Does Your Marketing Have Your Agency's Best Interest?

October 30, 2018


Hello agents,

When choosing where to spend your agency’s marketing dollars, the biggest question you should ask is: will this help me write more policies? Inbound insurance leads not only help you grow your agency, they’re one of the most consistent business generators.

Let’s break down the benefits of investing in inbound insurance leads:

With inbound insurance leads, you can sit in your office, answer the phone, quote, and write business. Easily place an order for how many calls you want, the times of day you receive the calls and pause your account if you get busy or decide to spend time with family. You are in control of your sales and your schedule. You will no longer need to attend weekend and evening networking events in the potential hope of making a connection to sell one new policy.

Inbound insurance leads are 100% exclusive and will only be transferred to you and your agency. You have control over when you receive the calls and how many are sent. You will no longer need to sit by the computer and wait for leads to come to you. Gone are the days where  you will be on a long call or in a meeting, only to find that you have 5 leads waiting to be called. Hearing the words, ‘I’ve already talked with 5 agents’ will be a thing of the past.

You can buy a full range of P&C insurance leads (auto insurance leads, home insurance leads, commercial insurance leads, life insurance leads and renter/condo insurance leads). Inbound insurance leads allow you to identify what areas of business you want to focus on and buy those types of calls. You are in control of your business and can adjust the type and volume of calls you receive as often as you want.

The best part of inbound insurance leads is agents can get them from anywhere in their state. An agent is no longer restrained by geography or costs. Inbound insurance leads are sold on a pay-per-call basis and allow you to set the number of calls you receive per day. Insurance consumers no longer care where their agent is located, all they want is someone who will look out for their interests, be responsive to their calls, emails and texts and help them find the best value for their money.

The Takeaway: Inbound insurance leads help your agency write more policies, expand your opportunities to sell outside your current area, and save you time and stress in the process. If you’re ready to change up your tactics, take a look at your current marketing budget and see where you can make some positive changes.

Find your next happy customer

- Contactability

Know Your Audience: How to Sell Insurance to Millennials

September 19, 2018


Hello Agents,

Change is hard but we’ve all seen what happens when companies don’t adapt to the times (looking at you Blockbuster and Kodak). One of the biggest changes happening to the insurance industry is the generation we’re selling to. As Baby Boomers start to hit retirement, millennials are taking their place. This tech-savvy generation is different from their parents and understanding their insurance needs is critical to keeping your agency in business.

The change has already started and new companies that cater to millennials are already popping up. Let’s chat about a few ways to keep your agency relevant to this new generation:

We’ve chatted before about the benefits of using social media for your agency (see How to Brand Yourself on Social Media). But actually leveraging technology takes more finesse than just a website and Facebook page.

Millennials can have information at their hands at the click of a button. If they can’t find information on your agency, or get in contact with you quickly, they’re likely to move on to someone that will. Use technology to show your agency’s values and build personal relationships. Skip print and TV ads and switch to digital ads on social media or use Google Ads. These ads are more likely to engage a younger crowd who are used to finding their products and services online only. Another great avenue is encouraging happy customers to post reviews on your agency. Let your agency’s great work speak for itself through the words of others!


Millennials have grown up watching companies take advantage of past generations. They want to know a business is not just in it to make money, but actually cares about what they’re doing. The best thing you can do is show how you’ll add value to their lives by helping them with their insurance needs. One thing that doesn’t get talked about often is how an insurance agent can add a personal touch to their experience and actually care about what happens in their lives. The one thing you can’t get away with when working with millennials is inauthenticity. Be genuine about how your agency will solve a particular problem for them.

Selling insurance to millennials should be viewed as a long-term game. Starting simple with renters and/or car insurance is a great start for this financially strapped generation. Millennials are buying homes less, owning less cars, and getting married later in life than previous generations. This means they’re also purchasing insurance differently and may not need the typical multi-policy you’re used to creating. That doesn’t mean it won’t ever happen. Building long-term relationships is key and your agency will be the first one they turn to when they are ready to purchase home and life insurance as protection for their new family. So while you may not write a multi-policy at the beginning of your working relationship with a millennial, eventually their lives will change and they’ll be ready to trust your judgment when they are ready!

The Takeaway: updating some of your sales tactics, showing value, and starting with the basics are all great ways to sell insurance to millennials! And while we hate to put generations into boxes, our buying trends are based on how we were raised and technology has played a huge key in millennials lives. Adapting to these changing buying trends, is the only way to insure your agency sticks around.

Find your next happy customer.

- Contactability

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