Using Dynamic QR Codes for Insurance

The insurance industry thrives on relationships, referrals, and measurable results. Dynamic QR codes provide insurance companies with a powerful way to empower their agents, track performance, and connect with clients more effectively. Whether you're distributing leads, tracking agent activity, or providing clients with easy access to policy information, dynamic QR codes help you build stronger connections and measure what matters.

Key Benefits & Use Cases for Insurance:

1. Track Agent Performance and Lead Generation

Features: Scan Analytics, Campaign Analytics, Campaign Grouping

Give each insurance agent their own unique QR code and see exactly who's generating the most engagement and leads.

• Benefit: Assign a unique dynamic QR code to each agent for their business cards, marketing materials, or digital campaigns. By tracking scan analytics, you can see which agents are most effective at getting potential clients to engage. Group all agent QR codes under a single campaign to compare performance across your team. This helps you identify top performers, understand which agents need additional support, and make data-driven decisions about training, bonuses, or territory assignments. You can also see which types of marketing materials or channels work best for different agents.

2. Always-Current Agent Contact Information

Feature: Dynamic Contact (vCard, Email, SMS, Phone), Dynamic Links

Ensure clients and prospects can always reach the right agent, even when contact details change or agents leave.

• Benefit: When an agent gets a new phone number, email address, or office location, update their contact information once in our system. That same QR code on their business cards, flyers, or website will instantly point to the new details. No need to reprint expensive materials or worry about outdated information. This is especially valuable when agents move between offices, change phone carriers, or update their professional email addresses. Clients will always have the correct way to reach their agent.
• Repurpose QR Codes When Agents Leave: When an agent leaves your company, you don't have to lose the value of all the QR codes they've distributed. Simply update those QR codes in our system to redirect to another agent, a team lead, or your internal customer service team. All the business cards, marketing materials, and printed documents with that agent's QR code will instantly start directing people to the right contact. No reprinting required. This ensures continuity of service and prevents lost leads or frustrated clients trying to reach someone who's no longer available.

3. Streamline Policy Information and Claims

Feature: Dynamic Links

Make it easy for policyholders to access their policy details, file claims, or get help when they need it most.

• Benefit: Include a dynamic QR code on policy documents, ID cards, or welcome packets. This QR code can link directly to a personalized policy portal, claims filing system, or customer service page. If your website structure changes or you switch to a new policy management system, simply update the link in our platform. The QR codes on all existing documents will automatically point to the new location. This reduces support calls and makes it easier for clients to help themselves, improving satisfaction while reducing your operational costs.

4. Measure Marketing Campaign Effectiveness

Features: Scan Analytics, Campaign Analytics, Campaign Grouping

Understand which marketing channels and campaigns are driving the most engagement and leads.

• Benefit: Use different QR codes for different marketing channels: one for print ads in local newspapers, another for social media campaigns, another for trade show materials, and another for direct mail. Group these QR codes into campaigns to compare performance. You'll instantly see which channels are generating the most scans and engagement, helping you allocate your marketing budget more effectively. This is especially valuable for insurance companies that invest in multiple marketing channels and need to justify ROI.

5. Facilitate Referrals and Client Acquisition

Feature: Dynamic Links, Dynamic Contact

Make it simple for satisfied clients to refer others and for prospects to get in touch.

• Benefit: Create referral-specific QR codes that link to a simple referral form or directly to an agent's contact information. Track which agents or campaigns generate the most referrals through scan analytics. You can also use QR codes at community events, workshops, or seminars to capture leads. If an agent leaves or you want to route referrals differently, simply update the destination. No need to change the QR codes already distributed. This makes referral programs more trackable and easier to manage.