Finding new insurance leads is hard work.
Everyone has their own lead generation suggestions but it can be difficult to keep track of all the options.
So, Why 42?
It’s just the number I ended up with when I listed out all the lead gen methods I’ve seen working.
But, 42 is kind of a neat number. I mean, it’s the answer to the ultimate question of life, the universe, and everything, right?
How do we generate these new insurance leads?
Well, there are two alternatives out there: you either buy leads (our first option, but we are diversifying here) or generate them yourself.
While buying can work in a number of ways (for starters, you could read our guide about buying leads), generating them yourself has its advantages. Yes, it’ll be much more time-consuming, but the quality of the leads you acquire might surprise you.
Plus, these leads belong exclusively to you! With that said, let’s get to it.
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Ask for Referrals Strategically
According to McKinsey, word‑of‑mouth drives somewhere between 20% and 50% of all buying decisions. Yet, most of your clients probably never even think to mention your name to someone else. Let’s fix that!How to Do It
- Automate the Ask: Set up a system (likely in your CRM) to ask for a referral right after you’ve really helped a client out. Timing is key.
- Give Them a Template: Make it super easy. Write a simple message they can just copy and paste. Takes the guesswork out for them.
- Say Thank You (Properly): A handwritten note, a small eGift card (check your state regs!), or even just a quick phone call to say thanks goes a long way. Acknowledge every single referral.
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Build Strategic Partnerships
Partnering up with businesses in related fields such as real estate agents, CPAs or mortgage brokers can be a goldmine for high-quality referrals.
How to Do It
- Make a Referral Kit: Give your partners some simple brochures and maybe even a special landing page or phone extension just for their referrals. Make it dead simple for them to send people your way.
- Team Up on Content: Write a blog post together, record a quick video discussing overlapping topics (like insurance needs for new homeowners), or host a short webinar. Share the audience.
- Scratch Their Back Too: Send your clients their way when it makes sense. Real partnerships are a two-way street, they work best when everyone wins.
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Build Micro-Communities
Don’t just start another generic Facebook Group. Get specific. Create a hyper-local group or one focused on a tiny niche.
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- Example: How about a group called “First-Time Homebuyers in [your city]”? Share weekly tips, checklists, maybe host live Q&As.
- Why It Works: People connect when they’re in the same boat. They’ll be much more receptive to an agent who’s consistently providing helpful info for free, building trust before even talking about insurance.
Success tip: Focus 100% on giving value and building relationships first. The insurance talk comes later.
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Try Modern Referral Groups
Old-school face-to-face referral groups still exist and have their place, but we have online options now to make things more efficient.
How to Do It
- Look Around: Check out platforms like Meetup, BNI, or maybe even Alignable. They each have a different feel, see what fits your style.
- Easy Scheduling: Use something like Calendly to make setting up those 1-on-1 coffee chats or quick group calls painless.
- Track It (Simply): Keep a basic pipeline in your CRM. You need to know which leads came from which group or contact, otherwise, how do you know what’s working?
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Partner for Employee Benefits
If you handle group health, life, or other employee benefits, go straight to the source and partner with local companies. This can bring in leads in bulk.
How to Do It
- Show Your Value: Don’t just pitch products. Offer to do educational workshops like “Keep Your Employees Happy: Better Benefits Can Help.” (Okay, maybe a catchier title).
- Make Enrollment Easy: Got a slick online enrollment system? Show it off! Make the HR manager’s life easier, and they’ll love you for it.
- Check In Regularly: Touch base every quarter. New hires? Plan changes? These could be chances to cross-sell other voluntary benefits. Don’t miss those opportunities.
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Build a Content Marketing Machine
Publishing helpful articles, checklists, and guides doesn’t just educate potential clients, it positions you as the local expert. In my experience, consistently creating (and updating) content is the key to success here. Make it part of the process, and it will pay off.How to Do It
- Create Valuable Resources: Write a really detailed guide on a popular topic covering all of the primary points of confusion and common objections.Be the definitive resource.
- Offer Gated Content: Create a valuable checklist or short eBook and offer it for free… in exchange for an email address (err…a lead)!
- Recycle Your Content: Turn that big blog post into several smaller social media updates, or maybe a short video script. Work smarter, not harder.
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Start a Referral Incentive Program
Sometimes, your happy clients just need a little extra nudge to send business your way. A small reward can work wonders.
How to Do It
- Be Crystal Clear: Define exactly what counts as a “referral” (e.g., they have to get a quote? buy a policy?) and spell out how the client gets rewarded if that referral becomes a client. No confusion.
- Offer Options: Think gift cards, maybe a small donation to their favorite charity in their name, or even premium credits (but definitely check your state’s rules on this first!).
- Spread the Word: Mention the program when you onboard new clients, stick it in your email signature, post about it on social media.
Make sure people know it exists!
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Use LinkedIn for Social Selling
Seriously, a solid LinkedIn profile can connect you with business owners, HR folks, and other potentially high-value prospects. Don’t sleep on LinkedIn.
How to Do It
- Consider Sales Navigator: It lets you zero in on leads by location, job title, industry, company size… it’s powerful if you’re serious about B2B.
- Share Useful Stuff: Don’t just sell. Post weekly insights relevant to your audience like anonymized claims examples, updates on new regulations, or client success stories (with permission!).
- Reach Out Smartly: Send personalized connection requests. No generic copy-pasting! Mention something specific you noticed about their profile or business. Show you did your homework.
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Make Videos for Lead Gen
Short, engaging videos are great for explaining complicated insurance stuff quickly and showing you’re a real, approachable person.
How to Do It
- Tackle FAQs: Make short videos (under 2 minutes!) answering common questions like “What’s the real difference between term and whole life insurance?”
- Show Your Human Side: Do a quick office tour, introduce your team, or walk people through how the claims process actually works.
Little personal touches build big trust. - Go Live: Use YouTube or Facebook Live for Q&A sessions. Live video produces more interaction. Bonus: Share the recording later for anyone who missed it.
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Automate Your Lead Nurturing
Getting that lead magnet (like the eBook or checklist) is great, but it’s pretty useless if you don’t follow up at the right time, in the right way. Don’t let those leads go cold!
How to Do It
- Set Up Email Sequences: Someone downloads your free guide? Don’t just leave it there. Have an automated email sequence (a “drip campaign”) ready to go. Slowly introduce your services, share some success stories, provide more value. Keep them warm.
- Use Your Chatbot (If You Have One): Program your website chatbot to ask some basic qualifying questions. Based on the answers, it could automatically send links to relevant resources or articles.
- Score Your Leads: This sounds fancy, but it can be simple. Give points for actions like opening an email, clicking a link, and visiting your website pricing page. Then, focus your actual sales calls on the leads with the highest scores as they’re likely the most interested.
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Get on Podcasts
Podcasts are great because people listen while driving, working out, doing chores… times when they can actually focus on what’s being said. It’s intimate.
How to Do It
- Pitch Yourself as a Guest: Look for local business podcasts or maybe financial advice shows. Reach out with a specific, timely topic idea, like “5 Insurance Mistakes New Homeowners Make.” Offer value to their audience.
- Start Your Own (Keep it Short!): If you launch your own podcast, aim for shorter episodes, maybe 15-30 minutes. People appreciate concise, valuable content.
- Promote Your Appearances: Whether you’re a guest or it’s your own show, share the link! Put it in your email signature, newsletter, social media. Let people know where they can listen.
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Nail Your Local SEO
Roughly 86% of consumers rely on the internet to find local businesses. I strongly suggest prioritizing this one. It’s not complicated and is a great return for the effort. Showing up in local search results is critical for insurance agencies.How to Do It
- Max Out Your Google Business Profile: Seriously, fill out every section. Add photos (office, team, happy clients?), post updates regularly. Google loves complete profiles.
- Create Location Pages: Serve multiple towns or counties? Make a dedicated page on your website for each one. Mention the town name, talk about local landmarks or needs. Helps you rank in that specific town.
- Ask for Reviews (Strategically): After you’ve really helped someone, ask them nicely for a Google or Yelp review. Those reviews are huge for local search rankings.
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Use AI Chatbots for Lead Capture
A chatbot on your website can work 24/7, engaging visitors and gently guiding them towards becoming a lead, even when you’re asleep. In fact, according to Relay’s Chatbot Report, insurance sites using chatbots see conversions jump by up to 30%.
How to Do It
- Choose a Platform: There are lots of options and the barrier to entry is getting lower every day. Tools like Intercom or Drift have AI features and are pretty user-friendly.
- Script Some Qualifying Questions: Program the bot with a simple script:
“Hi! What type of insurance are you looking for today?”
“Do you happen to have coverage already?” Get the basics. - Enable Smart Handoffs: If the chatbot identifies someone who seems like a really good fit (based on their answers), it can be programmed to directly offer to schedule a call or meeting with you right then and there.
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Email Marketing Automation
Email isn’t dead, not by a long shot. It’s personal, you can scale it, and it’s incredibly cost-effective when done right.
Stat: Litmus says brands get back an average of $36 for every $1 they spend on email marketing. That’s a crazy ROI.How to Do It
- Segment Your Lists: Don’t send the same email to everyone. Group prospects based on their interest (auto, home, life, business) so you can send way more relevant content.
- Use Behavior Triggers: Set up automation. If someone clicks a link about home insurance in one email, automatically send them a follow-up email a few days later with more specific home coverage tips or info. Smart.
- Tell Stories: Mix it up. Don’t just blast policy details. Share interesting (anonymous) claim stories, client success stories, or insights you’ve gained. Make it easy to read and scan.
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Digital Review Management
Positive online reviews serve as social proof. They are a crucial reputation and referral factor…and actively encouraging them serves as a disaster mitigation buffer in the event of a negative review.
How to Do It
- Simple Ask: After a successful claim or positive call, say: “I’d love if you could share this experience on Google or Yelp!”
- Automated Reminders: Services like BirdEye or Podium can send review requests via text/email.
- Respond to All: Say thanks for good reviews and address negative ones with empathy and an offer to talk offline.
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Local App Engagement
Platforms like Nextdoor let you connect with neighbors seeking recommendations.
- How to Use: Monitor local questions about insurance, respond with friendly tips, and invite them to message you.
- Be Community-Oriented: Offer general safety or weather preparedness tips. This builds trust organically.
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Leverage Local Press & PR Outreach
Being quoted in a local newspaper or interviewed on a local TV segment can skyrocket your credibility.
How to Do It
- Craft Timely Angles: Pitch local media a story about “storm season insurance tips” or “back-to-school insurance checklists.”
- Build a Press Kit: Have a professional headshot, a short bio, and interesting facts about your agency’s success (e.g., “Helped over 300 local families find affordable coverage”).
- Stay Available: Respond to reporter questions quickly; they’re often on tight deadlines.
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Educational Institution Partnerships
High schools, colleges, and adult learning centers often need guest speakers or educational programs.
- Approach: Offer a session on “Financial Literacy” or “Insurance Basics for College Students,” focusing on renters or health insurance.
- Visibility: Appear on the school website or in campus bulletins, reaching a fresh audience.
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Active Social Media Listening
Pay attention to conversations happening online related to insurance needs in your local area or niche. Platforms like Twitter, Facebook groups, and local forums (like Reddit) can reveal opportunities.How to Do It
- Set Up Alerts: Use tools like Google Alerts or social media monitoring software to track keywords like “[your city] home insurance,” “need life insurance advice,” or specific competitor names.
- Offer Help, Not Hard Sells: If you see someone asking a relevant question, jump in with helpful, non-salesy advice. Build credibility first. “I saw you asking about X, here’s a resource that might help…”
- Identify Pain Points: Listening reveals common frustrations or questions people have about insurance. Use this intelligence to create relevant content (blog posts, videos, FAQs).
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Intelligent Content Syndication
Syndicating your best articles to larger platforms can amplify your reach if you do it right.
How to Do It
- Choose Relevant Outlets: Industry sites, local news blogs, or Medium.
- Use Canonical Tags: Ensure the syndicated version references the original article on your site, preserving your search engine optimization (SEO) benefits.
- Embed CTAs: Link back to a free eBook or a contact form. Syndication is only effective if it drives leads back to you.
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Hybrid Insurance Seminars
Combine an in-person event with a simultaneous live stream to reach an even bigger audience.
Stat: EventMB’s Virtual Event Report shows hybrid events typically engage 5x more participants than in-person-only events.)How to Do It
- Tech Setup: A laptop, webcam, and microphone can suffice, Zoom or YouTube Live for streaming.
- Interactive Elements: Use polling software (Slido, Mentimeter) for on-site and remote Q&A.
- Follow-Up: Send a summary email, slides, and a “book an appointment” link to all attendees.
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Niche Market Specialization
Carving out a niche can really help you attract customers who value your specialized expertise. Become the go-to guy or gal and own the local market.
How to Do It
- Target a Specific Group: Classic car owners, home-based business entrepreneurs, or non-profits needing specialized liability.
- Tailored Content: Launch a monthly newsletter, blog series, or social channel addressing the niche’s concerns.
- Attend Their Events: Sponsor or speak at relevant trade shows or conferences where your niche gathers.
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Local Micro-Influencer Partnerships
Don’t think celebrities…think local personalities with loyal followings (5K–15K). I admittedly whiffed on prioritizing this one in the early days of social media. Make the effort others won’t/don’t and reap the rewards.
How to Do It
- Pick the Right Person: Real estate bloggers, restaurant reviewers, popular small-business owners.
- Collaborative Content: Sponsor an Instagram Live session on “Simplifying Home Insurance” or “Q&A About Small Business Coverage.”
- Unique Links/Codes: Provide a custom URL or discount code to track leads from the influencer’s audience.
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Testimonial & Case Study Campaigns
Real client stories resonate far more than generic sales copy.
How to Do It
- Interview Clients: Ask them about their challenges, how you helped, and the outcome (like a quick claims payout).
- Multimedia: Turn the testimonial into a short video, a written blog post, or an infographic.
- Social Proof Everywhere: Put these stories on your website, social media, and email drip campaigns.
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New Homeowner Data Mining
Targeting recent homebuyers can lead to quick wins in homeowners, umbrella, or mortgage-protection policies. This is one of my favorite high value, opportunistic lead generation methods.
How to Do It
- Public Records: Scan local county property records (often available online) for recent sales.
- Direct Mail: Send a customized “Congrats on Your New Home” letter or postcard with a personalized insurance offer.
- Added Value: Include a “New Home Safety Checklist” or “How to Save on Homeowners Insurance” tip sheet.
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Use Interactive Content Tools
People enjoy quizzes (“What kind of life insurance is right for me?”), calculators (premium savings estimator), and checklists. These aren’t just fun, they capture leads and can bring in website traffic. The technical bar is getting lower every day with AI tools.How to Do It
- Use DIY Tools: You don’t need to be a coder. Platforms like Outgrow or Typeform make building quizzes or simple calculators pretty straightforward.
- Give Instant Value: Don’t make them wait. Show the quiz results, a coverage suggestion, or a premium estimate right away. Keeps them hooked.
- Get AI Help: Feeling stuck building the tool? Ask ChatGPT or another AI to walk you through the steps or help brainstorm the questions.
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Explore Online Service Marketplaces
Platforms like Thumbtack or Bark connect consumers with service pros, including insurance agents.
How to Do It
- Optimize Your Profile: List the types of insurance you specialize in, add photos or logos, and feature reviews.
- Targeted Approach: Bid on or accept requests in the lines of insurance that are most profitable for you.
- Fast Follow-Up: Respond within minutes if possible as consumers will often reach out to multiple agents.
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Maximize Cross-Selling Opportunities
Sometimes the “new” lead is your existing client who needs additional coverage.
How to Do It
- Policy Audits: Periodically check if your auto-only clients need renters, life, or umbrella coverage.
- CRM Alerts: Automate reminders for major life events (marriage, new baby, teen driver).
- Educate, Don’t Pressure: Frame cross-selling as a convenience and coverage improvement, not a hard upsell.
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Answer Insurance Questions on Q&A Platforms
Reddit, Quora, and specialty forums are filled with real people asking insurance questions.
How to Do It
- Pick Your Channels: Subscribe to subreddits like r/Insurance or local city subreddits, or follow insurance questions on Quora.
- Be Helpful: Offer knowledgeable, jargon-free answers. Mention you’re an agent but avoid overt self-promotion.
- Include a Soft CTA: “If you ever need more personalized help, feel free to reach out on my website.”
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Local Search Advertising (with Actionable Tips)
Local pay-per-click (PPC) campaigns can position your agency right when prospects are searching.
How to Do It
- Google Local Services Ads: These can show a “Google Screened” badge, boosting credibility.
- Geotargeting: Narrow your ads to a specific radius or ZIP code.
- Ad Extensions: Add call extensions, location info, and site links that take up more space, get more attention, and make it easier to contact you.
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Remarketing Campaigns
Sometimes, when a prospect is interested but not ready to commit, remarketing ads nudge them back. Remarketing is the low hanging fruit of advertising, and in my experience one of the top options to generate leads that are both high quality and low cost.How to Do It
- Install Pixels: Place Facebook Pixel or Google Ads tag on key pages (quote forms, “About” page).
- Segment: Serve different ads to auto-insurance page visitors vs. life-insurance page visitors.
- Sequential Ads: First show an introductory ad, then follow up with testimonials or special offers if they don’t convert.
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Social Media Advertising with Direct Lead Capture
Facebook, Instagram, and LinkedIn offer built-in lead forms, reducing friction for prospective clients.
Stat: Sprout Social’s 2023 Index finds that 76% of consumers have purchased a product or service after seeing a social media post.)How to Do It
- Choose the “Lead Generation” Objective: This unlocks pre-filled forms, so users don’t have to type much. Huge conversion factor!
- Creative Matters: Feature a short video or an eye-catching graphic with a clear benefit (“Get a Free Auto Insurance Check”).
- Instant Integration: Link the forms to your CRM or email marketing software for real-time follow-up.
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Video Advertising Strategy
Combining the power of targeted ads with the engaging nature of video is the way for the video-first audience.
How to Do It
- Repurpose: Turn your best Facebook Live or recorded webinar clip into a 30-second ad.
- Clear CTA: Overlay text that says “Call now” or “Get Your Free Quote” within the first 10 seconds.
- Targeting: Use demographics (age, location) plus behavior (recent mortgage searches, etc.) to find the right audience.
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Scholarship Programs
A scholarship can be a powerful goodwill/PR tool, plus it often earns authoritative .edu backlinks for improved search exposure.
How to Do It
- Define a Theme: For instance, a “Financial Literacy” scholarship if you focus on life or disability insurance.
- Market It: List your scholarship on Fastweb, local college websites, and your agency’s blog.
- Press Release: Local newspapers or community sites may feature your scholarship if it’s a unique angle.
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Outdoor Advertising Evolution
In certain smaller markets or busy intersections, a dynamic billboard or local bus bench can still generate brand awareness.
Important: Tracking is key to understanding which placements add value.How to Do It
- Digital Billboards: Some companies let you rotate multiple ad designs or schedule ads at specific times of day.
- Keep It Simple: A big phone number, a short tagline, and an image of you or your logo is enough.
- Tracking: Use a unique phone number or memorable URL to see how many calls come from your billboard.
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Geofencing Tactics for Local Events
Geofencing allows you to draw a virtual “fence” around a location and serve targeted ads to mobile devices. I know this sounds fancy and technical, but most platforms make it super simple.
How to Do It
- Pick the Right Event: Ideal for home shows, car shows, local fairs or any place your target demographic will be.
- Time Window: Serve ads during the event and for a few days after.
- Unique Offer: Create a unique offer that will appeal to the local audience or event attendees.
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Local Sponsorships
Think local 5K runs, charity auctions, or community festivals. Make the most of it by amplifying acros social channels.How to Do It
- Tied Promotion: Hand out branded swag (water bottles, T-shirts), but also share images and event recaps online.
- Offer Consultations: Provide a laptop or tablet at your booth for on-the-spot quote requests.
- Post-Event Retargeting: If you capture emails at the event, load them into your CRM and send a follow-up.
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Automated Consultation Booking
Let warm leads schedule themselves directly on your calendar.
How to Do It
- Calendly or Acuity: Embed a scheduling widget in your email signature, website, or social media profiles.
- Multiple Meeting Types: 15-minute intro calls, 30-minute policy reviews, or 60-minute in-depth consultations.
- Boost Conversions: Agents report a significant lift in completed appointments when prospects
can pick the time that suits them best.
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Targeted Direct Mail Campaigns
Direct mail stands out precisely because most people focus on digital marketing. Rising postage costs have changed the way I approach DM, especially in smaller markets. Find out what works with digital ads and leverage the winners for highly targeted mail campaigns.
How to Do It
- Variable Data Printing: Personalize the mailer with the recipient’s name, city, or relevant coverage details.
- A/B Testing: Experiment with two different headlines or offers, then scale what works.
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Predictive Life Event Marketing
Leverage data (marriage licenses, new business registrations, baby registries) to predict upcoming insurance needs. Early bird rule.
How to Do It
- Sources: Public county records, specialized data vendors, or local announcements.
- Personalized Outreach: “Congrats on your new business! Here’s how to protect it.” or “Welcome to married life! Did you know your life insurance might be cheaper together?”
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Smart Door Knocking
Old school door knocking and modern tools can still be effective in certain neighborhoods (especially with seniors).
How to Do It
- Route Apps: Tools like SalesRabbit or SPOTIO map your route and let you note each visit.
- Leave Value Behind: A small “Home Safety Checklist” or magnet with your contact info can be a friendly calling card.
- Track Progress: Log notes about each interaction in your CRM, crucial for follow-up.
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Re-Engage Past Leads and Former Clients
Don’t ignore your “inactive” list, it’s often a goldmine of potential.
How to Do It
- Segment Smartly: Identify those who got quotes but never bought, lapsed policyholders, or ex-clients.
- Timely Check-In: Offer a policy review, highlighting new product features or better rates.
- Personal Touch: A quick phone call can reactivate interest more effectively than a mass email.
… and that about does it.
Although I really like the number 42, I’m game to update the list with any lead generation methods I might have missed.
The goal of this guide is to be the most comprehensive and extensive online resource for insurance agents looking for new ways to generate leads.
I’ve made a lot of adjustments since it was originally published and the most recent update was a drastic overhaul designed to incorporate more modern insurance lead generation techniques and make the list more actionable.
If you have anything to add, I’d be really happy if you could let me know in the comments.
Common Questions About Insurance Lead Generation
What is the fastest method to generate insurance leads?
The quickest way to start generating insurance leads is through a combined approach of paid digital advertising (Google Ads, Facebook Ads) and strategic partnerships.
According to HubSpot’s State of Marketing Report, businesses using multiple channels simultaneously generate 3x more leads than those using a single channel (source).
Which insurance lead generation methods offer the best return on investment?
According to industry data, the highest ROI typically comes from a combination of:
1. Referral programs (300-400% ROI on average)
2. Content marketing (6x higher conversion rate than other methods)
3. Email marketing automation ($42 return for every $1 spent)
4. Social media community building (5x higher retention rate)
The key is choosing methods that align with your agency’s strengths and target audience preferences.
How much should I budget for insurance lead generation?
According to the Insurance Information Institute, successful agencies typically invest 7-12% of their revenue in lead generation activities (source).
The optimal budget depends on your agency’s growth goals, current market position, target audience, geographic location and lines of insurance sold.
Pro Tip: Start with 2-3 methods and measure results before scaling your investment.
How can I measure the success of my insurance lead generation efforts?
Key metrics to track include:
- Cost per lead (CPL)
- Lead conversion rate
- Customer acquisition cost (CAC)
- Customer lifetime value (CLV)
- Return on ad spend (ROAS)
- Lead quality score
- Channel attribution
Check out our Insurance Lead ROI Calculator to help you find your ideal balance of paid and self generated leads.
Next Steps
To make the most of these insurance lead generation methods:
1. Audit Your Current Efforts
- Evaluate your existing lead generation strategies
- Identify gaps and opportunities
- Assess your technology stack
- Review your marketing budget allocation
2. Create Your Action Plan
- Choose 2-3 methods to implement first
- Set specific, measurable goals
- Establish tracking systems
- Create a 90-day implementation timeline
3. Build Your Resource Library
- Download our lead generation cheat sheet
- Review our full list of insurance agency tools and resources
- Explore our insurance lead company reviews
Great information. I will be sure to pass this information on to other agents that are in need of some inspiration to create new leads.
Very cool. Thanks for the kind words J.
42 points are generating business, tq sir
I want quality health insurance leads
Hi Hema,
Health leads are always in high demand. We go into more detail regarding generating health leads on our product lines page here: http://insuranceleadsguide.com/insurance-leads-by-line/#Health-Insurance-Leads
If you are looking to buy leads, you can find vendors that sell health leads here: http://insuranceleadsguide.com/insurance-lead-reviews/
Hope that helps!
Although I am in the Insurance industry for 20 years,
your time tested ideas seems very interesting, like going back to the drawing board.
I am definitely going to try some of them. Thanks again
Great to hear. Please let me know which methods are the most effective for you. Thanks!
I have found the information shared here more valuable then most books I have read on growing a career in insurance and financial services.
Thank you
Neil Evans
World Financial Group
Galleria Office
Houston, Texas 77027
Thank you for the tips!
Also, as an alternative, you can just buy an approach to lead providers for all kinds of sources.
Have tested out to get some insurance leads via the websites of potential users and have had quite positive results.
Absolutely. When I work with agencies, I initially focus on finding the right mix of lead generation and lead buying to match the growth plan of the agency and skillset of the team.
We cover lead vendors on our insurance lead reviews page
Hey Mike, thanks for sharing the great article. Such a great tactic to generate insurance leads,
Thanks,
jason
This is a great list!
Which of these methods is going to help me generate the most leads in a short amount of time?
Thank you J.T.! I’ve received a number of similar questions from this post and will be adding an FAQ section at the end soon. The answer to your question depends on your sales and advertising skill set and budget. That said, online PPC advertising and anything in person would be my non-personalized answer.
Thanks for sharing these great tips. Very informative ideas for beginners to grow the business instead of just buying leads.
That’s a lot of information, but this article is great!
Hi,
All the tips are very Useful.
I need quality Life Insurance leads.
Thanks! I’m glad they are helpful. For life products, I’ve found the personal and professional referral angles to be the most effective for lead generation.
Thank you! Excellent info.
42 ways to generate more leads is very informative. I’d like to find leads in the small to medium business market for Employee Benefits. where can an agent go to get quality leads?
Thank you, Mario. I’d start by clearly defining the ideal business you’d like to get in front of and focus on targeting that group. Generating high-quality leads will require some personalization and hustle. I’d start by creating a small list of my ideal high-value prospects. Do some online and offline research to seek out common connections, organizations and networking groups. If you have a mutual connection, an introduction is always the best opportunity.
You can also target medium to high-value prospects by hand-delivering a one-page letter to their office and follow that up with a phone call. Personalized cold email can also be effective.
If you are in a large market you would want to consider buying a list and sending marketing materials with a strong call to action via email, direct-mail and/or telephone.
In addition to everything above, I would take advantage of the incredible targeting opportunities available with online advertising platforms. I would suggest testing ads on Facebook and Google (at a minimum) with very tightly-defined audiences.
Great article.
I need aged leads for Wayne County, Macomb County & Oakland in Michigan.
Please let me know.
Regards
Simba
Great Post.
This was a very useful article. I have learned so many things I hadn’t thought of. Thank you so much for sharing this. I’ve been searching for a source like this for the last year.
I am a beginner in the field, and have no clue how to generate leads by cold calling. Can you help guide me, am an employee with a small broking firm, and have to generate my own leads. But have no clue how. Dont have such much contacts to start with. and the company doesnt have the bandwidth to do any campaigns as of now, i need to get some business to ask for such support.
What is the best way to approach prospective business houses for their insurance needs?
Good question, Vivek! Business prospecting is wide open compared to the consumer side with fewer telephone and email restrictions.
That said, the best approach for commercial lines is establishing personal relationships. I’d suggest exploring the potential of relationships you already have and start building goodwill with new relationships in your community. Focus on finding angles to genuinely help other businesses and people in the community asking for nothing immediate in return. Goodwill is a long game and arguably the best overall method of lead generation.
When you are prospecting commercial lines it is important that you continue to regularly follow up with potential leads. Larger businesses are typically going to check the market on their time schedule and request quotes from multiple providers. Establishing quality relationships will earn your spot on the shortlist and generate referrals as well.
This is like finding a diamond while mining for coal.
In fact, I have just stepped into the insurance industry and was looking for ways to make inroads in this field.
Thanks a lot for creating this!
Hey Bryan !
Thanks for such an amazing write-up on lead generation strategies for insurance. This was a truly resourceful article on generating more leads for insurance. The strategies which you have suggested are truly worth integrating into our marketing plan.
I also feel that generating more quality leads in a competitive marketplace requires a modern and automated approach.
Keep posting! It really helps.
Give me insurance leads
This was a really interesting read! Absolutely loved how you included different strategies varying across multiple channels like referrals and events that could be personalized by anyone and everyone. Looking forward to read more from you.
Thanks for sharing, great article!