QR Codes for Finance and Insurance Companies

A man scanning a QR code for invoice payment
Overview
Close

Adding QR codes to your marketing strategy in the finance and insurance industry will boost customer convenience by creating a connection between your company and the client. They also reach a wider audience to expand your client base through social media and billboards. QR codes also aren't limited to your digital marketing campaign; they also benefit making claims, contactless payment, and policy registration and changes. Using QR codes for finance and insurance is a practical and convenient way to inform customers about your brand, services, and any other specific information you would like clients to know. Having a QR code in lobbies, on invoices, business cards, and other printed materials, benefits clients in a convenient way so they can connect with you and store any information they need on their mobile phones. 

Benefits of Using QR Codes for Finance and Insurance

1. QR codes widen your audience 

Placing a QR code on advertisements like billboards, in magazines and newspapers, and anywhere else, can send potential clients directly to your website for videos with testimonies and stories about your agency. The digital marketing experience peaks interest in the client beyond print.

2. It is eco-friendly

Placing QR codes on and off print allows for more detailed information to be given when scanned, that takes up too much space on printed materials which often get thrown in the trash. This eco-friendly option reduces paper and ink. Since dynamic QR codes can be updated whenever needed, there are less reasons to reprint materials when there is a change. 

3. It’s easy to design to attract QR code scans

Make your firm recognizable when creating your QR code. With customizable colors, logos, frames, and personalized calls to action with incentives, people cannot resist scanning a QR code to receive more information.

4. It’s convenient to use for clients

Scanning a QR code can route customers to payment systems, updating premiums, viewing videos and various informational content, and more. With this convenience, never make a mistake spelling out a web address, navigating specific information online, or making a payment.

5. QR codes analytics are measurable

Check the analytics of any scan in the Supercode analytics dashboard. See where every scan has come from and even receive feedback with Supercode QR codes for feedback. Now you can measure the success of your digital marketing campaign the way you cannot with printed marketing materials. 

Hands scanning a QR code from a document
Image source: Rambler Finance News

Applications for QR Codes for Finance and Insurance

1. Make QR code business cards and other printed materials

With a vCard for contacts, place Supercode QR codes on business cards, flyers, or your lobby to encourage clients to connect with you directly and since data is input straight into the mobile phone fields, there will be no spelling errors.

2. Use URL QR codes to send clients to your website for appointment booking and downloading PDFs

Never make a mistake with a web address when the QR code can send clients directly to your site to book appointments and fill out online forms. Add a QR code to a link to a PDF for clients to download information directly from your website. Reduce as much paperwork as possible and embrace the eco-friendly trend at your firm.

3. Social media connections

Do you have a social media presence that clients care about? Make a Supercode QR code for social media and send them straight to your Youtube, Twitter, or even to your mobile app. 

4. Ask for feedback

Would you like to know how you can improve your services? Create a customizable dynamic QR code for feedback with star ratings, optional comments and optional customer contact information, for collecting feedback immediately sent to the Supercode analytics dashboard. 

5. Check your analytics and take action

Respond to customer feedback by improving your services and boost customer trust in your firm. With optional comments and client contact information, it's easier than ever before to improve specifics and notify clients when a change has taken place, for the best customer experience possible.

A hand adding a wooden block with a family symbol to other wooden blocks
Image source: Canva

How to Create a QR Code for Financial and Insurance:

Creating QR codes on Supercode is easy and takes seconds. Here is a quick guide on how to create a QR code or a few QR codes for finance and insurance to achieve your marketing goals. 

1. Choose the right type of QR code. Here are some of our suggestions: 

  • URL QR Codes - perfect for sharing website content or sending customers directly to an appointment page or PDFs with informational content. 
  • Social Media QR Codes - ideal for increasing the number of followers on your social media accounts. 
  • Feedback QR Codes - great for placing a QR code in a lobby or an invoice so people can rate their customer experience with your firm. 
  • Email QR Codes - fantastic for questions regarding suggestions or inquiries. 
  • vCard QR Codes - the easiest way for sales representatives or management to share their personal contact details by placing a QR code on their business cards. 
  • Bulk QR Codes - an amazing way to create a large number of QR codes for one-time-only scans like an enrollment discount. 
Supercode different types of QR codes

2. Create a code 

Creating a code on Supercode is easy and takes seconds. Choose the type, the link or the content to include and click on save when you are ready. 

create a QR code on Supercode QR code generator platform

3. Modify the design 

Create the design of the QR code to match your branding guidelines and make your code attractive for clients.

modify design of a QR code on Supercode QR code generator platform

4. Add your QR code to a folder to organize your workspace

Add customizable categories for new folders in the Supercode dashboard. Or, add your new QR code to a preexisting folder, both of which you can share with your marketing and management teams.

save QR codes to different folders on Supercode platform

5. Test the code 

Scan the code by directing your phone camera on it and check if all the content displayed is correct. To make changes, simply go back to the dashboard and edit the code.

bright colourful QR codes generated on Supercode platform

6. Print the code

Place the code in lobbies, on invoices, billboards, magazines, newspapers, even vehicles, and anywhere else clients and potential clients can scan the code.

 Supercode QR code printed on a business card

7. Track analytics

Visit the analytics dashboard to get more information about how your QR codes are performing. 

Supercode analytics dashboard with QR code scans performance

For producing many QR codes at once, learn how to use Supercode's QR code generator for QR codes in bulk here.

Best Practices of Using QR Codes in Finance and Insurance

1. Offer a QR code directing new members straight to enrollment

The City of Fort Lauderdale gives their employees the option of enrolling in insurance benefits by QR code on their mobile phone, or on the benefits website to save paper. Since many people use mobile phones more than computers, it is beneficial for them to be able to enroll from a mobile phone.

lady sitting on a sofa looking through documents and holding a phone
Image source: insta_photos / Shutterstock

2. Pay insurance benefits by scanning a QR code

The National Health Insurance Administration of Taiwan has payment options now by QR code to pay for health services directly from their premium instead of having to carry credit cards and file a claim. This favorable action takes away a lot of paperwork and miscommunication regarding claims and payment.

3. Make an account to set up online appointments

Vanderbilt Health now offers a QR code that leads to their app so patients can schedule appointments for online visits from home for no additional fee. 

AN old happy lady holding an ipad searching the web
Image source: Vanderbilt University

4. Use a QR code for insurance comparing apps

Make it easy for your clients to find a deal. Uswitch offers a QR code leading to their app to compare different energy insurance companies and save on long-term premiums.

Insurance uswitch app mobile phone screenshot 
Image source: Uswitch

5. Have customers pay their monthly bills straight from the QR code printed on the bill

Now signing in to the computer and adding their credit card information is no longer necessary. Customers can now just scan the QR code on the bill and pay directly from their phone.

A black and white QR code on a British Gas energy invoice
Image source: Uswitch
Overview:

Have any questions?

Head to our FAQs section or reach out to us directly on info@supercode.com

Sign up for free