Digital Business Cards for Insurance

Example situation for insurance agencies using MyTaag:
One of your representatives is at a regional business reception. They start talking with the owner of a mid-sized company who is unhappy with their current commercial liability insurance provider. While other standard insurers rummage through their pockets for a paper card, your representative uses the premium MyTaag card.

The use case: modern portfolio and acquisition management

• The innovation advantage: With a simple tap on the entrepreneur’s smartphone, your advisor immediately signals: We are your reliable digital partner. The client saves the contact with photo, direct line, and link redirects instantly. In an industry built on trust and availability, your advisor is now permanently in the customer’s phone book, with no risk of losing a paper card.
• Lead capture form: To send the entrepreneur a first checklist for insurance review or an information PDF right after the event, the advisor uses the integrated form on their MyTaag profile. The entrepreneur quickly enters their name and email, and your employees can work directly with the information and create offers.
• CRM synchronization: The data flows directly into your CRM via the MyTaag interface (e.g. Salesforce, HubSpot & Co.). This saves your representatives valuable time entering potential customer data into the CRM, allowing them to continue with their most important tasks immediately after the event.