Social Media Guidelines to Limit an Agency’s Risks

Bob Dietzel’s suggested “Guidelines to Limit an Agency’s Risks in Social Media” was published in the Insurance Journal

Bob Dietzel, founder and Managing Partner of KMRD Partners was published in the June 6 edition of the Insurance Journal.

Social media has become a powerful way for members of the insurance community to communicate with clients, prospects, referral sources, underwriters and colleagues. However, improper usage can result in serious consequences. At our insurance agency, we have sought to mitigate the risks by publishing the following guidelines for social media:

Know Your Audience

Write knowing that everyone, including the folks who sign your paycheck, will be able to see what you post.

Be Respectful

Do not disparage competitors or criticize others. This obviously includes current and former clients.

Be Conversational

Write as you speak to real people in a professional situation. Avoid stuffy corporate-speak and mannered language. That said, also avoid slang.
Add Value – Social media is no different than other types of communication. It should help others build their business, improve their skills, solve problems or understand our firm better.

Spread the Good Word

When you have something good to say about our firm, say it on multiple social media sites.

Honesty is the Best Policy

Never represent yourself or our firm in a false or misleading way. Be transparent about your identity and relationship to our firm.

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Bob Dietzel, ARM, CIC is Co-Founder and Principal at KMRD Partners Risk & Insurance Solutions, a leading risk management and human capital solutions firm based in Warrington, Pa.

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