10 Networking Tips for Insurance Agents

Selling insurance is as much about building relationships in the local community as it is about offering the best products. When people trust who they’re working with, they’re more likely to not only purchase insurance policies from them but also stick with them for the long term.  Networking is one of the best ways to build these relationships. It’s especially important for independent insurance agents, who don’t have the backing and support of large insurance carriers.  Below are 10 networking tips for insurance agents.

Create Networking Goals

Many people dive head-first into networking without really having a plan for what they’re going to do, how they’re going to do it, and even what, specifically, they want to get out of it. You should approach networking like any other business endeavor.  Create a plan, include measurable KPIs, and track your progress toward your goals. This will allow you to assess what is working, what is not and how you might be able to adjust to be more successful. 

Join Local Business Groups

A key to success in selling insurance is making in-roads with leaders of your local community. Business owners are very often seen as some of the most trustworthy members of the community, and their long-time customers value their opinion.  When you get to know other business owners in your community, you’re increasing your chances at gaining referrals. In addition, you’ll be learning the ropes of the community and business in general, which can only help further your agency. 


A great way to become known in your community is to volunteer. You can attend local clean-ups of parks and public places. You can volunteer at a food bank or for a local youth sports organization.  When you put yourself out there, not only are you serving a great purpose for the community, but you are engendering trust in the people around you. If people begin to recognize you, they are more likely to come to you for their insurance needs. 

‘Buy Local’

When you purchase supplies or services for your business, do your best to do it from other local companies. This helps to boost your local economy, and can also lead to great relationships with these business owners.  You can take this a step further and frequent local restaurants and bars. When you spend your money locally, other people take notice and try to return the favor. 

Attend Insurance-Specific Events

At the same time, it’s a great idea to attend insurance-related events such as seminars and trade shows. You can learn a lot when you attend these events, plus you can meet a lot of people who are in the same position as you are.  These connections could prove extremely valuable to you, as you exchange tips, ideas and maybe even collaborate on projects in the future.

Remember People’s Names

You can make a really big impression on people when you remember their names. It can be easy to forget someone’s name when you are meeting many people in a short amount of time at networking events or when you’re out and about, but this is a very important aspect of networking.  Pay attention to a person when they introduce themselves. Make eye contact and repeat their name in your head when they say it. Come up with clever ways to associate their name with their face so if you see them again, you can smile and say hello to them with their name.

Create a Strong Social Media Presence

A significant amount of networking today can, and should, happen online. This all starts by building out a strong presence on the social media platforms that make the most sense to you.  Depending on what type of insurance products you sell, and who your target audience is, this could include Facebook, Instagram, X (formerly known as Twitter), TikTok and more.   Consumers do so much research about a business online before making a purchase decision that it’s essential for you to have a strong presence there.

Create Memorable Marketing Materials

Marketing materials come in all shapes and sizes. It can be anything from a logo to a slogan to business cards. Whatever you decide to do, make it memorable.  When people leave your website or social media page, or leave a networking event with your business card in hand, you want them to remember you. Make an impression by creating memorable marketing materials.

Don’t Push Products

No matter how you’re networking, it’s important that you don’t always push your products onto people. Sales are obviously your ultimate end goal, but the people you’re networking with shouldn’t feel as though that’s all you care about.  Display empathy and compassion to people, and turn the conversation to how you can help them when it’s appropriate.

Never Stop Networking

Networking isn’t something with a start and stop time. It isn’t something that you only do in “formal” settings such as an event or get-together.  There are elements of networking that you should be doing at all times. Even when you’re talking with current clients, you can network in a way that can lead to them purchasing additional products or referring new clients to you.  If networking is always on your mind, then it’ll be easier for you to do consistently. 

Discover the Good Life

We understand that networking can be overwhelming, but it doesn’t need to be when you have the right support. At Good Life Insurance Associates, our experienced insurance sales associates are here to provide support and training for both new and experienced agents. To learn more about us, remember to explore our business support services. Or, to speak with a member of our team about your journey to becoming an independent agent, contact us today!
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