6 Ways to Grow Referrals With Email Marketing for Insurance Agents

December 14, 2021
Allen Joseph

For various reasons, insurance agents and agencies underutilize email marketing for insurance agents. This is also a missed opportunity because insurance agents are well aware that the referrals from their current policyholders are some of their most simple deals to finish. So while you might be pouring money into acquiring new lead lists, distributing direct mail pieces, or even giving out branded items at local events, you already have a treasure trove of referral gold: your existing policyholders.

Even if you already use email marketing, there's a good chance you're doing it wrong. Perhaps you're just blasting emails out according to templates provided by your parent firm. Perhaps you have an automated program that sends out a happy birthday message to everyone on their birthday. Or perhaps you're just not doing it enough, or at all. Whatever the case could be, there's always room for improvement.

In a nutshell, email is a one-way direct line of communication with your current and potential clients. Some of the individuals who are thinking about buying from you right now may not be doing so, but when they are, the first name that comes to mind is most likely going on the phone. That's why email is so effective. People will assist your business development if you stay in touch with those who would offer wonderful referrals (not through annoying email spam). Be helpful, encouraging, and, most importantly, avoid selling.

Consider it this way. Every day, you receive a large number of emails to both your personal and professional addresses. A substantial amount of it is spam, so you never see it (hopefully, that isn't the case). The rest is either something you need to reply to, concerns that are relevant to your personal or professional life, or items for which you're only going to check out the first page. The remainder is stuff that might pique your interest but will most likely be trashed.

This is why you need to be cautious about what you put in your email contacts' inboxes. Here are six strategies for assisting insurance agents in promoting their businesses via email marketing:

help not sell 1536x864 1

1. Help, Not Sell

A lot of insurance agents' emails are about obtaining discounts or the advantages of "bundling" numerous policies, which aren't what people want to read after a long day at work. People want to be entertained, inspired, and informed. Try to write about things that are related to insurance but not related to selling. These are all things you should think about. What are the neighborhood rules? Where will your family be safest? How can you protect yourself and your possessions from theft or an accident? What items should go into a car emergency kit, and what should you do if you're in an accident? All of this may appear to be a daunting challenge (which it is), which is why we can help you with it.

use seasons as guide 1536x864 1

2. Use Seasons As A Guide

Along similar lines, the seasons are a great place to start when developing your email content. If it's back-to-school season, talk about discounts in your neighborhood or a smartphone app that helps you keep track of everyone. If it's winter where you live, discuss how to drive safely on ice and snow. This may also apply to holidays. Make it a point to engage with the material in new and unusual ways. Consider things that pique your interest as something other than work-related reading.

referral contest 1536x864 1

3. Run A Referral Contest Through Email

Do not abuse this option, but do reward your customers who suggest you to their friends and family. You might also consider a contest for the customer who sends in the most referrals. You may give them a cash prize or gift card for every referral they send your way to a more practical financial incentive.

referaral content on facebook 1536x864 1

4. Run The Referral Content On Facebook

Take it a step further and use your Facebook page to host it. Several applications are available on the market that forces visitors to "like" your page to participate in the contest. Send the letter to your policyholders, asking them to visit your Facebook page to enter. You may also use this opportunity to expand your social media audience and get new business referrals.

be a local expert 1536x864 1

5. Be A Local Expert

Your policyholders are most likely all located in the same metropolis where you also reside and work. Several resources are available, including free local newspapers at the supermarket, blogs, and websites dedicated to your city. Find those items and produce a monthly email that highlights 10 of the newest things going on in your region. Assist you in becoming that person people turn to each month for local happenings and information.

consistency 1 1536x864 2

6. Be Consistent

Above all, stay consistent. If you send out four emails in two months before going silent, it won't help you be top of mind regularly. Try to think of a monthly or weekly email schedule that you can maintain, even if it's something as simple as sending an email on the first day of each month.

People are inundated with content every day, and they only have so much time to devote to their professional and personal lives. Therefore, you need to be thoughtful about what you include in your email marketing to be successful. We hope this article has given you some food for thought.

Loved What You Read? Stay Inspired!

Don’t miss out on exclusive insights, tips, and updates. Sign up now and be the first to explore fresh ideas!

Recent Posts

The Only Question That Really Matters in Sales: “Are You Prospecting Enough?”

Chapter 23 Every salesperson hits a slump at some point: leads dry up, deals stall out, and the dreaded end-of-quarter panic sets in. According to Chapter 23 of Fanatical Prospecting by Jeb Blount, there’s one critical question you must ask yourself to break free from this cycle: “Are you prospecting enough?” Prospecting is the fuel […]

Read More
Eleven Words That Changed My Life: “If It Is to Be, It Is Up to Me”

Chapter 22 Sometimes, just a few simple words can completely reshape how we see the world. In Chapter 22 of Fanatical Prospecting, Jeb Blount shares eleven such words that hold the power to change careers, fortunes, and mindsets: “If it is to be, it is up to me.” This statement of personal accountability cuts through […]

Read More
Developing Mental Toughness for Fanatical Prospecting

Chapter 21  Prospecting is the lifeblood of sales success—but it can be grueling. The constant rejection, the occasional awkward conversation, and the daily grind of phone calls and emails often feel like an uphill battle. In Chapter 21 of Fanatical Prospecting, Jeb Blount highlights that what sets top performers apart is mental toughness. Their ability […]

Read More
Keeping Insurance Clients Engaged Year-Round Through Newsletters and Timely Touchpoints

In the competitive insurance industry, maintaining continuous engagement with prospects and clients is crucial. A well-crafted newsletter strategy—complemented by periodic reminders and thoughtful touchpoints—can keep your brand “in sight and in mind” all year long. This not only nurtures client relationships but also improves retention in an industry where acquiring new customers is far more […]

Read More
Evolving Personal Branding for Indian Life Insurance Agents: From Pushy Salesman to Trusted Advisor

Life insurance agents in India have long been stereotyped as aggressive policy peddlers – the kind who corner you at family gatherings or cold-call at dinner time. “In fact, most people in India buy insurance products because they have a pushy uncle who happens to be an agent or they’re trying to save on taxes,” […]

Read More
Leveraging Text Messaging: How Simple, Direct Communication Drives Prospecting Success

Chapter 20 In Chapter 20 of Fanatical Prospecting, Jeb Blount highlights one of today’s most effective but often underutilized prospecting channels: text messaging. While emails can go unread and phone calls can be screened, texts cut through the clutter with near-instant visibility. Yet, tapping into this powerful medium requires a delicate balance of brevity, relevance, […]

Read More
Copyright © 2025 Amplispot
home cog envelope graduation-hat camera-video bookmark user users phone-handset screen smartphone chart-bars diamond leaf hourglass linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram Skip to content