Struggling to get insurance leads?
You’re in the right place.
I’ll be teaching you how to generate leads for an insurance business to ensure your pipeline is always full.
It doesn’t matter what insurance niche you’re in, either.
All of the strategies you will learn ahead are evergreen and apply to every industry.
Let’s take the health insurance sector as an example.
It grew approximately $64 billion from 2009 to 2017, which means more opportunities are available for you to generate leads.
But, you have to have the right strategies in place if you want to crush it in the insurance space.
A lot of companies rely on referrals or getting their leads from external sources, which reduces control.
You always want to be fully responsible for how you acquire insurance leads because it allows you to scale your business easier and generate more revenue.
So without further adue, give these lead generation strategies a shot and enjoy getting non stop clients!
Use livechat to capture visitors
42% of consumers prefer live chat over any other method of contact.
It’s convenient, quick, and simple.
They don’t have to sit on the phone listening to elevator music or wait for an email reply.
Live chats can also be automated and built into lead generation funnels to convert users into paying customers.
Here’s how to pull this off.
Step 1: Install a live chat system on your website
Depending on which platform your website is hosted on, you will be able to install a live chat plugin or app.
I’m on WordPress, for example. There are heaps of live chat plugins like Tawk.To that are completely for free.
Presuming you’re on WordPress as well, click the “Install Now” button and “Activate” afterwards.
Step 2: Create a welcome message
When users land on your website, there should be a live chat prompt that begins the interaction.
You can create a welcome message by visiting the Tawk.To dashboard, clicking the settings button on the left sidebar, and selecting “Add Trigger.”
Set a name, delay, URL, and appointed agent for the trigger.
Craft a welcome message that entices a conversation, such as asking a question or making a relevant statement.
Step 3: Download the mobile app
Most live chat services, including Tawk.To, have a mobile app you can download to stay constantly connected to new conversations.
You will receive a notification every time someone interacts with your live chat, so you can respond ASAP.
Step 4: Have a process in place
Live chat is an insanely effective tool for generating leads, but you have to use it correctly.
You can’t just let it sit there, and expect people to hand over their credit cards.
Instead, you need to have a thorough lead generation process in place.
A basic funnel may look something like this:
- You answer any questions that users have.
- Afterwards, you offer a lead magnet, such as a free e-book, whitepaper, case study, or consultation depending on the user’s interest level.
- You collect their information, and regularly follow up until you close a deal.
Build up an email list
Did you know that 54% of marketers agree that email is the most effective and least difficult advertosomg channel?
Furthermore, 89% of marketers agree that it’s their primary method for generating leads.
My question to you is this: what’s your email marketing strategy right now?
For those that heard crickets, it’s time to change that.
Email marketing is easy to automate and set up in a way that generates your insurance business leads while you sleep.
Step 1: Choose an email marketing service
There is no shortage of email marketing tools for you to choose from.
They will help you collect emails via forms, send professional looking campaigns, and ultimately get you insurance customers.
OptionMonster is one such tool I’d recommend to achieve all of these things.
As you can see, their plans offer further amounts of technology, features, and website limits the more you spend.
You can always start with a basic plan, and upgrade when you require more resources.
Step 2: Create an opt-in form
You will need to create a form for users to sign up with if you wish to collect their information.
Look at GoDaddy.
They include a simple form and call to action in the footer of their website.
It doesn’t have to be fancy or outside of the box.
Often simplicity converts the best.
You can also include form in the sidebar of your website, as a top bar notification, or in the middle of content.
Step 3: Offer a lead magnet
Why should people give their personal information to you?
What’s in it for them?
To increase how many people sign up for your newsletter, I suggest offering free value in the form of:
Email marketing tools will allow you to attach these types of magnets to emails, and they can be fully automated.
Once a user signs up, the item will be automatically sent to their inbox.
BrightEdge does this with their whitepapers.
Interested users have to enter their personal information to download the paper.
As a rule of thumb, I suggest asking for as little info as possible to speed up the form process and to prevent resistance.
Step 4: Pitch your services, albeit gently
Remember, people signed up for your newsletter to get updates, news, and information.
Not to get advertised.
I suggest using Pareto’s principle, which is the philosophy that 80% of the results come from 20% of actions we take.
In the case of email marketing, keep 80% of your newsletters full of free value, and the remaining 20% can pitch your insurance products.
Host a seminar
Seminars and all forms of public speaking are incredible ways to build thought leadership and authority.
Don’t worry if you’re not the most savvy public speaker, either. I’ll give you some tips to maximize your performance on stage.
Step 1: Determine the seminar topic
You want to attract insurance leads, right?
Then it only makes sense to host a seminar that answers questions and relates to an insurance topic.
This will ensure that only relevant people attend the event.
I recommend using the free tool Content Row to get ideas.
Simply type in the word “insurance” or a similar phrase, and click “Get Headlines.”
Step 2: Flesh out the seminar material
With a topic in mind, it’s now time to break down how you will present the seminar.
Brainstorm different sub-topics you can speak about. For example, if you were doing a seminar on the benefits of heaving life insurance, you might cover:
- You don’t have to spend money out of pocket for health expenses
- It improves quality of life
- It offers peace of mind
Each section should be practical and useful.
You want the audience walking away knowing what to do next, and if you can tie it into your insurance products, that’s even better!
Step 3: Organize and promote the seminar
You will need a location to host the seminar, such as a banquet hall.
A quick Google search will net some halls available for rent that you can contact.
Once you have a date and location decided, you need to focus on promotion to get people attending the seminar.
Begin by announcing it on your social media accounts. You should already be active on networks like LinkedIn, Facebook, and Twitter.
Make sure to use industry and local hashtags to gain more attention.
Tell everyone you know about the event, and give yourself a good amount of time to maximize how many people show up.
Acquiring insurance leads doesn’t have to be tough.
You simply need to execute effective strategies like I’ve outlined today.
I’d suggest by beginning with implementing live chat onto your website, and building a basic funnel.
This will help capture users that come to your website, and build relationships with them.
Similarly, begin collecting emails with a tool like OptinMonster. You can share content, updates, and eventually pitch products to subscribers.
Lastly, don’t neglect networking and public speaking.
Holding a seminar will instantly make your brand appear authoritative, and allows you to connect with leads face to face.