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Tips for Social Media

April 14th, 2021

2 min read

By www.psmbrokerage.com Admin

Tips for Social Media
3:01

Social Media Content Reminders for Agents

To maintain a professional online presence, there are a few types of content you should avoid sharing. Here’s a quick reminder of some key guidelines:

  • Get Permission First: Never repost, tag, or share content with or about clients or followers without their clear, written permission.
  • Keep It Positive and Neutral: Avoid posting any content that could be seen as disparaging, threatening, harassing, or discriminatory. Refrain from any politically-charged posts and make sure your opinions are not mistaken as those of any plan carrier.

Permission to Contact

Likes, comments, and other social media interactions don’t equate to permission for follow-up contact. When clients or prospects comment with inquiries, avoid discussing specific plan details, personal health information, or service issues publicly. Instead, encourage them to reach out to you directly by phone or email, or provide your contact information in a private message. This ensures a compliant, professional response while respecting their privacy.

Focus on Authenticity

Shift your social media mission toward helping your followers rather than just promoting your services. Share general health and wellness information, inspiring stories, and tips that add value to their lives. “Think about what matters most to your clients and post content that aligns with those priorities.” By doing this, you’ll naturally position yourself as a trusted resource.

Balance Your Content Mix

To keep your followers engaged, aim for a diverse content mix that is informative, entertaining, and useful. A few ideas include:

  • Educational Health Tips – Share wellness articles or surprising facts about nutrition and exercise from reputable sources.
  • Personal Highlights – Showcase relatable moments, like a Throwback Thursday post or a snapshot from a weekend hike.
  • Quotes and Humor – Share uplifting quotes or light-hearted content to add a fun touch.
  • Timely and Evergreen Content – Mix in timely reminders, like a post in September to help followers prepare for the Annual Enrollment Period, along with evergreen content such as articles on general wellness habits.

Striking a balance between informative, timely, and personal posts will keep your feed fresh and engaging, building a well-rounded picture of who you are as an agent.

Commit to Quality

High-quality content helps you stand out. Use tools like Grammarly to catch errors, keep your sentences clear, and ensure everything is polished. Always use high-resolution images and videos formatted to the correct size, and dedicate time to producing thoughtful, well-crafted posts. “The more effort you put into quality, the better your results in engagement and client interest.”

By following these tips, you’ll cultivate a professional and approachable social media presence that resonates with your followers, enhances your brand, and encourages positive interaction.

Social Media resources for insurance agents

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.