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Using social media professionally and safely


Publication date:

18 October 2021

Last updated:

10 December 2021


James Moorhouse

A guide highlighting the many uses and benefits of social media, including ways to stay safe and what to do if you experience a negative interaction.

Social media is a digital tool that allows users to interact with each other. Used both by organisations and individuals, social media has quickly become one of the most widely used pieces of technology over the past 15 years.

Some of its many uses include:

  • communicating
  • sharing
  • networking
  • bookmarking
  • marketing
  • promoting

Social media has developed from user-based interactive websites to mobile applications (apps) that can be downloaded onto mobile and handheld devices. Some of the most widely recognised social media platforms include:

  • Facebook
  • Twitter
  • LinkedIn
  • TikTok
  • Instagram
  • Tumblr

Social media is a great way to connect with customers, business contacts and organisations directly. Whether used socially or professionally, interaction tends to be instant and direct. This can be a two-way dialogue in that someone may have a question about a particular product or service, either as a customer query or a firm doing market research.

With many organisations and individuals using social media to build their profile and generate leads, navigating this digital landscape can sometimes have undesirable outcomes. Whether experiencing online harassment, feelings of 'imposter syndrome' or unintentionally publishing sensitive information, there are occasions where things might go wrong. This guide looks at ways to use social media professionally while maintaining online safety by exploring the following:

  • What social media functions there are
  • How to use social media safely
  • Ways to maintain online safety
  • How insurance products have recognised social media activity


Read the guide HERE

This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), the CII group, local institute or Society, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the CII group, local institutes, or Societies.