Marketing Techniques and Strategies from Successful Insurance Agents Across the US

Marketing Techniques and Strategies from Successful Insurance Agents Across the US

by Smart Choice Agents

Stand-out marketing suggestions from Smart Choice agency partners through the years: 

Missouri

We have a referral program for customers and it's really been successful. Each month, I take someone out to lunch that's a COI (center of influence). So, either a bank lender, real estate agent, or customer that sends in referrals. I always make sure I'm putting myself in front of someone who can be beneficial to our agency!

Georgia

We send informative emails every other month to a targeted group of clients and prospects. We are consistent with asking for referrals from existing clients.  

South Carolina

We make visits to our local banks and make contact with loan officers. Putting a face out in our community helps them to remember to refer clients to our office.

Texas

We each have a wealth of potential within our own book of business! Simply tapping into our own clients’ base, rounding accounts is not only profitable in new commissions but is also a best practice for the longevity of an account.  Statistics show that accounts that have more than one policy stay with their agents longer and create less servicing work. Put into practice a plan to round those existing accounts at renewal. It will pay off!

Kentucky

We sponsor 4H events. We reach out to programs run by the school sports programs to give away water bottles with our names on them.

New York

We are conducting surveys as a check in. We ask how happy they were with what we were able to accomplish. We also want to know what they didn't like so we can improve and once we have gathered that info we ask if there is anyone they know who could benefit from the service they received. The feedback and referral have been outstanding.

Kentucky

One activity that continues to work very well for me is presenting learning seminars for select groups. I use flood insurance as a tool to educate real estate agents and
mortgage brokers. I use a power point presentation to show them what flood insurance is and how to use the right information to make what was a hard sale for them. This has resulted in getting leads every day of the week. Not only do we get the flood business, but it opens the way for Home and Auto. Especially for new home buyers.

Maryland

Get out in the community and when you see someone you don't have insured, ask them if you can provide a quote.  If they say no, try again.  Some accounts need to be approached several years before they allow you to quote their account. I've found this works especially with commercial accounts.  Happy Selling!

Tennessee

We sell Pet Insurance. We have a fishbowl of small bones for dogs at the vet's office. Attached to the bone is our business card offering pet insurance with our information on it.

New Jersey

Follow the SW, SW, SW Rule... Some Will, Some Won't, So What! NEXT! Rejection isn't personal or a reflection on you personally. It is business and business only. Don't get hung up and move on.

Know your PURPOSE! When you know your why you can endure any how. If you're not sure what your purpose is, ask yourself this question...How do I measure my life?

Georgia

I do a well check on my client every quarter. Not to ask for business just a well check. I get many referrals.

Tennessee

Make a personal phone call on your client’s birthday to wish them a happy birthday.

New Mexico

On bright colored paper, to catch customers attention, I mail a short memo about how we are here as an agency for the valued customer and the services our agency has available to them.  We insert a few extra business cards for them to give to family, friends and neighbors for referrals. This has been working out great.

Maryland

Network to recruit new business. Our agency networks and has joined various organizations within the community, such as the Chamber of Commerce. We engage with mortgage brokers and realtors and women’s organizations. By networking my agency stays top of mind and business is referred to us.

Virginia

Be consistent. Stay in front of your referral base at least monthly. This keeps you in their thoughts and allows you to share new and exciting things happening in your business and how you are different than the competition. It also allows you to show them frequently how you can help grow together by sharing referrals.

Florida

When a client is at my desk and a sale is made, they get a folder with their copies of whatever the product is. I always include a business card of mine and the account managers, then I tuck three more in sleeve and say: "If you liked the service you received...tell a friend! If not, they make great bookmarks!” I have obtained hundreds of customers from the referrals. Hokey… but it works!

Tennessee

Always keep your social media pages current and active!!

Idaho

We stay in touch be sending birthday cards, weekly agency emails and renewal courtesy calls to our insureds.

Florida

My wife and I both have our logo on our back car window. We do not need to both drive to our office, though, so we stop at a different shopping center each day and leave one of our cars there for the day. This way, passersby can see our logo for area brand recognition. Over time, people get familiarized with our logo. It is subliminal messaging, but it works!

Louisiana

Pick an area to specialize in and then seek out clients for that specific niche...then allow the other lines of business to come in the future and from referrals. We've chosen to specialize in contractors, and we used the State Contractor Board website to get contact information.

Michigan

We spend zero dollars on marketing. We spend time explaining options and talking to our clients. Many are Facebook friends and I comment, like and ask about their personal lives. Many stop in just to say hi, and we've had clients with rate increases tell us to "do the best we can because they aren't going anywhere." We live in a small town, and I can't get out of a local store without talking to and asking about weddings, deaths, etc. We make them comfortable both calling and coming in with questions, and I have several that stop in just to play with or walk my puppies. I send cards for special events, flowers for funerals, and almost all have my personal cell phone and will text me after hours with questions and issues. All of our new business comes from referrals. I've been invited to showers, weddings and birthday parties for people that I sometimes forget their names and have to fake it. I always talk to people in stores and whenever I'm in line, find something to transition into insurance conversations, and offer my card.