Benefit brokers hoping to position themselves as a clients trusted adviser have an enormous opportunity to do so via social media, where new technologies and mobile apps can literally put you in your clients pocket.
Increasingly, benefit advisers are using social media websites and apps to recruit new clients and network with business associates. Eighty-percent of independent agents using social media say they are using it to gather new leads, while 81% are using it for brand recognition, 77% for relationship building and half (50%) for improving service, according to Southern States Insurance.