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How insurance agents can win more business

February 3, 2025 by ClientCircle

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What makes a prospect choose one insurance agency over another? You may be surprised to learn that customers value your communication much more than low price.

Instead of focusing your prospecting efforts on people who will price shop annually, look for prospects who value the type of next-level service your agency offers.

Here are four ways insurance agents can stand out from competitors and impress potential customers.

Find your promoters

You likely have many current customers who love working with you and would be willing to recommend you to others. Send a simple survey to identify your promoters and maintain a strong relationship with them.

Your promoters may not know anyone looking for insurance right now, but if you make them feel appreciated throughout the year, they’ll be likely to recommend you when a friend mentions they’re looking for insurance. Make your promoters feel special by mailing them handwritten cards to thank them for their loyalty or emailing them articles they may find interesting.

Many of your clients are also willing to leave you a Google review if you ask. Once you’ve identified your promoters, follow up with a quick email to see if they’d be willing to leave a review. By spacing out your review requests to clients, you’ll enjoy a steady stream of reviews and improve your search engine optimization (SEO).

And you don’t need to do all of this manually. We can help you automate these processes so they happen while you’re doing other work.

Automate your prospecting

You have plenty to do as an insurance agent, so take one thing off your list by scheduling your follow-up communications to prospects.

Different communication approaches work for different people, so try following up with your prospects via text, email or even a handwritten card. Send reminders to employees who should call prospects individually.

You can schedule all your communications and reminders ahead of time so each message is sent at the right time to individual prospects. Check out this blog to see how easy it is to set up a prospecting campaign with the Journeys relationship management tool.

Cue with web chat button example ClientCircle
This cue prompts website visitors to consider life insurance. If they want to learn more, they can click the button to start a conversation with your team. The cue will then convert to a web chat, and your team member can take over from there.

Engage your website visitors

When a prospect is on your website, prompt them to fill out a quote request form or notify them of upcoming events with a cue. Or use a cue to encourage prospects to start a web chat conversation with your team. You can decide which messages should pop up on certain pages and update the timing of any cue. Here are more examples of how you can use cues.

Handwritten loyalty card for insurance agents
Surprise your clients with a card thanking them for their loyalty.

Mail a card

People love opening their mailbox to see a handwritten card among their bills and marketing mailers. You can make prospects feel special by sending a warm, handwritten card to follow up with them. By taking a personalized approach to prospecting, you’ll stand out from competitors and show your prospects you provide the type of care and service they won’t get at other agencies. This very well may be the needed touch to inspire a prospect to choose your agency.

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*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.