Are you an insurance agent struggling to find new customers? Do you feel like you’re constantly spinning your wheels trying to keep up with the ever-changing landscape of digital marketing? Well, look no further than social media.
With its massive reach and targeted advertising options, social media can help you connect with potential customers, as well as build up a loyal following.
With so many platforms and strategies to choose from, getting started can be quite overwhelming. In this Social Media for Insurance Agents article, we explore the benefits of social media and provide tips for getting started.
Social Media Marketing for Insurance Agents
Social media marketing can allow you to target specific groups, share useful information with your customers and prospective customers, and communicate directly with potential clients.
This will help build trust between you and your customers and will also display your knowledge in your chosen specialty and/or insurance field.
All in all, social media marketing can be a great way for insurance agents to stay competitive, gain new customers, and build strong, lasting relationships.
Having said that, it is important to decide which social media platforms you will focus your marketing efforts on.
This is because you will likely find it difficult to provide useful content on a prolific number of platforms — particularly if you are handling your own social media marketing campaign — and you will also want to allocate more time and capital to the social media channels where your target audience is the most active.
For example, let’s have a look at a breakdown of how the largest age demographic varies between most social media platforms:
- LinkedIn — 30-39 years old (31%)
- YouTube — 25-34 (20.07%)
- TikTok — 18-24 (38.9%)
- Instagram: 18-34 (61.1%)
- Facebook — 25-34 (23.8%)
- Twitter — 25-34 (38.5%)
Did you know? One of the biggest benefits of social media marketing is that it allows you to target specific demographics. This includes different:
- Social media activities
This is important, as it can allow you to remain extremely cost-efficient by averting a situation in which you target the social media users that are inherently not going to be interested in your type of insurance services.
Note: Even though you can manage your own social media advertising for free, we recommend going with a third-party marketing agency or advertising service instead.
This is because it can be a more time-efficient approach and can also ensure that all of your posts are tailored to your target audience while at the same time are optimized for SEO purposes.
We recommend working with Arrow for all of your social media advertising needs. Arrow is an AI-based service that automates your posts (up to five a week), boosts your profile, and offers weekly reporting.
Social Media Posts for Insurance Agents
If you plan to handle your business’s social media posts independently (i.e., without any social media management tools), you will need to take some time to decide what platforms you will use, as well as what type of content your target audience will respond best to.
Even though this will ultimately be a unique experience for each insurance business — and will be highly dependent on individual brands and user audiences — we have provided a few tips and examples that will help you get started.
Facebook is a great channel for sharing informative articles about different insurance policies, as well as for emphasizing the importance of protection and security in an insurance industry setting.
All in all, you can use Facebook in order to:
- Offer tips on how to save on insurance and how to choose the right policy
- Highlight customer success stories and testimonials
- Organize Q&A sessions or Facebook Live events to engage with your audience and answer their questions
- Share images of your team members and office to personalize your brand
“Do you know the difference between whole life and term life insurance? Check out our latest blog post to learn which option is best for you and your family. [LINK] #InsuranceTips #LifeInsurance”
As an insurance agent, you can use Twitter in order to:
- Share quick facts and statistics about insurance
- Engage with customers and prospects by responding to their questions and comments
- Retweet relevant content from industry experts and/or affiliates
“Attention: Your future matters! Insurance is the safety net that keeps you protected from life’s unexpected events. Connect with our expert team today to safeguard your assets, health, and peace of mind.”
Again, whether you want to use LinkedIn — or to what extent you use the platform — will depend on the type of insurance coverage that you are selling and on whether the persons likely to buy it would be of an older age demographic.
All in all, you can use your LinkedIn social media account in order to:
- Share industry news and updates to establish yourself as a knowledgeable resource
- Connect with other professionals and participate in LinkedIn Groups to expand your social media networks
- Post job openings and share information about your insurance agency’s culture to attract potential employees
- Publish long-form articles and thought leadership pieces to demonstrate your expertise
“As the gig economy continues to grow, so does the need for specialized insurance coverage. Read our latest article on the top insurance considerations for freelancers and independent contractors. [LINK] #GigEconomy #Insurance”
Instagram can be a great resource for photo and small video content, as well as for regular updates.
This is because you will be able to:
- Share visually appealing images and graphics that showcase your services or provide helpful tips
- Create Instagram Stories or Reels that offer a behind-the-scenes look at your agency and/or that share quick insurance tips
- Utilize hashtags to reach a broader audience and participate in trending conversations
“Did you know that bundling your home and auto insurance can save you money? Contact us today to learn more about our bundle discounts! #InsuranceSavings #HomeAndAuto”
Even though YouTube videos are unlikely to be your primary source of social media marketing as an insurance agent, they will undoubtedly go a long way in making you look more trustworthy.
As an insurance agent, YouTube can be great for:
- Creating informative videos on a variety of different insurance topics which break down complex concepts
- Sharing customer testimonials in a video format
- Offering tutorials on how to navigate through insurance claims processes or on how to choose the best insurance policies
Example Video Title:
“Top 5 Tips for Choosing the Right Car Insurance Policy”
As a final note, you should keep in mind that social media marketing relies heavily on consistency. If you are planning to handle your own social media campaign, you should ensure that you invest enough time in order to regularly update your social media platforms.
You will also want to make sure that you use the right tone when writing content — this is both in relation to your brand and in relation to what you believe will resonate well with your target audience.
Finally, make sure that you are monitoring your marketing efforts’ performance via your social media channels’ measuring metrics; this will allow you to track the effect that it’s having on your social media presence.
Elevate your social media accounts’ presence with five tailored social media posts a week, strategic social boosts, and weekly reporting.
Insurance Agent Marketing Strategies
Even though social media advertising is an essential part of operating successfully as an insurance agent, there are other important marketing strategies that you will need to implement as well.
- Email Marketing
- Content Marketing
- Pay-per-Click Advertising
Email Marketing for Insurance Agents
Email marketing is a powerful tool for insurance agencies that allows them to connect with clients, nurture leads, and generate new sales.
When it comes to creating an effective email marketing campaign, we recommend including the following steps:
A Welcome Email
You will want to send a warm welcome email to your new subscribers where you introduce yourself and/or your insurance agency, as well as your team and services.
We recommend including a brief overview of the types of insurance services that you provide, and encouraging users to get in contact with you for a tailored quote (or if they have any questions).
Example Subject Line:
New Subscriber Perks: Exclusive Insurance Tips & Offers Just for You! Welcome to the [Business Name] Family!
You can also utilize your email marketing campaign in order to offer informative articles or blog posts that explain insurance concepts, debunk myths, or provide practical tips for choosing the right policy.
This will help establish your agency as a trusted resource while at the same time helping your clients make informed decisions.
Example Subject Line:
“Term vs. Whole Life Insurance: Which One Is Right for You?”
Personalized Policy Review
You can also reach out to clients with a friendly reminder which encourages them to review your policies and discuss potential updates or changes.
This can go a long way in ensuring that your current customers’ coverage remains both adequate and up-to-date.
Example Subject Line:
“Is It Time for Your Annual Insurance Policy Review?”
You may also want to leverage certain seasonal events or trends in order to promote specific policies (e.g., flood insurance during hurricane season, travel insurance during peak vacation times, etc.).
Example Subject Line:
“Summer Travel Plans? Don’t Forget Your Travel Insurance!”
Email marketing can also be a great opportunity for you to share previous customers’ success stories.
This will allow you to highlight the benefits of your services and improve your brand loyalty and recognition.
Example Subject Line:
“See How [Client Name] Saved Big with Our Bundled Insurance Options”
Tip: Remember to segment your email list based on factors such as policy types, renewal dates, and targeted audiences. This can ensure that your content is relevant and can go a long way in improving your ROI.
You will also need to monitor key email marketing metrics, such as your open and click-through rates, in order to optimize your campaigns as much as possible.
Content Marketing for Insurance Agents
Content marketing can be a great way to advertise your products and services in a subtle approach and can also be quite affordable — if you are going to be producing the content individually.
Having said that, you will need to ensure that your content is optimized from an SEO point of view; particularly if you are attempting to rank well in popular search engines (i.e., Google, etc.).
All in all, we recommend spending time making your content as unique and valuable as possible; this can go a long way in building trust with your audience and can thus indirectly boost your online sales.
Content marketing can also be a great way of advertising your affiliates through non-partisan online reviews.
Pay-per-Click Advertising for Insurance Agents
Pay-per-click (PPC) advertising is a form of marketing in which you are only charged when users actually click on your ads.
Your ads could then direct them to your online store or website, where they could make a variety of different conversions, such as:
- Requesting an online quote
- Making a purchase
- Booking a call with you or a member of your team
Since you can calculate the cost of each conversion, PPC ads are an extremely safe and measurable form of advertising.
This is because you will be able to see how many clicks (on average) it takes to generate one conversion and then determine whether the cost of the clicks was at least commensurate to the generated result.
For example, if you need $300 worth of clicks on average to generate a sale, each sale will need to amount to at least $300.
If this is the case, you can scale the amount of capital you are investing in PPC ads upwards in a relatively safe manner.
We recommend drafting a marketing plan before you begin implementing different advertising strategies. This can ensure that your marketing efforts are reflective of both: your available budget and your short and long-term goals.
Social Media for Insurance Agents FAQ
How do I use social media as an insurance agent?
As an insurance agent, you will be able to use different social media sites in order to share informative content, engage with your clients, and promote your services. You will also be able to incorporate targeted PPC campaigns, as well as measure your performance through the sites’ unique measuring metrics. Have a look at our Best Social Media Posts for Insurance Agents overview for more information.
What is the best social media to sell insurance?
There isn’t a one-size-fits-all answer; this is because the best social media platform to sell insurance will depend on your target audience (e.g., age, gender, interests, etc.). Popular choices for insurance agents include Facebook, LinkedIn, and Instagram. See our Social Media for Insurance Agents article for more information.
How do you introduce yourself as an insurance agent on social media?
When introducing yourself on social media, you will need to express your expertise and passion in relation to helping your clients find the right coverage. We also recommend mentioning your experience and credentials in order to improve your trustworthiness and legitimacy. For more information on introducing yourself to your prospective clients, have a look at our Social Media Content for Insurance Agents article.
How do I do marketing as an insurance agent?
To effectively market as an insurance agent, you will need to explore a plethora of different marketing strategies, such as PPC ads, social media advertising, and content marketing. Keep in mind that you will need to determine what platform — and type of advertising — your target audience is likely to resonate the best with. See our Insurance Agent Marketing article for more information.
Should I use a third-party agency for social media marketing?
You can; this is generally a more time-efficient approach than handling all of your posts and communications independently, and can also ensure that your posts are optimized from a user experience and SEO point of view. Alternatively, you can also work with a more affordable AI-based marketing service such as Arrow.
Do I need social media as a life insurance agent?
Yes. This is because utilizing social media is a pivotal part of marketing your services as a life insurance agent, and can go a long way in helping you build trust with your prospective customers and improving your sales. For more information, have a look at our How Do Life Insurance Companies Make Money overview.
- Best Social Media Posts for Insurance Agents
- Social Media Content for Insurance Agents
- Insurance Agent Marketing
- Insurance Agent Licensing
- How Do Life Insurance Companies Make Money
- How to Become an Insurance Agent
For all related articles, have a look at our Marketing Resources page.