As insurance and financial companies go digital, they’re making everything easier by swapping paper for digital copies and moving from in-bank payments to mobile transactions. This shift not only improves data management but also helps keep clients’ information and funds safe.
We’ve entered a new era where we can finally say goodbye to physical forms like unwieldy contracts and loan applications. QR Codes help streamline digital processes, making complex processes more streamlined—from boosting mobile downloads to onboarding clients right from the start. Explore our gallery to see how financial and insurance companies leverage QR Codes to enhance their digital strategies.
Note: The brands and businesses depicted below are fictitious examples.
QR Codes for financial education and resources
Helping clients understand investments, financial advice, or policies is part of the job. The challenge is simplifying the complicated insurance and financial jargon into easily digestible information so your clients feel confident and empowered to make informed decisions.
Use QR Codes to point your clients to the best educational resources, allowing them to continue learning at their own pace. Whether it’s a video from a team member explaining investments or a link to an upcoming insurance webinar about claims, QR Codes make it easy to access the information they need quickly.
Customize your QR Code with your finance company’s colors and logo to make sharing educational resources a branding opportunity from the moment it’s scanned.
Learn more
- Can You Use QR Codes for Finance and Banking Services?
- QR Code Branding 101: Make Your Brand Stand Out
QR Codes for bankers, advisors, and agents
Bankers, advisors, and agents know that building a genuine client connection doesn’t stop after the first meeting. Following up with a business card ensures you save their contact information immediately, helping you foster that connection. Incorporating a QR Code can transform any physical card into a digital one, making it convenient to share information as soon as you meet someone.
Adding a QR Code to your business card also gives clients more than just contact information—they get instant access to your website, social media, and other important details. It’s the perfect way to showcase your brand and make your services stand out. One quick scan and your clients conveniently have everything they need to reach out, explore your offerings, and start working with you.
Design a branded business card featuring a QR Code with your company logo prominently in the center to help promote instant brand recognition.
Take your digital networking game to the next level. Fully customizable and accessible on any mobile device, Bitly’s digital business cards let you share your contact info instantly via QR Code or link—no app needed!
Ready to start making connections anywhere, anytime? Learn more today!
Learn more
QR Codes for banking and insurance app downloads
Mobile apps in banking and insurance have transformed how customers interact with services—from providing around-the-clock support to submitting claims and making transactions—all right from their smartphones.
By adding QR Codes to billboards, displays, brochures, or direct mail, you make it even easier for clients to download your app on the spot. Whether on the go or at home, QR Codes provide a seamless way to access your services, enhancing customer convenience and driving higher engagement with your offerings.
Make the QR Code call to action (CTA) short and compelling to encourage your target audience to scan it instantly and download your banking or insurance app.
Learn more
QR Codes for claims and filing status tracking
The claims process should be a seamless experience for policyholders. Customers are always looking for simple and convenient ways to handle their paperwork, and insurance claims shouldn’t be an exception.
Add QR Codes to your claims process to make clients’ lives easier. A quick scan from a policy document or accident report can lead them to your company’s digital portal, where they can upload files, submit claims, or even check the claim status—all in just a few taps. Going digital not only speeds up the process and cuts down paper, but it also gives your customers a stress-free experience.
Provide clear instructions and double-check that your QR Code links to the correct resources, making the claims process as straightforward and headache-free as possible.
Learn more
QR Codes for client onboarding
Upgrade the client onboarding experience by making it completely digital with QR Codes. For insurance and financial companies, this means transforming a traditionally tedious process into a seamless, user-friendly smartphone experience.
Add QR Codes to onboarding documents, emails, or online forms so clients can scan and instantly verify their identity, complete forms, and upload documents—all from their phones. It’s a smart way to ensure the onboarding process is smooth and straightforward for everyone involved.
Keep instructions simple to make the process seamless for your clients. Use clear CTAs on onboarding materials like “Scan to verify identity” or “Scan to upload documents” so customers know exactly what to do.
