4 Tips to Gain Leads in the Insurance Agency

Photo credit: Shutterstock


With the New Year, there come new opportunities to market your insurance agency and master the craft of insurance lead generation! While client references and personal relationships are still incredibly important for you as an insurance agent, the current internet landscape provides limitless opportunities for you to grow your customer base and attract new leads. The insurance agent today has far more chances to market their services and connect with brand new audiences than ever before. 


Looking to have your best year ever? It all starts with a game plan! Below, the experts at Senior Services of North America are providing a handful of proven practices to generate the best leads for insurance agents. 



Every insurance lead generation strategy must always start with a thorough and detailed plan of action. Here at SSNA, we always recommend agencies or individual insurance agents conduct a strategy session that revolves around SMART components. Your plans should be:


Specific: Provide as much detail and information as possible. 

Measurable: Have ways to measure success for future campaigns

Achievable: Be realistic in your goal-setting, what is possible in one year? 

Results-Focused: Decipher some key results that you are looking to achieve

Time-bound: Set clear timelines and deadlines on when goals should be met. 


Get Social! 

Social media marketing is one of the most prominent ways to achieve the best leads for insurance agents in 2022 and far beyond. Many insurance agents believe that their prime clientele, particularly older adults, are not on social media and therefore having a presence on the platforms is not worth their time. This could not be further from the truth, as almost every generation today is using some form of social media to engage and converse! Additionally, in our industry of insurance, it’s never too early for people to start planning. Connecting with younger generations via their preferred social tools (Instagram, Twitter, Tik Tok, etc) provides new leads for today and tomorrow! 


Refer and Earn!

Referrals have always been some of the best leads for insurance agents. The only difference now is that our digital world allows you to gain referrals without ever even meeting the client. Incentivize your current clients to spread the word about your agency by offering referral rewards in the form of gift cards, cash, or fun prizes. 


Reviews are Key!

Much like referrals, reviews and testimonials prove to prospective clients that your services are legitimate and you as an insurance agent are reputable and professional. Make positive reviews a pivotal part of your marketing plan, showcasing testimonials on social media or as a dashboard on your website. This adds legitimacy to your agency, as people are always more likely to trust review sections than your agency talking about itself. Similarly, it’s important to respond promptly and appropriately to negative reviews. Responding to negative reviews showcases that your agency is committed and you’re working to resolve any issues. 


Looking for More Insurance Leads? 

Senior Services of North America, or SSNA, is one of the fastest-growing FMO’s in the country! In an industry that never stops growing, SSNA provides unrivaled mentorship and support to insurance agents looking to stand out from the competition. Interested in learning more? Connect with us today!