What to put on an insurance agent’s digital card
- Agent code and insurer Lets clients and their relatives verify your appointment with the insurer before sharing health or income details.
- Types of cover Life, health, motor, travel or shop policies listed so people know whether to call you for their need.
- WhatsApp number Most renewal reminders, document photos and claim queries in India move over WhatsApp, so make that one tap away.
- Claim helpline note A line saying you help with claim paperwork reassures families that you will still pick up after the sale.
- Office address and hours Older clients prefer to drop in with forms and cheques; a map pin saves directions over the phone.
- Languages spoken Families explaining medical history feel more at ease speaking Marathi, Tamil or Hindi, so say which languages you use.
- Renewal reminder offer A line such as “I remind you before every renewal” gives policyholders a practical reason to save your number and keep it.
- Policy servicing contact Saying how to request address changes, nominee updates or duplicate documents shows you help after the sale, not only before it.
When to share it
- Shown as a QR code at a housing society or office awareness session, so attendees save your details without writing anything down.
- Forwarded by an existing policyholder to a sibling or colleague who has asked them to recommend a trustworthy agent.
- Sent along with renewal reminders so the client always has your latest number and office address in the same chat.
- Shared with a hospital desk or family member during a claim, so they can reach you directly for documents.
What to say when you send it
A card link on its own is easy to ignore. Add a line that reminds the person where you met and what to do next — for example:
Namaste Mr Jain, thank you for your time today. My card has my agent code and office timings. Please save it, because I will remind you before every renewal. For the health cover, send your family members’ ages and any existing conditions.
Where to put the QR code
- The policy document folder you hand to each new customer.
- Renewal reminder messages, so customers can save your details again if they changed phones.
- Your stall at a housing society event or local trade fair.
Mistakes to avoid
- Promising claim approval Claims depend on policy terms and the insurer’s process. Promising approval on the card misleads customers and can lead to complaints.
- Using the insurer’s logo without approval Insurers often control how their brand is used. Ask your branch office before adding logos or brand colours to your card.
- Leaving out the agent code Customers and insurers use the code to verify you. A card without it looks unofficial, especially to cautious buyers.
Tips for a card that gets saved
- Ask your insurer or branch office whether your card and site need approval before you share them. It takes a few days and protects your licence.
- Keep the card focused on who you are and how to reach you. Do not add premium figures or return projections, which change and can be read as promises.
- Encourage every new policyholder to tap “save contact” while you are sitting with them, so your number is already in their phone when a claim happens.