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5 Creative Ways to Follow Up with Your Leads

Updated: Feb 28, 2023

As an insurance agent, it's important to follow up with your leads to convert them into paying customers. Here are five creative ways to follow up with your leads.

  1. Send a personalized email: Send a personalized email to your lead to follow up on their interest. In the email, remind them of the benefits of your getting a policy with you. In addition, offer to answer any questions they may have. Some custom email templates can be found here.*

*To access the templates, simply click on the file button and make a copy. You will then be able to custome the colors, fonts, and images.


2. Personalized video message: Use personalized video messages to follow up with your insurance leads. This adds a personal touch to your follow-up and helps to build a relationship with the lead. You can use a tool like Vidyard or Loom to create videos & send them via email



3. Social media engagement: Engage with your leads on social media by commenting on their posts and sharing relevant content. This helps to build a relationship with the lead and keeps your business top of mind. Do this as your business page. You want to keep this professional and to not appear as “creepy.”


4. Send a text message: If you have the lead's phone number, sending a text message is a quick and easy way to follow up. Keep the message short and to the point, and include a call-to-action to encourage the lead to take the next step.


*Reminder: when it comes to text messages, you must ask permission to send text messages to your clients. This is very important that they have “opted- in” to receive text as it is a major violation of privacy act law. Simply have them opt on the lead form or over the phone. Examples include: “Do we have permission to text you to follow up?”


5. Personalized direct mail: Send personalized direct mail to your leads to follow up on their interest. This could include a handwritten note, a postcard, or a small gift. This adds a personal touch to your follow-up and helps to build a relationship with the lead.


Remember, this process needs to be rather quick. Typically a client is looking for insurance with a certain time frame. Think about their renewal timeline, purchasing a new car or adding a new driver. Don’t be late to the game & miss out on an opportunity. Let us know which idea you plan to implement this month. We look forward to hearing how you convert your leads.


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