Social Media Marketing for Insurance Agents

Are you someone who thinks social media is just a fad? Well if you, insurance agent want to grow your insurance business, you might want to reconsider when things come to insurance marketing. 

According to We Are Social there are 3.80 billion active social media users around the world.

You should use social media to grow your business. Why? Because it is one of the most effective and efficient platforms for marketing your insurance business. If not, you are missing out.

Insurance marketing through social media

According to PewResearch, millennials are expected to soon be the largest adult population in the US. Furthermore, they grew up with technology around them. Since they are the most significant user of social media, if you want to reach and sell insurance to millennials, you need to be present in the social media. 

Why is that? 

According to eMarketer90.4% of millennials use social media in the USAmong the other generations, 77.5% of Gen-X and 48.2% of baby boomers use social media as well. 

What used to be a face-to-face industry has moved online. Therefore, what worked ten years ago to find new policyholders won’t work anymore. 

Nowadays, marketing for companies is different and it will always change with time. Therefore, agents need to stay up to date with current trends. 

Before diving into how to leverage social media marketing for businesses, let’s first list the benefits of doing so: 

  • It’s cost-effective   
  • Creates brand awareness  
  • Provides a platform for fast customer service  
  • Enhances SEO for the insurance company’s website 
  • Gives insight into customer behavior 

Therefore, marketing on social media offers several benefits. If you want to become an independent agent or you want to start an independent insurance agency, having a social media presence is needed. Moreover, build your brand or marketing opportunities through social media. 

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What is Marketing for insurance

Getting started with social media for agents

Today, having a strong social media presence is a must.  Many insurance sales agents have already started using social media platforms and as a result, they have 

  • Increased their brand’s visibility,  
  • Developed new relationships, and  
  • Built trust in existing client relationships. 

    Implementing a strong insurance marketing strategy using social media


    Creating social media profiles and putting information on them is not enough. You need to develop a comprehensive insurance marketing strategy that focuses on social media platforms. However, there are a few things you need to consider while building your marketing strategy. The first of which is to: 

    Align your business objectives with your social media marketing goals

    Track meaningful metrics like website clicks, signups, engagement, and other KPIs, which are considered successful insurance marketing strategy. 

    Therefore, keep in mind that your goals must be Specific, Measurable, Attainable, Relevant, and Time-bound (SMART). 

    Know your audience

    Assumptions might not work when it comes to marketing for insurance companies.    

    However, knowing who your audiences are and what they want to see on social media is critical when it comes to marketing.      

    Just look at millennials. Their purchasing habits, financial goals, and professional journeys are very different from the prior generations. Therefore, all of which impact how they perceive purchasing insurance. KEEP THIS IN MIND! 

    Research the competition

    Agents can learn from what their competitors are doing. Engage in social listening to keep an eye on the trends and competition. Therefore, watching what your competitors are doing can give you useful insights for your own insurance marketing strategy.

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    Optimize your accounts

    Just determining what platforms to use is not enough. You need to know how to use them too.  Furthermore, a strong insurance marketing plan dictates that your profiles are consistent, up-to-date and accurate.  

    Create engaging content


    Social media marketing strategies revolve around content. Agents need to consider whether their message will best be conveyed through text, image or video. A study by Hubspot revealed that 54% of people want to see more video content from marketers. Furthermore, the study found that the four most common types of videos were testimonials, how-tos, product demos, and explainers. It follows that increasing the amount of video content will create a more appealing social media profile and thus broaden awareness of a company’s brand.   

    Similarly, you can use user-generated content like testimonials, FAQs, and hashtags when running a campaign on your social platforms. therefore, icreates a sense of credibility as it comes from real customers, thus increasing trust in your brand.

    TIP: Insurance can be fun. Your content can make it enjoyable. Use funny insurance posts to gain more engagement. 

    Don’t overdo your content.

    Set up a content calendar

    Having a plan is necessary for getting maximum results when it comes to sharing content. Content calendars help insurance agents plan the date and time they want to publish content. Accordingly, using metrics in social media is crucial. However, analyzing at what times your fans are most active, you can post your content and it will reach the maximum number of people. 

    Test, evaluate, and adjust your strategy

    In addition to helping you know what day is best to post content, analyzing data from social media is essential for evaluating your insurance marketing strategy. Using analytics programs in conjunction with social media platforms (or using the social media platforms’ internal analytics programs) helps you track your visitors and map out their behavior. Therefore, use this to re-evaluate your marketing strategy and to help you find what works and what doesn’t.  

    Insurance agents should not ignore traffic coming from their social media platforms. However, don’t make the mistake of neglecting insurance leads generated from social media. 

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    What is Marketing for insurance

    Social media listening for insurance agents

    Insurance agents must use social media listening to better connect with their audience.  

    So, what is social listening?  

    According to Hubspot, “Social listening is the monitoring of your brand’s social media channels for any customer feedback and direct mentions of your brand or discussions regarding specific keywords, topics, competitors, or industries, followed by an analysis to gain insights and act on those opportunities.” 

    If you are using social media to listen, you can get insights on:  

    • Audience and trend analysis  
    • Product and content effectiveness  
    • Competitors and their offerings       
    • Customer experience 

    Therefore, you can use these insights to make better marketing decisions.

    Insurance agents, don’t be intimidated by social media

    Don’t be overwhelmed by the idea of creating an insurance marketing strategy focusing on social media. 

    For insurance agents, engaging with a potential client online is much more efficient than doing it traditionally. Insurance agents who use social media effectively and can listen to what their customers are saying gain valuable insights into customer preference and increase brand awareness. 

    Wrapping up    


    The first step in the insurance industry is learning how to become an insurance agent. Once you are certified to sell insurance, you must know how to market yourself and social media is the place to be. 

    A strong marketing plan emphasizing the use of social media and is a must-have for insurance agents. No matter you are selling personal insurance or commercial insurance, having a social media presence is the must. Therefore, by using major social media platforms to develop relationships and engage with your audience, you build a broad social network that will help you in the long run.      

    The insurance industry is experiencing enormous digital growth. You, as an agent, can level up your insurance game by generating insurance leads through social media. Moreover, if you want to thrive as insurance agents, missing out on these platforms is not an option.    

    Therefore, start investing in effective social media marketing strategies to reach prospects and existing customers today! 

    Do you agree with what we’ve said? Leave your thoughts in the comments below!

    Learn how you can flourish as an agent after one call!

    Schedule a call right now and learn how you can ease your work, sell more, and increase your profits!

    What is Marketing for insurance

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