Cool iPhone Trick for Insurance Agents to Improve Service & Sales

Written by John F. Carroll on . Posted in Customer Service, Sales, Technology

iphone-contact-share-for-insurance-salesThe easier it is for clients and prospects to contact you the better.


And if all your contact info is stored in their phone that makes it pretty easy.

Also right?

What’s NOT easy is getting a client or prospect to type your information into their address book.

Last night I found a cool feature on my iPhone that can make it dead-simple for insurance agents to get into their client’s cell phones.

It’s not top-secret and you might already know your phone can do this.

But I think this iPhone capability can be incredibly powerful if used right for insurance agents so I wanted to share it with you.

I’ve written in the past about using QR Codes to import your agency information into someone’s phone, but this trick is simpler and more effective.

Here’s the easiest way to get your agency’s contact information into your client’s phone. 

By the way, if you don’t have an iPhone don’t give up. Your phone might have some similar functionality. It’ll just be less user-friendly and harder to figure out. ;)

First – Create Optimized Contact Profiles in Your Own Phone

These are the contact profiles you want clients and prospects to have in their phone.

I recommend creating two separate profiles:

1) One “Agency Profile” that you give to clients.

This profile is branded as the agency and includes things like:

  • The agency’s main phone number
  • The general office email address
  • Individual extensions for each employee
  • Phone numbers for filing claims
  • Phone numbers to contact carrier(s) directly
  • Phone numbers to make payments
  • Useful client website links
  • Links to social media accounts etc.

You basically just want this contact to be a clients one-stop-shop for any information about your agency or your carrier they may need while on the go.

2) And one “Salesperson Profile” that you give to prospects or networking connections.

This profile is branded as you and includes things like:

  • Your personal cell number
  • Any phone number you may call them from (so your profile displays in Caller ID)
  • Your direct email address
  • A link to your LinkedIn, Facebook, and/or Twitter profile
  • A link to your “Get a Quote” page
  • Phone numbers, links, and anything else about you

Get the idea here?

You’re not just creating a standard contact, you’re creating robust and valuable profiles full of information people will find valuable to have on hand!

Here’s how to set up those profiles:

Step 1: Open The Contacts app.



Step 2: Tap the “+” button to add a new contact.



Step 3: Enter As Much Information As Possible



Step 4: Pretend you’re a teenage girl and take a “Selfie”

Update: After testing this process, I learned that the profile photo doesn’t always transfer when you share this contact.

It’s still fun though, so I had to leave it in here  ;-)


Step 5: Save the New Contact You Created


That’s it.

And here’s how you get these profiles into your clients’ and prospects’ phones:

Step 1: Open the Contact Profile and Scroll to the Bottom



Step 2: Tap “Share Contact”.



Step 3: Share the Contact by text message, email, or Airdrop.

(I haven’t tested the Airdrop so I don’t know how it works but email and text work fine. If you figure out the Airdrop and there’s any advantages please let us all know in the comments below)



Here’s what the client needs to do:

The client/prospect needs to take one extra step to save your information to their phone.

For illustration purposes, here’s what it looks like if they receive the contact via text message on another iPhone.

I don’t know how this process differs on non-iPhones, you’ll have to figure it out yourself because there’s only iPhones in my house.

Step 1: They’ll get a text message that looks like this:


Step 2: After tapping the message, they should scroll down and tap, “Create New Contact”


And You’re In!

By the way, this may have seemed like a lot of steps because I showed lots of screenshots for every step but I promise (other than setting up the contact profiles) the process only takes seconds to do with a client.

- Useful reference: iPhone repair San Diego.

Do You Think This is a Cool Tip?

Me too.

Click one of those “like” buttons so I know you agree with me.

And don’t be selfish – email a link to this article to another agent you that you know uses an iPhone.


I hope this helps you!

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John F. Carroll

John F. Carroll is the founder and CEO of InsuranceSplash. For years, John has consulted insurance agencies with internet marketing and sales strategy and he is dedicated to making insurance marketing easy and effective for all insurance agents. If you're an agent, connect with John on LinkedIn, he wants to connect with you!

Comments (3)

  • Kelly Dabelgott


    Yet another great tip for me to take into our next staff meeting! This is fantastic information and I will be having our staff reach out to our clients immediately using this “trick!”

    As I mentioned when we spoke by phone, we take away something of value from every email you send. Your material is relevant and useful – not senseless and poorly thought out as is the case with many so called “insurance consultants”.

    I remain committed to figuring out how we can work together and only need some time to get organized (you might recall we’ve had some unexpected issues we’ve had to deal with over the last month or two, but I think I can see the light at the end of the tunnel…hopefully!).

    In the meantime, keep turning out the great info – we love it!!


  • Jon Olson


    There is also a share button on any android phone for contacts. I use this technique instead of carrying business cards; that way I get their cell number as well.


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