You may have heard of Clickable Coverage—our breakthrough sales tool that allows users to click-and-learn about unique risks and the insurance coverage options available to protect them.

Perhaps your insurance agency is equipped with the tool already—either as a seamlessly-integrated feature within the ActiveAgency platform, or as a standalone option. Or, maybe your agency is batting around the idea of utilizing the tool in the future. Either way, we thought it might be useful to share a short list of some of the best ways to use Clickable Coverage to sell.

1.) Send prospects a link before or after your meetings

7 ways insurance agencies can use Clickable Coverage to sell - 1The Clickable Coverage scenes “live” on your agency website, so it’s easy to send prospects a quick link to view the appropriate scene(s) before or after meetings or phone calls. Not only does it differentiate you and the agency, but it also reinforces your mission of adequately protecting them or their business.

2.) Reference Clickable Coverage during the renewal process

7 ways insurance agencies can use Clickable Coverage to sell - 2As policy renewals approach, send the appropriate Clickable Coverage scene(s) to your clients to ensure they are well protected. Highlight any potential gaps in coverage and be sure to discuss the related insurance solutions with them one-on-one.

3.) Update your email signature to include links to Clickable Coverage scenes

7 ways insurance agencies can use Clickable Coverage to sell - 3If you’re like most of us, you send a lot of email. Your email signature is a great place to include links to the various Clickable Coverage scenes that make sense for what you do.

4.) Share the scenes on LinkedIn, your blog and social media

7 ways insurance agencies can use Clickable Coverage to sell - 4Clickable Coverage is ideal content to share across the web – whether on your LinkedIn profile, Facebook page or even on your agency’s blog. It helps reinforce your position in the community and underscores your expertise in the industry. And, since it’s so unique, it definitely stands out!

5.) Leverage it during your face-to-face meetings

7 ways insurance agencies can use Clickable Coverage to sell - 5Clickable Coverage is great for face-to-face meetings, especially if you have an iPad or any tablet or laptop. You can open the scenes and walk prospects through some of the “hot spots” to get the conversation started. Then, when you get back to the office and send your email recap, include links so they can explore the scenes on their own time.

6.) Use Clickable Coverage as an internal education and training tool

7 ways insurance agencies can use Clickable Coverage to sell - 6We’ve heard from numerous agency owners and producers that they use Clickable Coverage as a reminder of the unique risks families and businesses face. So, even if you don’t write a lot of Golf Courses, for example, you can still get a high-level view of where to focus. Think of it as your internal cheat sheet.

7.) Edit the pre-built content and add new scenes just for your agency

7 ways insurance agencies can use Clickable Coverage to sell - 7Clickable Coverage is flexible. All of the scenes come “out of the box” with industry-vetted content. It’s ready-to-go, so most agencies simply use it as-is. However, all of the content is completely editable. It’s easy to adjust the yellow “hot spots” and all of the related content that appears when people click on them.

As you can see, Clickable Coverage is an impressive and flexible sales tool that can help your agency focus the conversation on the best coverage, rather than the price of the policy.

LEARN MORE ABOUT CLICKABLE COVERAGE

Is your agency using Clickable Coverage in a unique way? Are you interested in learning more about the tool? Reach out! We’d love to chat.

Author Jeff Teschke

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