“What’s the #1 obstacle you face in your sales efforts?” I asked the Mississippi-based agent.

LICOA College Workshop

LICOA College Workshop

“Paperwork. Without a doubt. Filling out application forms after I bring a new client on board. It’s incredibly time-consuming. On one particular product for Mutual of Omaha the application is 32 pages long…”

I went on to ask, “What hinders you the most from using Facebook, Linkedin, Twitter, etc.?”

“I’m not sure how to use it. I don’t know what I can and cannot do on Social Networks. The insurance companies I represent either have not issued any guidelines at all or have conflicting ones with each other. But I’ve got over 500 friends on Facebook. I see it as a huge untapped opportunity for me to get the word out about what I’m doing to help people…”

This conversation was with an agent that appeared to be in her 30′s, very energetic, sincere, and taking her vocation as an insurance agent very seriously. Man, given the right tools, guidelines and coaching, this person could easily double her sales using Social Tech. However, the issue of paper forms needs to be dealt with. Perhaps another facilitator here at the College can help – Mindfulware.

More on that later. Gotta run to the session I’m facilitating on using Social Tech for Insurance Sales and Marketing…