If any person, society or organization is not updated with time, then such person, organization or company has to struggle a lot to achieve success. Many times it happens that people who do not change themselves with time fall behind so much that in the end they have to leave their work.
In today's modern India, even a common man is using digital mediums. In such a situation, SBI Life agents will also have to adopt digital mediums to make their work easier. Today many Doctors, Lawyers, Engineers and people doing other professions are using Digital Business Cards. In such a situation, if you do not use it then it is not good for you.
Today we are presenting a total of five types of Digital Business Cards for the Agents of SBI Life Insurance Company through Insurance Hand. More money has to be spent in making a normal business card, whereas a Digital Business Card can be prepared at a much lower cost. Digital Business Card also builds the professional image of SBI Life Agents.
Before we share any other information about this Digital Business Card useful for SBI Life Agents, I want you to check this Digital Business Card yourself. Here click on the buttons given below one by one and download all the Digital Business Cards.
I am sure you have downloaded all the Digital Business Cards. Now you should first open the Digital Business Card. When you open this Digital Business Card, you see the Agent's Name, Mobile Number, Email ID and other information along with dummy data.
Now you should click on the Mobile Number or Mobile Icon visible in the Digital Business Card. If you do this, you will find that you will be able to call the agent without having to dial the number. Similarly, if you click on the email ID visible in the Digital Business Card, you will find that you will be able to easily send an email to the agent.
Similarly, whatever other information is given about the agent in the digital business card, if you click on it, it takes the related action. Just think about it - if your customer sees such a Digital Business Card of yours, will he remain unimpressed? Let us now know in detail about this Digital Business Card.
Utility
Description
How to Use
Requirements
Order Process
If you sell Life Insurance Policies of SBI Life or appoint Agents for SBI Life. So I am sure that you must be using Visiting Cards or Business Cards. Business Card is an essential product for people involved in Life Insurance Business. Because if your Business Card is with your customers, then your customers can easily contact you whenever they want.
I am sure anyone who is doing Life Insurance related work for SBI Life Insurance Company would be well familiar with the Traditional Business Card or Visiting Card. It is definitely possible that you do not know more about Digital Business Cards. So let us understand what a Digital Business Card is and how you will benefit from it?
Digital Business Card for SBI Life Agents:
If you do Life Insurance Business for SBI Life and get this Digital Business Card made. So in this Digital Business Card, Your Name, Your Designation, Your Mobile Number, Your Email ID, Your Website and Your Address are given.
But all the data mentioned above are not just visible like a Normal Business Card, but on clicking on them, different types of actions are performed. This means that if your customer clicks on Your Mobile Number, then as soon as he does so, your number will be dialed from his mobile and he will be able to call you.
Similarly, if your customer clicks on Your Email ID, his email application will open in his mobile. He will not need to write your email ID, your customer will be able to send the email to you just by composing the email.
Similarly, if WhatsApp and Telegram options are given in your Digital Business Card, then if your customer clicks on their icon, then WhatsApp or Telegram application will automatically open in his mobile and he can easily send you WhatsApp or Telegram message.
Generally, if you want to send WhatsApp or Telegram message to someone, then first of all you have to save that WhatsApp or Telegram number in your mobile. But if your mobile number is not saved in your customer's mobile, even in such a situation if your customer clicks on the WhatsApp or Telegram icon in Your Digital Business Card, he will be able to send you a message.
A variety of social media icons appear on Digital Business Cards. All these social media icons take action when clicked. This means that if your customer clicks on the Facebook icon in your Digital Business Card, he or she is taken to your Facebook account. Other social media icons also work in a similar manner.
We will ask you to download all the demo files of Digital Business Card once and check all the things mentioned above.
If you do Life Insurance Business for SBI Life Insurance and you want to know the benefits of Digital Business Cards in detail, then you need to know about Traditional Visiting Cards, also known as Business Cards.
Although I accept that you may already know about Traditional Visiting Cards. But despite this, I want to say that you have to know those things about Traditional Visiting Card in which Digital Business Card can be beneficial for you. let's understand
Disadvantages of Traditional Visiting Cards for SBI Life Agents:
Traditional Visiting Card is printed on paper. If you make your Visiting Card on good quality paper then you have to spend more money and if you make your Visiting Card on low quality paper then you have to spend less money.
A Visiting Card made on low quality paper gets spoiled quickly and making a Visiting Card on low quality paper also spoils your professional image. Therefore, our suggestion would be that whenever you want to get a Visiting Card made, get it made on good quality paper only.
The second problem with Traditional Visiting Cards is that whenever you make them, only a limited number of them are made. That is, after some time, when you give your Visiting Card to people, then after that you have to get it made again. This means that the SBI Life Agent has to spend again and again for the Visiting Card.
The next problem with Traditional Visiting Cards is that they are always at risk of getting damaged, gnawed by rats and destroyed by termites. You may also have this and if you have given your Visiting Card to a customer, then he too is at risk of this.
Suppose you have given your Visiting Card to a customer. That customer of yours also keeps your Visiting Card safe in his home. Now suppose that one day suddenly he feels the need of Life Insurance and he wants to contact you but if he does not remember where he has kept your Visiting Card, then the very purpose of your Visiting Card becomes futile.
Now you should consider another possibility. Suppose one day you go out of the house to do your Insurance Business but you forget to take your Visiting Card with you. Just imagine, on the same day you meet a person who can buy a bigger Life Insurance Policy from you. But when the person meets you, he is in a hurry and asks you to give him your Visiting Card, he will call you to his home the next evening and buy a Policy for his child's education.
In such a situation, what answer will you give to that productive customer of yours? Would you say that you have forgotten your Visiting Card at home? If you say so, can't your customer think that how will a person who cannot handle his Visiting Cards, how will handle my money? This means that if this happens, just because of a small mistake, you will lose a big Life Insurance Policy and your professional image will also be damaged.
I am sure that if you agree with the above points then you must be wondering whether any other option can be chosen in place of the Traditional Visiting Card. So the answer is- Yes, you can choose Digital Business Card in place of Traditional Visiting Card.
Benefits of Digital Business Card for SBI Life Agents:
If you get a Digital Business Card made, it is prepared in PDF format and once ready, it is saved in your Google Drive. Once saved in Google Drive, you can convert your Digital Business Card into a link and share it on your social media accounts, WhatsApp and Telegram.
Since the Digital Business Card is in PDF format and is saved in your Google Drive, there is no need to make the Digital Business Card again and again like the Traditional Business Card. Once you make a Digital Business Card for yourself, you can use it lifelong.
Once you have made a Digital Business Card, you keep sharing its link on your social media accounts. You send it to your customers on their WhatsApp and Telegram. This means that if your customer ever needs to contact you, he can easily get your Digital Business Card.
Your customer cannot share your Traditional Visiting Card. But if you use Digital Business Cards, then your customer may knowingly or unknowingly share your Digital Business Card with other people. How this happens is explained in detail in the "How to use" tab.
You have to remember the Traditional Visiting Card and keep it with you every day whereas the Digital Business Card is always with you in your Google Drive. If you have your mobile or laptop with you then your Digital Business Card is also with you. This means that even if someone asks you for your Visiting Card while walking on the road, you can easily share your Digital Business Card with him.
SBI Life Agents may not feel anything special in the Digital Business Card. You can think of it as an online version of a Traditional Visiting Card that performs different actions when clicked.
But if you think so then you are wrong. Because indirectly this Digital Business Card can help you in getting New Policy. With the help of Digital Business Cards, you can get New Prospects and make New Friends on your social media accounts.
I am sure you will have a question in your mind that how is this possible? So the answer is given further, first let us understand how to use Digital Business Cards effectively?
Uses of Digital Business Card for SBI Life:
Digital Business cards are created in PDF format, which you can share directly on applications like WhatsApp and Telegram. But sharing the PDF file directly is considered unprofessional. Therefore it is converted into a link and shared.
To convert SBI Life's Digital Business Card into a link, it can be used by saving it in Google Drive and copying and pasting the link.
Acquire New Customers with SBI Life's Digital Business Card:
If you want to get New Customers through this Digital Business Card, then for this you should prepare some attractive material like good articles, videos, images, infographics for your social media like Facebook, Twitter, Linked-in etc. And before publishing it, add the link of Your Digital Business Card.
In such articles, you can give attractive information about the schemes of SBI Life or tell about the financial needs of the people. You can tell people that if they have any problem regarding Bank, Post Office, Life Insurance etc. then they can contact you without any hesitation.
If you do this, people will be motivated to contact you and it will be easier for you to sell Life Insurance.
Connect with New People with the Help of Digital Business Card:
To be successful in SBI Life, you have to make new people as your friends every day. This task is quite easy in the initial stages of the agency. But as your agency gets older, this task becomes very difficult for you.
In such a situation, Digital Business Card can be of great help to you for this work. For this you need to prepare some attractive content to post on social media. This could be text, images, videos, etc. But while preparing it, you should keep in mind that it should be so attractive that people cannot stop themselves from sharing it.
Your Digital Business Card is attached to your content, so when other people share your social media post, your Digital Business Card also gets shared with it.
You can get double benefit from this. First of all, if any person wants to understand or buy the policy of SBI Life, then he can contact you directly. Secondly, someone who likes your social media posts can become your social media friend.
If new people join your social media account, then you can make them your customers by using social media properly.
Creating a Professional Image with SBI Life Digital Business Card:
The Digital Business Card of SBI Life Agents is very attractive and common people are surprised to use this card. This card impresses your customers who are previously unaware of this type of card.
All your customers are familiar with the Simple Visiting Cards of their Agents. When such people get your Digital Business Card, your professional image is created in their mind. This proves to be very good for your business.
Now if you want to order this Digital Business Card to improve your SBI Life Business. So it is very important for you to know what information you will share with us about yourself to get this card made. So let us know it in detail.
Before ordering a Digital Business Card, you should decide which Digital Business Card you want to order to improve your SBI Life Business and what is its Product Code? Now you should note down this Product Code.
Now you should take a closer look at your favorite Digital Business Card and check what information that Digital Business Card is presenting. The information that is being given in that Digital Business Card, basically you have to give us the same information about yourself.
For example, if your Digital Business Card gives information about WhatsApp then you will have to mention your WhatsApp number otherwise not. If YouTube information is given in your favorite Digital Business Card then you have to provide the link of your YouTube otherwise not.
SBI Life's Digital Business Card is generated in PDF format and given to you. You can convert this PDF file as a link by yourself. But if you do not know how to convert your Business Card into a link then you can tell us for it.
But to do this you will have to share your Gmail account ID and password with us. If you decide to share your Gmail ID and password, we would suggest that you do not share with us any of your Gmail ID and passwords that you have used for your Bank Account, Your Life Insurance Agency or any other sensitive place. Rather, create a new Gmail ID and share its ID and password. It will be safe for you and for us too.
If you order a Digital Business Card to be made for yourself, then you will have to share the following information about yourself-
- Your Name:
- Your Position:
- Your Code Number:
- Your Company Name:
- Name of Your Branch Office:
- Your Mobile Number:
- Your Alternate Mobile Number:
- Your Email ID: (which will be displayed on your Digital Business Card)
- Your Website Link: (If it is then you will give it, if not then you will leave it)
- Your Lead Generator Form Link: (If you have then you will give, if not then you will leave)
- Your Complete Address: (If you have created your office then give your office address and if you have not created your office then write your home address)
- Your Google Business Account Link: (If you have a Google Business Account then provide the link otherwise leave it)
- Agent Locator Profile Link: (Give if you have otherwise skip)
- Facebook Profile Link: (Give if you have otherwise skip)
- Twitter Profile Link: (Give if you have otherwise skip)
- Linked-in Profile Link: (Give if you have otherwise skip)
- YouTube Profile Link: (Give if you have otherwise skip)
- Instagram Profile Link: (Give if you have otherwise skip)
- WhatsApp Profile Link: (Give if you have otherwise skip)
- Telegram Profile Link: (Give if you have otherwise skip)
- Gmail ID and Password: (Enter if you want to receive your Digital Business Card as a link, otherwise leave it)
If you are not able to find the profile link of your social media account then you should not worry. Once we receive your order, we contact you on your WhatsApp number. At that time we will share the link of our social media account with you. You have to send us a friend request by clicking on that link.
Doing this will allow us to access your social media accounts and use your social media profile link for your Digital Business Card.
Now comes the turn for you to place an order with us for making a Digital Business Card. There are two important steps to ordering. In the first step, you have to pay the amount for your Digital Business Card and in the second step, you have to share all the information about yourself, which is necessary to create your Digital Business Card and which is mentioned in the “Requirements” tab. Let us know the process of these two stages in detail-
First Step:
To pay the cost of the Digital Business Card, you can make the payment using any of the three methods. This method is- by transferring money from bank account, transferring money through UPI ID and scanning the QR code.
Pay through Bank Account:
If you want to pay the cost of Digital Business Card through a bank account, then in which account you have to pay the money. Its information is being given below.
- Account Holder Name: Ritesh Kumar Upadhyay
- Bank Name: State Bank of India
- Account Number: 30397251685
- IFSC Code: SBIN0007485
Pay through UPI ID:
If you want to pay the cost of Digital Business Card through UPI ID then our UPI ID is riteshlicadvisor01@oksbi. You can make payment using this ID.
Pay by Scanning QR Code:
If you want to make Digital Business Card payment by scanning the QR code then you should click on the button below. As soon as you do this, you will start seeing our QR code. Now you scan it and make payment.
Scan QR CodeNote: Once the payment is made, download the payment slip in your mobile and keep it safe until your order is completed. You will have to send this slip to us for payment proof.
Second Step:
After paying for the Digital Business Card, now you have to share with us all the information which is required to create your Digital Business Card. You can tell us about yourself through three mediums. That is– by filling the form, through email or through Telegram.
Fill out the Form and tell us about Yourself:
If you want to give information about yourself by filling the form, then you will have to click on the button given below. After doing this you will be asked to login with your Google account. After login, a form will open in your mobile.
Fill out the Form !In this form you will see all the questions which are explained in detail in the “Requirements” tab. You should fill the answers to all the questions carefully so that no mistakes are made. Carefully select the Product Code of your preferred Digital Business Card in the form and upload the payment slip. As soon as you do this, your order is considered complete.
Tell us About Yourself through Email ID:
If you want to order Digital Business Card through email ID then you should click on the button given below. By doing this the PDF file will be downloaded in your mobile. This PDF file explains in detail how you can tell us about yourself through your email ID.
Download PDF File !If for some reason you are not able to download the PDF file then you will have to give information about yourself on riteshlicadvisor01@gmail.com. In the subject section of the email, write "Order Product Code for Digital Business Card - (code of your card)".
Now you have to answer the questions asked in the “Requirements” tab. After this, attach the payment slip to the email and send it to us. As soon as you do this, your order is considered complete.
Tell us About Yourself through Telegram:
If you want to order a Digital Business Card through Telegram then you should click on the button given below. By doing this the PDF file will be downloaded in your mobile. This PDF file explains in detail how you can tell us about yourself through Telegram.
Download PDF File !If for some reason you are not able to download the PDF file then you should click on the button given below, by doing this your Telegram application will open in your mobile and you will reach our Telegram.
Now we will have to send the answers to the questions asked in the “Requirements” tab one by one. After this, finally send the payment slip of your Digital Business Card and write its Product Code. In this way also your order is considered complete.
Note: We would suggest you to read the “Order Processing & Terms” once you place your order. So that all types of disputes can be avoided in future.
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