Building a Clientele: Tips for New Insurance Agents

 In Becoming an independent insurance agent, Tips for Independent Insurance Agents

You can have the best brand messaging for your new independent insurance agency, but if you aren’t reaching the right market, finding new clients is going to be near impossible. And when the success of your business is measured by the number of clients you have; without them, you’re just playing “insurance agent” in your living room. Which might be a fun game to play, but it isn’t going to pay your bills. If you want to make your business a reality, you need to know how to build a clientele using every tool available.

Tips to building a client base as an independent insurance agent in Colorado

What are your potential new clients are doing right now? Make sure your marketing strategy is smartphone compatible, engaging, fun, and personal.

The greatest challenge you are going to face is finding new clients

Building a loyal, trusting client base will make or break you as an independent agent. Since the industry is constantly evolving, let’s go over how to best reach out to your target clientele and make the most of every bit of marketing, cold calling, and methods of soliciting new clients.

For the younger market, gone are the days of TV and newspaper ads (what’s a newspaper?)  Gone are the days of putting flyers up at your local java hut. Your new clients have their heads buried in their smartphones, so when you go to reach out to new clients, you best make sure you brand is smartphone compatible.

Make sure your marketing tactics are smartphone compatible

As your new clients are tapping away a-mile-a-minute, clicking on this, clicking on that, all while snapchatting (yes that is a verb now,) updating their dating profiles and keeping up with breaking national and world news. You need to make sure that your online presence can keep up with the attention span of a millennial.

Your online brand messaging needs to be engaging, succinct, inclusive, and factual. Millennials want to learn something, laugh at something, be a part of something positive they can share with their closest friends, as well as feel like you invited them into your exclusive club with a virtual hug.

How to build a solid client base

Don’t get stuck using old-school marketing tools like TV ads. Get comfortable using new technology to build a client base.

Make your marketing strategy engaging and personal

Even though it’s business, you need to make the experience personal. The next generation of people who need to get their own insurance doesn’t want to deal with heartless, faceless corporations, and let’s face it; insurance companies don’t always have the best reputation. It’s is up to you, the independent insurance agent, to bring a personal, human touch and service to the insurance industry. Make your online experience something that everyone can share in and be a part of. If you can engage your clients in a discussion, you’re on your way to building a solid, trusted client base.

A great experience is worth sharing, and for every share, you are reaching potential clients.

Good luck, agents!

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