WEB QUOTE
TAKING YOUR FINANCIAL BROKERAGE
ONLINE
www.webquote.ie
in association with Broker Information Services
ONE LIFE INSURANCE PLATFORM
MORTGAGE PROTECTION
LIFE INSURANCE
SERIOUS ILLNESS COVER
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INCOME PROTECTION INSURANCE
DID YOU KNOW
40%
47%
50%
www.webquote.ie
NEARLY 40% OF FINANCIAL BROKERS DO NOT HAVE A WEBSITE
47% OF CONSUMERS MADE PURCHASES ONLINE LAST CHRISTMAS
OVER 50% OF NEW CLIENTS WILL CHECK YOU OUT ONLINE BEFORE YOUR FIRST MEETING
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1
WHY ARE YOU
GOING ONLINE? Create a professional image
Allow prospective clients see your products and services Develop new business and sell
2
Taking your Financial Brokerage online
www.webquote.ie
GOING
ONLINE? Its not just about a website but its not complicated either! You should consider
www.webquote.ie
1
Website
2
LinkedIn profile
3
Profile your business
4
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CREATING
A WEBSITE Your site should be clear and simple allowing clients to readily understand who you are and what you do Include Contact information A map to your office A page about you Brief information on the products and services you offer Make sure your website is “reactive”. This means that it can be viewed using a computer, tablet or smart phone. Nearly half of traffic to your site will come from Smart phones so you can’t afford to ignore this Remember! Keep it short, clear and concise. If you have complex, detailed or technical documentation you want to include, this is good but keep it in the background Employ a competent professional designer. This does not have to cost a fortune but a shoddy site will give a poor impression www.webquote.ie
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PROFILE New and prospective clients will check you out before meeting you. This is what LinkedIn is for. Complete your profile including clear and concise information about you and your business. Include a clear job title – e.g. Financial Broker Include presentations, achievements, awards and other interests. This is your client accessing you as a person so try to make it attractive whilst remaining professional. Join groups such as PIBA and the QFA groups. Avoid contentious matters or negativity in posting comments.
www.webquote.ie
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PROFILE
CREATE A DIGITAL FOOTPRINT! Register your office on Google maps Join Financial Broker and set up a profile page Complete your profile on PIBA or other associations you are a member of Set up a company page on LinkedIn Set up a company page on Facebook
These are all small things which you can chip away at over time which will enhance your presence online.
www.webquote.ie
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MARKETING
ONLINE 101 The greatest website in the world will do no business if no one visits it... And they wont unless you drive them there so don’t hide your shining light under a bushel!! Create an AdWords campaign driving clearly targeted traffic. Target locally online! This will give you a return for a limited outlay. Your advantage is being local; do not make the classic mistake of trying to compete with national brands. You have not the resource or budget to do so... Even if you did could you service it?
www.webquote.ie
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MAKE IT EASY
FOR CONSUMERS! Don’t irritate the searcher (your potential new client)! They are searching for an answer so give it to them as soon as possible- if you don't they will get it elsewhere! Each step you add into the process will cost you half your audience; that's right 50% of your audience will leave for each additional click you ask them to make!! So if you think you should ask the visitor for an email address before giving them information – Forget about it!! They will simply go elsewhere.
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CREATE
A COHESIVE PROPOSITION Proposition
=
Website
=
You
Make sure what you say in your advert is relevant to what's on the page the consumer lands on and in turn this matches up with what you can offer when you meet the client! Its your money so spend it as effectively as possible. This means loosing as few potential clients at each step of the way as possible! Everything needs to add up
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TARGET
LOCAL I cant say it enough – TARGET LOCAL!! For a very modest budget using the likes of Google AdWords or LinkedIn you can effectively target your local area - If your’re in Sligo town, target Sligo town not Kerry or Kildare, this will considerably enhance the return you get on your online spend.
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TARGET
YOUR TARGET MARKET If you advise on pensions, use the keyword pensions. Don’t bother spending money on terms like business advice or property!! Be precise – if you have information on PRSA’s, Section 72 life insurance, etc. connect this with your marketing efforts. Create an ad and point it at that page on your website as opposed to your homepage.
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ONLINE
MARKETING See WebQuotes AdWords presentation
Click play to Get Started with Google AdWords
Taking your Financial Brokerage online 12
HOW CAN WE HELP? Going online consultation Advice Strategy Sounding board
Website development From a simple low cost solution to complex bespoke development work
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WEB QUOTE Set up WEB QUOTE
Implementation Marketing advice
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CONTACT US To get started with WebQuote:
Greg Bowden greg@brokerinformationservices.ie 087 9425656 01 496 0006
For WebQuote support: garfield.spollen@webquote.ie 01 6629208
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