Are you looking for ways to get clients for your insurance business?

The good news is that you can do just that with the right digital marketing strategies!

It doesn’t matter if you sell:

… Or any other type of insurance services!

Knowing how to use digital marketing to attract and retain insurance clients effectively can give your business a significant advantage in this day and age.

In fact, using the best digital marketing practices is a must to survive and thrive as an insurance agent or financial advisor.

With over 15 years of experience helping my clients from around the world generate and convert leads for their business, in the following article, I will share my tried and tested tips for how to get clients for insurance businesses using digital marketing!

Quick Summary

In case you are in a rush, here are the 8 best digital marketing tips to get clients for your insurance business

  • Know your target audience very well
  • Use the right social media platforms
  • Focus on building a relationship with your clients online
  • Generate life insurance leads by offering value
  • Run lead-generation ads on social media
  • Follow up with your leads with email marketing
  • Have a landing page
  • Make the most of ad retargeting

As with any business, clients are the lifeblood. 

However, this does not mean you have to sacrifice working with your dream clients just to get by. Check out my free masterclass to learn more about attracting your dream insurance clients.

How can I get clients as a life insurance agent?

1. Know your target audience very well

Knowng your taregt audience well

To get more insurance clients, you need to know them well. 

It’s not enough to have a general idea of who your target audience is or what they might need. You must dive deeper into their pain points, desires, and goals to truly understand how to help them.

Think about your dream clients – the ones you would love to work with and who would benefit most from your life insurance services. 

What keeps them up at night? 

What are their most pressing concerns? 

How can you solve that issue for them?

The more you can answer these questions, the better you’ll be able to create marketing strategies that speak directly to your client’s needs and desires. By tailoring your messaging and content to their specific pain points and goals, you can build trust and establish yourself as an expert in the life insurance industry.

The good news is when you know your clients well, you can create highly effective paid social media ads.

2. Use the right social media platforms

Youtube on the phone

Knowing what social media platforms your ideal clients are on will mean day and night for your insurance business.


Put simply, to win insurance clients, you need to know where they hang out the most.

With some research, you can determine which platforms your dream clients use most and then create targeted paid ads to get your brand in front of them.

For example, let’s say you want to target high-net-worth individuals. You can use Facebook, LinkedIn, or TikTok ads to create an audience and then use targeting options such as frequent flying, interests in luxury items, or wealthy zip codes to really dial into your target audience.

However, finding potential customers is just the first step.

To make sure they know who you are and what you offer, it’s essential to have a strong presence on the platforms they use most. Share valuable content, engage with your audience, and build relationships that can lead to long-term partnerships.

Check out my free masterclass if you need help determining which social media platforms to focus on in your insurance business.

With the proper knowledge and strategies, you can attract and retain your dream clients on social media and grow your business.

3. Focus on building a relationship with your clients online

Building a relationship with clients

Once you have identified your dream insurance clients, building a relationship with them and establishing trust is essential. You can do this by offering free educational content that showcases your expertise and provides solutions to their problems.

For instance, if you specialize in whole life insurance policies, you could create content marketing materials such as videos and blog posts that answer questions like “Why choose whole life insurance?” or “How much coverage do you need for your family?”

Sharing and engaging with helpful content on social media is also an effective way to build social proof and establish credibility with potential clients. By showing that you are knowledgeable and passionate about your field, you can differentiate yourself from other life insurance providers and attract the attention of your ideal clients.

Building a relationship takes time and effort, but it is essential to creating a loyal client base that will stay with you for years to come.

4. Generate life insurance leads by offering value

Free webinar

Now that you know where your potential life insurance clients are hanging out on social media and what problems they face, it’s time to start advertising to them and generating leads.

Offer free educational content showcasing your insurance expertise, such as a guide to choosing the right policy or tips for saving money on premiums.

In exchange for this valuable content, ask people to provide their names and email address so you can follow up with them in the future.

To generate leads effectively, you must be familiar with two key elements: lead-generating social media ads and landing pages.

A lead-generating social media ad is a targeted ad that prompts users to click through to a landing page, where they can provide their contact information in exchange for the free content you’re offering.

A landing page is a dedicated page on your website designed to capture leads by providing more information about the free content and highlighting the benefits of providing their contact details. Ensure your landing page is visually appealing and easy to navigate, with a clear call-to-action that encourages visitors to provide their contact information.

By utilizing lead generation tactics on social media and creating effective landing pages, you can turn your social media followers into qualified leads for your life insurance business.

5. Run lead-generation ads on social media

Paid social media ads

So, what sets a lead-generating social media ad apart from a regular ad?

The answer is simple: the goal is to capture a potential customer’s contact information. For life insurance agents, this means gathering leads of people interested in purchasing life insurance.

It may cost some money to start, but it’s a necessary investment in growing your business. You can start small, with as little as $300 a month, and then scale up as you see results.

While generating leads on social media without a landing page is possible, having one can significantly increase your chances of converting those leads into paying clients. A landing page is a standalone web page specifically designed to capture a visitor’s information, such as their name and email address.

Using a landing page with your paid ads, you can better target your ideal insurance clients and give them a clear call to action to provide their contact information. This way, you can follow up with them in the future and guide them through the life insurance purchasing process.

Check out my free masterclass to learn more about effectively targeting your ideal life insurance clients with paid ads. I’ll show you precisely what to do to get started.

6. Have a landing page

Landing page

Having a landing page for your insurance business not only looks professional but can also provide you with valuable insights into user behavior.

You can fine-tune your marketing strategy and optimize your messaging to better resonate with your target audience by tracking metrics such as conversion and bounce rates.

You can use a funnel builder such as Kartra to track your landing page analytics as seen here:

Split testing

The great news is that integrating a landing page into your social media marketing campaign is easy. Include clear calls-to-action (CTAs) in your social media content, directing potential clients to your landing page.

You don’t need to spend much money on web development services to create a landing page either!

Be sure to watch my free masterclass if you’re looking to create a landing page for your life insurance business or if you want to learn more about how to use it in your marketing strategy effectively.

7. Follow up with your leads with email marketing

Email marketing

Now that you have a list of leads interested in your business, it’s time to create an effective email marketing campaign.

With people taking more time before making a purchase decision, staying top of mind is crucial. An email marketing campaign allows you to continue engaging with prospective clients who have already shown interest in your life insurance offerings.

You can establish a deeper connection with them through personalized messaging based on where they are in the buyer’s journey.

You can educate them about the benefits of life insurance, highlight the risks of not having it, and offer them the right policy to meet their needs.

Don’t worry if this sounds like a daunting task;numerous email marketing and all-in-one marketing platforms automate the entire process. These tools allow you to set up personalized email campaigns, track customer engagement, and analyze your results, making converting leads into lifelong clients easier.

Following up can prevent your leads from losing interest after they have converted.

Consistent communication and personalized messaging can help establish trust and build lasting relationships with your clients, ensuring they remain loyal to your business for years.

8. Make the most of ad retargeting

Ad retargeting

It can be frustrating when potential insurance clients visit your website and engage with your content but don’t convert into leads. However, don’t assume that they’re not interested in your business. They might have just been distracted or busy during their visit.

This is where ad retargeting comes in.

By using retargeted ads, you can reach out to people who have already shown interest in your valuable life insurance content. You can even target those who have engaged with your content frequently but haven’t subscribed yet.

To ensure the success of your retargeting ads, it’s essential to use fresh content. You can curate new content that showcases the benefits of life insurance, highlights the risks of not having it, and offers a solution that meets their needs. You can even create a sense of urgency by emphasizing the importance of securing life insurance coverage as soon as possible.

By consistently reminding potential clients of your life insurance offerings, you increase the chances of converting them into leads and, ultimately, lifelong clients.

In Conclusion 

As marketers, we all know that getting clients is easier said than done. However, that doesn’t mean it has to be a daunting task. By honing in on the 8 tips discussed in this article, you’ll be well on your way to attracting your ideal clients for your insurance business.

Remember, success takes time. Good digital marketing is about finding the right client and showing them you can solve a problem for them in a way that resonates with your audience. So, don’t expect overnight success. Instead, strive to perfect these 8 tips and make them a part of your marketing strategy.

If you’re already implementing some of these tips and need additional help finding potential clients, watch my free masterclass for more. There, you’ll gain valuable insights and learn what it takes to execute a successful marketing campaign in greater detail.

With a little patience, perseverance, and the right strategies, you’ll be well on your way to attracting the clients of your dreams.