Being a new insurance agent is a thrilling experience. You are exploring your dream of helping people by providing them with the coverage they need to protect their families and property. There is just one thing: you need to get your name out there to be able to start that process. Here are the tools every new insurance agent needs to get started on assisting your customers and getting them insured.

A Website

The first tool you will need is your voice, and that is a website. A website is your advertisement to the world about who you are and what you do. Most people begin their insurance shopping online before talking to someone in person. If you do not provide a shopper with what they are looking for, they will move on to the next site and not even take the next step in contacting you.

Next, and probably more important, you want to ensure people can find you and your insurance products. This always begins with a website. You want to keep your domain as simple as you can. Do not get fancy. Simplicity is the key. Your name with ‘Insurance Services’ or the like will do. When you try and get fancy, those who do a web search for you may find your name under another agent and purchase a policy with them, and you lose sales over your bid to stand out. If you are concerned about cost, there are many sources out there where you can build a site at little to no cost other than purchasing your domain. 

A CRM Software

Within that website, you should have some sort of contact form to store the information you collect from your clients. A good Customer Relationship Manager is essential to keep up with your clients and potential customers; they are your key to success as a new insurance agent. Your CRM Software system helps you keep track of what insurance products you have sold each client and what you can offer them in the future and keep you from reoffering already sold products. You will reflect the professionalism of a well-seasoned insurance agent and assist you in gaining future clients through word of mouth from your current clientele. 

Social Media Presence

Speaking of word of mouth. This method has been fast-growing, the one true means of growing business for the new insurance agent. A social media presence is necessary in today’s technological society. We already spoke of having an up-to-date website. But social media does not end there. You need to have a plan of action to direct people to that website. There are many methods of advertisement. You find your niche and then post adverts and video clips about the insurance products you offer, then link those to your site or phone number for people to schedule an appointment with you. 

A Way to Contact

This can be a link, a contact form, or a phone number listed — any way of contacting you. These you will usually find at the bottom of a website page or post, and it will send an email to your inbox where you can reply to the sender. This will link to your CRM, and you can keep track of your potential customers.

Final Thoughts

When you are a new insurance agent, you are faced with not understanding what tools make the most sense for your growing business. Each of the above has many options, and not every tool works for every agent. The key is to find the tool that works best for you. This is why you need a digital marketing partner like Easy Insurance Pro. Our prospecting platforms for branding, lead generation, social media, SEO, and CRM capabilities, give them the tools you will require to succeed as a new insurance agent. 

Contact us today for a demo and quote!