If you’re reading this and you’re struggling, let me show you 7 marketing habits that can save your insurance career.
I stopped waking up wondering who to call.
Instead, every Sunday night, I’d build a “Hit List” of 25-50 people I either needed to check in with, follow up on, or flat-out prospect. Business owners, old clients, friends, referral partners, random Facebook connections — if they had a pulse, they were fair game.
Then every weekday, I committed to just 5 touches a day. Calls, DMs, emails, texts — didn’t matter. What mattered was showing up consistently. That daily habit of intentional outreach changed everything.
You don’t need 1,000 leads. You need 5-10 good conversations a day. Period.
Look, I love online tools. But when my book was dying and my confidence was shot, being seen in the real world was a game-changer.
I showed up to networking groups — not to pitch, but to serve. I introduced business owners to each other. I promoted other people on my social media. I offered to help set up booths at local events.
Within 30 days, people knew my name again. They trusted me because they saw me doing the work. If your town doesn’t know you exist, it’s no wonder your phone’s not ringing. Your best leads are probably within 10 miles of your office. Go get them.
I stopped treating Facebook like a weird family scrapbook and started treating it like my storefront.
I cleaned up my profile. Added a branded cover image. Made sure people knew what I did without me saying a word.
Then I committed to 4 types of posts every week:
One personal story that created connection
One client win or tip that created credibility
One conversation starter that created engagement
One display of my personal humor that people could relate to.
That rhythm made people stop scrolling. It gave them a reason to reach out. And little by little, the messages came in.
Stop “hiding” what you do. Be present, be human, and be helpful — the leads follow.
It’s wild how many agents sit in silence thinking everyone else has it all figured out.
Let me tell you: most don’t. But the smart ones? They find a community, ask questions, and plug into momentum.
I started showing up in agent groups, masterminds, and local meetups — not as a “know-it-all,” but as a “hungry-to-learn-it-all.” And guess what? The more I gave, the more I got back. Ideas. Referrals. Encouragement. And yep — sales.
Pride will keep you broke. Collaboration will keep you booked. May I suggest you use Insurance Soup more?
I didn’t build a drip campaign. I didn’t hire a copywriter. I opened up a blank email and started writing every Friday.
Sometimes it was a story about a client I helped. Sometimes it was a reminder about coverage. Sometimes it was just a personal update with a soft CTA.
But the habit of emailing my list weekly reminded people I existed. And every few emails, someone would reply. A lead. A referral. A quote request.
The fortune is in the follow-up — and email is your cheapest, easiest touchpoint.
I was tired of hearing “I didn’t know you did that!” every time a client went elsewhere.
So I made a simple “Ask Me About…” list that rotated weekly. One line. One product. One focus.
🟢 Ask me about coverage for Airbnb and short-term rentals.
🟢 Ask me about life insurance with living benefits.
🟢 Ask me about commercial policies for home-based businesses.
I printed it. I posted it. I emailed it. I slapped it on my Facebook cover. That tiny tweak drove more curiosity than any brochure ever did.
Confused clients don’t buy. Educated clients ask questions — and questions turn into quotes.
Here’s the mindset shift that sealed the deal.
I told myself: No more zero days.
Every day, I had to do something — however small — that moved the business forward. A call. A post. A follow-up. A quote. A thank-you card. A handwritten letter to a referral partner.
If I did at least one thing a day, the machine kept moving. If I let the days slip by, momentum vanished.
So I made a tally. A sticky note. A tracker. Whatever it took to stay accountable.
Activity creates opportunity. Even when the wins feel small, they add up fast.
If you’re reading this and thinking, “Damn, that sounds like me…” — good.
Because you’re not alone. And more importantly — you’re not stuck.
I don’t care if your pipeline is empty, your confidence is shot, or you haven’t sold a policy in weeks. You are one habit away from turning this thing around.
Start with just one of these habits. Nail it for 30 days. Then layer in the next. You’ll look up in 90 days and wonder why you didn’t start sooner.
The phone will ring again. The clients will come back. And so will your belief in yourself.
Let’s get after it.