leads and for every new request. 😵
Not only is this draining and time-consuming work, but it also doesn’t help you leave the best impression as a professional insurance agent.
If you’re sending multimedia content separately like that, your lead may feel overwhelmed by the clutter of information. Because, suddenly, they’re seeing 10 images, 2 links, 1 video, and possibly a generic sales message in the chat – and all this is just for ONE insurance product. It gets even messier if you’re sending them the details for two or three insurances they’re interested in.
And if you’re using WhatsApp, they may sometimes even see that the message has been “Forwarded” to them, giving the impression that this was an automatic – or even careless – action. Overall, everything feels very impersonal, and it’s costing you time to send the content as well.
How using Privyr Pages can boost your sales game 🚀
Before I show you how to use Privyr Pages to showcase your insurance services and other content, let’s talk about how this method can improve your sales and productivity, saving you time and effort:
- Create only once and send many times: You only need to create a Page for each of your insurance products once, adding all the relevant images, videos, descriptions, and links.
When leads request it, quickly send the same media-rich Page to different leads via WhatsApp, iMessage, or text – within seconds. No need to dig through your galleries or folders. No more copy-pasting and forwarding content.
- Auto-personalise the Page for each lead in just one tap: Your content is automatically customised with the lead’s name when you click ‘Send’. You’ll leave a stronger impression when they feel like the content was personalised just for them.
Your branding and contact details are also automatically added to the page, so that when they share the insurance details with someone else, people know they should reach out to you. - Track how many times a lead views the content: Get instantly notified when a lead views the content you sent them. Gain insights into how many times they have viewed a Page, and how long they have spent viewing it.
You can monitor people’s interest levels, even if they don’t reply or they don’t choose to buy immediately. This will help you plan your long-term follow-up strategy! Check out our other post on how to increase insurance sales by tracking your lead’s interest.
- Update your sales material anytime, for everyone: If you make changes to your brochures, promotions, and other content after sending them to a lead, the changes will be automatically reflected in their copy as well.
Don’t have a Privyr account yet? Create one for free here to start creating and sending auto-personalised insurance content within seconds.
Here are some ideas and inspiration on the insurance content you can create using Privyr Page templates 👇
💡Pro-tip: Click “Use This Template” to save the page template to your Privyr account, where you can customise the page for your insurance products and services. Use Privyr to personalise the content and respond to enquiries via WhatsApp, SMS, iMessage, and more – all within seconds.
Share your insurance brochures
Want to send your leads more details for the insurance policy they enquired about? Use this template so you can track whenever they view it, and follow up effectively.
Whether you sell life, health, or travel insurance, you can customise the template below to suit your insurance offerings.
Page template for insurance brochures
💡 Great ideas: Try adding these multimedia elements to your Page.
- Images and descriptions of the insurance policy: You can upload any images provided by your company to the Page so your branding is automatically applied at the end.
- Relevant file attachments (e.g. Terms and Conditions of the Policy, Insurance Comparison Chart).
- Links to your social media pages, or client testimonials.
- YouTube video that highlights the insurance benefits.
- Google Map to show the location of your claims centre.
Share a detailed insurance plan for a specific lead
Maybe you met with a lead in person and drew up a detailed insurance plan for them. After meeting them, you should send them a summary of everything you discussed so they can quickly refer and consider.
Use this Template to put all your sales materials together and send them in one go. Privyr will auto-personalise the Page with your lead’s name at the top.
It looks more professional and thoughtful – plus you receive a notification every time they view the Page.
Page template for detailed insurance plan
💡 Great ideas: Try adding these multimedia elements to your page.
- Images and descriptions of the insurance you discussed. This may include snapshots of any handwritten insurance proposals you created during your meetup with the lead.
- Relevant file attachments (e.g. Insurance Brochure, Comparison Chart).
- Links to your client testimonials, social media pages, or insurance app.
- YouTube video that highlights the insurance benefits.
- Google Map to show the location of your claims centre, or even panel hospitals near your lead’s home (for health insurances).
Share a limited-time insurance promotion
Is your company running a promotional campaign? Use this template to tell your leads more about it!
Privyr auto-personalises the template with your lead’s name, so it will give them a feeling of urgency and exclusivity.
Page template for insurance promotions
💡 Great ideas: Try adding these multimedia elements to your page.
- Images and details of the promotional campaign – feel free to upload the campaign poster provided by your company.
- Relevant file attachments (e.g. Insurance Comparison Chart, List of Insurances that Qualify for the Promotion).
- Links to your client testimonials, social media pages, or insurance app.
- YouTube video that highlights the insurance benefits.
- Google Map to show the location of your claims centre, or even panel hospitals near your lead’s home (for health insurances).
Check out our help guide to learn more about managing and tracking Pages in Privyr.
Summary
By using Privyr Pages, you can quickly create, manage, and send any kind of insurance details promotional materials while delivering a more personalised and impactful experience for your leads.
Privyr Pages help you excel at leaving small personalised details in what you send to your clients. In the insurance industry where you have the big task of convincing a lead to make a long-term commitment, this can help you win their hearts and mindshare – and ultimately lead to sales.
With the interest tracking feature for Privyr Pages, you can even become aware of leads who have recently engaged with your insurance proposals, brochures, promotions, and more.
You’ll have all the information you need to follow up more strategically, instead of guessing which leads are worth following up with. 😎
