How to get life insurance leads

You don’t need us to tell you that your profits depend on a constant influx of qualified leads. And you definitely don’t need us to tell you that life insurance lead generation is incredibly challenging — it’s all too easy to sink a lot of time and money into finding and connecting with your next potential customers.

The following tips can help you get the steady supply of qualified prospects that you need to build a profitable, well-established life insurance business. Using one or more of these strategies can ensure that you can always follow up with someone who’s genuinely interested in your products.

Buy life insurance leads

If you’re looking for a quick solution, lead-generation companies can do the hard work for you and sell you lists of potential customers. All you’ll likely need to provide is your zip code and the number of leads you want to buy.

It’s often best to buy only exclusive life insurance leads — if the company offers them. They’re more expensive, but you won’t be competing against other life insurance agents who’ve purchased the same list and are marketing to the same customers.

That said, there are also downsides to this option. Because you pay for the leads up front, not converting them means money down the drain. If you haven’t yet perfected your sales techniques, it might not be the best initial strategy. But if you already see high conversion rates, buying third-party leads could save you plenty of time and effort.

Build a business platform and get your own leads

If you’re looking for an ongoing lead-generation strategy that you have complete control over, then it’s often better to build your own platform and start bringing in prospects yourself.

Your platform will need to consist of a website at the very least, but developing social media pages for your business is also recommended. Think of your website as being your home base; it’s where you’ll send all your lead traffic, and it’s also a valuable marketing piece.

Hire professionals to help build your site

When designing your site, don’t skimp and try to build it yourself if you have no experience. Instead, hire a professional who can help you create a clean, appealing, and functional website. 

Your leads will need to trust you and the quality of your life insurance plans, so when your site is the first marketing material they see, it needs to be professional and trustworthy.

Make it easy to find out more about you

Consider the important information to have on your site. Your homepage should include some basic details about your services for instance, as well as why visitors should invest in life insurance and, most importantly, why they should buy it from you. 

In terms of other site pages, you might also want one that provides a broad summary of the plans that you offer. Be sure to leave off pricing details, though — instead, site visitors can request a quote, which will move them into the next phase of your marketing funnel. 

Keep your contact information prominently displayed on every page of your website so it’s as easy as possible for leads to contact you.

Make requesting quotes easy

If visitors aren’t quite ready to pick up the phone, make sure your website is ready to capture their information. One easy way to do this is through a life insurance quote form. Visitors can fill out details about their situation and the types of products they’re interested in, simultaneously qualifying them as leads and justifying the time you spend following up with them.

Jotform also offers more than 100 insurance form templates that you can edit and customize to your needs. Alternatively, you can create your own form from scratch. Once you’ve finished, you can embed it right on your website — and it can also serve as a landing page for other marketing efforts, like social media ads. 

Pairing your life insurance quote form with Jotform Tables makes it easy to automatically collect the data and organize and manage it all in one place. You’ll essentially be building your own database of leads from which you can then contact each one individually for a personalized follow-up.

Explore different marketing strategies

Once you’ve established your own platform with the ability to capture leads, it’s time to start thinking about all the different ways to drive traffic to it. You’ll need to experiment with a range of marketing techniques to determine which you prefer, and which works best for your business.

Social media marketing and online ads

To kick things off, consider social media marketing. Social media ads are somewhat user friendly, and they can be incredibly targeted based on audience demographics. 

Similarly, you might consider running paid ads on platforms like Google Ads. This is a quick and easy way to reach a large audience, but your ad messaging and target audience need to be accurate. Experiment with different ads and settings and continue adjusting your approach based on the results you see.

Content marketing and SEO

Content marketing and search engine optimization are part of a quality long-game strategy. By optimizing your website for keywords and phrases that your audience would search, you can get your site to appear higher in places like Google and Bing. 

Keep in mind, though, that there can be lots of competition and developing a solid SEO strategy will take time.

Press and speaking opportunities

Next, take a look beyond the marketing tactics that you own. For example, you might seek out opportunities to contribute to webinars and seminars that your target audience will be attending. Public speaking gigs can help establish you as a trustworthy authority in the life insurance industry. They also offer a chance to interact with and answer questions from the audience, and these opportunities are often free to participate in.

If you’re looking for additional ways to gain publicity, look for journalists who need a professional to speak about life insurance. You can sign up to be a source on sites like Qwoted, and journalists and other content creators can get in touch with you about the stories they’re covering. This can be a valuable way to get your name included in published pieces.

Networking opportunities

Networking can also help you expand your audience and connections. But you don’t necessarily need to attend in-person events with canapés and drinks — using sites like LinkedIn lets you build your professional network, and you might even be able to exchange referrals with other professionals.

You can also use social media platforms to connect directly with potential leads. Consider joining groups related to finance and life insurance topics, and then answer questions that users post. This strategy helps get your name out there, and users might be persuaded to get in touch after seeing your response.

Build your lead-generation strategy

It can take a while to perfect your lead-generation strategy, but putting time and effort into its development is an investment well spent. When you’re able to generate your own leads, you’re increasing the chances of being able to close them. It puts you in control of your business and your potential profits, positioning your organization for growth.

But don’t forget that lead generation is just the first part of the process. All those potential customers will need prompt, ideally personalized, follow-ups that turn into fruitful conversations. Developing a system that lets you track and perform these can help you make the most of the leads you’ve generated. To start building your list of prospects, check out Jotform’s quote templates and other insurance-specific forms.

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