Facebook and LinkedIn are not just for socializing—they're powerful tools that the top insurance brokerage firms use strategically to attract clients.
We understand that you're busy managing your brokerage and the thought of handling social media might feel like an additional burden.
But here's the thing: you don't need to be a marketing guru or spend a fortune to make it effective. Just a few minutes a day can bring a couple of new clients to your firm.
To assist you, we have created a free list of content ideas - also, for a comprehensive action plan, please check our strategy pack for insurance brokers.
Get the content idea list made for brokers
A lot of brokerage firms manage to post engaging content on social media. Here is a free tool to to get you started.
Content that always work well for an insurance brokerage firm
We have analyzed numerous insurance brokerage firms' social media strategies while developing our strategy pack for insurance brokers - here is what consistently proves effective.
Content Type | Why It Works to Attract New Clients to Your Insurance Brokerage |
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Client Success Stories | Sharing real-life success stories of clients who have benefited from your services builds trust and demonstrates the value you provide. |
Behind-the-Scenes Videos | Showcasing your team, office environment, and daily operations helps humanize your brand and build a connection with potential clients. |
Expert Advice and Tips | Providing valuable insights and tips on insurance-related topics positions your firm as an authority in the field and attracts clients seeking knowledgeable advisors. |
Client Testimonials | Positive reviews and testimonials from satisfied clients offer social proof and encourage others to trust your services. |
Special Offers and Promotions | Announcing limited-time offers, discounts, or free consultations can attract new clients looking for deals and incentives. |
User-Generated Content | Sharing content created by clients, such as reviews or success stories, engages your audience and adds authenticity to your brand. |
Local Collaborations | Partnering with local businesses or influencers can introduce your brokerage to a broader, local audience and build community ties. |
Event Announcements | Promoting upcoming webinars, workshops, or community events can attract new clients interested in learning more about insurance. |
Seasonal and Holiday Posts | Highlighting seasonal insurance needs or holiday-related tips can attract clients looking for timely and relevant advice. |
Interactive Content | Polls, quizzes, and Q&A sessions engage followers and create a sense of community, encouraging them to reach out for your services. |
Insurance Policy Highlights | Sharing detailed information about different insurance policies can educate potential clients and help them make informed decisions. |
Behind-the-Scenes Staff Stories | Featuring stories about your team members creates a personal connection and humanizes your brand. |
Insurance Tips and Tricks | Sharing practical tips and tricks related to insurance can engage followers who are looking for expert advice. |
Sustainability Initiatives | Highlighting your firm's sustainable practices or community involvement appeals to socially conscious consumers. |
Client Spotlights | Featuring regular clients creates a sense of community and makes others want to be part of that group. |
Contests and Giveaways | Running contests and giveaways can increase engagement and attract new followers, many of whom may convert into clients. |
Some brokerage firms make 5x more profit than you!
We have studied the strategies of the best brokerage firms in the world. Replicate them now!
How can brokers make great content on social media?
What to Prioritize
You probably know it already, but having high-quality, informative content about your insurance services is essential.
Clients make decisions based on trust and clarity. Ensure your website and marketing materials are well-lit, professional, and clearly present the benefits of your services.
Also, post regularly to keep your audience informed and engaged. It doesn’t have to be daily, but find a schedule that works for you and stick to it. We have prepared a free content calendar for you.
Of course, respond to inquiries and messages quickly. People appreciate prompt interaction, and it makes them feel valued. Don’t just be another “faceless” firm.
Show the human side of your brokerage. Share behind-the-scenes photos, staff stories, and client testimonials to create a personal connection with your audience.
If you want to keep your potential clients interested, highlight any special offers, new insurance products, or industry updates. Make sure your followers know what’s new and beneficial.
Finally, share positive reviews and testimonials. Social proof is powerful and can help attract new clients.
An example of our marketing pack for brokers
What Doesn’t Matter as Much
Overly polished content does not really matter. Your posts don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to jump on every social media trend. Focus on what fits your brokerage’s “image” and what your audience values.
If you have a low budget to conduct marketing for your brokerage, don’t immediately go for paid Ads. Organic reach can still be effective with good content and engagement. You will find tons of tactics and strategies in our strategy pack for insurance brokers.
How to Do It Fast and Efficiently
First, spend a few hours once a week creating content, recording videos, and drafting posts. This way, you’re not scrambling daily.
Use Scheduling Tools - tools like Buffer or Hootsuite can schedule posts in advance, saving you time.
Repurpose and use the same content across different platforms. A blog post on your website can be a post on LinkedIn or a tweet on Twitter.
Encourage clients to share their experiences and tag your brokerage. This is what we call “User-Generated Content”. Reposting these can save you time and build community.
Use apps like Canva for quick and easy graphic design, or Lightroom for photo editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for brokerage firms on social media
Our team has curated a list of highly specific, budget-friendly content ideas tailored for insurance brokerage firms, complete with practical tips to keep costs down and effectively leverage social media.
You might want to incorporate some of these ideas in the marketing plan of your insurance brokerage firm.
Content Type | Tips to Make It More Affordable |
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Client Testimonials | Ask satisfied clients to leave a quick video testimonial on their phone. Offer a small gift card as a thank-you. |
Educational Infographics | Create simple, informative infographics about insurance topics using free tools like Canva. Share these on your social media channels. |
Behind-the-Scenes Stories | Use Instagram Stories or Facebook Live to give a real-time look at your office environment or introduce team members during slow hours. |
Client Spotlights | Highlight loyal clients with a photo and a short story about their experience with your services. Use your smartphone for quick and natural shots. |
Simple Polls and Questions | Engage followers with free Instagram or Facebook polls about their insurance needs or suggestions for new services. |
Local Event Promotions | Collaborate with local events by offering a small discount or coupon for your services. Cross-promote each other's content to reach a wider audience. |
Community Involvement Posts | Post photos and short stories about your participation in local charity events or partnerships with community organizations. |
Insurance Tips | Share practical insurance tips and advice. Create simple infographics or short videos using free tools like Canva or OpenShot. |
Staff Spotlights | Feature staff members with a casual photo and fun facts about them. Use your smartphone and a natural setting in the office. |
Simple Contests and Giveaways | Run social media contests where participants like, share, or tag friends to win a free consultation or a small gift card. Use prizes that are cost-effective. |
Client Success Stories | Share stories of how your services have helped clients. Use a mix of text and photos to make the posts engaging. |
Industry News Updates | Keep your audience informed with the latest industry news. Share articles and add your own insights to provide value. |
FAQ Videos | Film short videos answering common insurance questions. Use a smartphone and a basic tripod, and edit with free software like iMovie. |
Seasonal Insurance Tips | Highlight seasonal insurance needs and tips using natural light and your smartphone camera. Share the story behind the tips to add interest. |
Copy the tactics of the best brokerage firms in the world!
There are brokerage firms that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for brokerage firms
Investing in high-quality social media content for your insurance brokerage firm can be a game-changer. Many competitors may overlook this strategy, giving you a unique opportunity to stand out, capture attention, and build a loyal client base.
Content Type | Why It Could Attract a LOT of Clients |
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Educational Webinars | Hosting live or recorded webinars on various insurance topics can position your firm as an industry expert and attract a global audience seeking reliable information. |
Virtual Office Tours | Offering virtual 360° tours of your office, including meeting rooms and workspaces, can provide a transparent and welcoming experience, encouraging potential clients to trust your firm. |
Exclusive Policy Reviews | Creating buzz with limited-time offers for free policy reviews can generate excitement and urgency, attracting new clients who are eager to optimize their insurance coverage. |
Client Success Stories | Sharing detailed success stories of clients who have benefited from your services can create a memorable impression and encourage word-of-mouth referrals. |
Interactive Policy Simulations | Implementing interactive tools where clients can simulate different policy scenarios can enhance their understanding and attract tech-savvy customers. |
Themed Insurance Workshops | Hosting themed workshops, such as retirement planning or small business insurance, can provide a unique and immersive experience, attracting groups and special interest clients. |
Insurance Challenge Contests | Organizing contests where clients can submit their insurance success stories or challenges can create viral moments, attracting competitive and engaged participants. |
Collaborative Community Events | Partnering with local businesses or community organizations to host events can introduce your firm to new audiences and create a buzz in the community. |
Story-Driven Social Media Posts | Sharing in-depth stories about the origins of your firm, the personal journeys of your brokers, or the impact of your services can create an emotional connection with clients. |
Interactive Coverage Selection | Allowing clients to choose coverage options via social media polls can make them feel involved and eager to explore the policies they helped design. |
Eco-Friendly Initiatives | Launching and promoting eco-friendly initiatives, such as paperless policies or green office practices, can attract environmentally conscious clients and media attention. |
Mobile Consultation Services | Offering mobile consultation services at different locations or local events can expand your reach and attract new clients who may visit your main office later. |
Policy Subscription Service | Offering a subscription service where clients receive regular updates and personalized policy recommendations can create a loyal client base. |
Immersive Financial Planning Workshops | Hosting workshops where clients can learn advanced financial planning techniques from your experts can attract finance enthusiasts and create a sense of exclusivity. |
Flash Mob Insurance Consultations | Organizing flash mob consultation events in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for brokerage firms on social media
Don't waste your time and resources on these strategies. We've seen many insurance brokers make these mistakes, and they won't help you stand out from the competition or attract new clients to your brokerage firm.
Content Type | Why It Never Works for Insurance Brokers | Do This Instead |
---|---|---|
Generic Stock Photos | They lack authenticity and can make your brokerage appear unoriginal or untrustworthy. | Use real photos of your team, office, and client interactions to create a genuine connection with your audience. |
Overly Promotional Posts | Constantly pushing promotions can feel spammy and turn off followers. | Mix in engaging content like behind-the-scenes stories, client testimonials, and educational posts to keep your audience interested. |
Unrelated Content | Posting content that has nothing to do with insurance or your services confuses followers and dilutes your brand. | Keep your content focused on insurance, financial advice, industry news, and related topics to maintain relevance and interest. |
Low-Quality Videos | Poorly shot or edited videos can reflect badly on your brokerage's quality and professionalism. | Invest in basic video equipment or hire a local videographer to produce high-quality videos that showcase your expertise positively. |
Political or Controversial Posts | These can alienate parts of your audience and lead to negative backlash. | Stick to neutral, positive content that focuses on insurance, community, and your brokerage's unique offerings. |
Too Many Hashtags | Overusing hashtags can look desperate and reduce engagement by making posts look cluttered. | Use a few relevant, targeted hashtags to increase visibility without overwhelming your audience. |
Automated Replies and Messages | They can come off as impersonal and frustrate clients looking for genuine interaction. | Respond personally to comments and messages to show that you care about your clients and value their feedback. |
Overly Staged Photos | Photos that look too perfect can seem inauthentic and less relatable. | Use natural lighting and casual settings to make your photos feel more genuine and inviting. |
Constant Self-Promotion | Only talking about your brokerage can bore followers and reduce engagement. | Share user-generated content, collaborate with local businesses, and highlight community involvement to diversify your content. |
Negative or Defensive Responses | Responding poorly to criticism can damage your reputation and discourage potential clients. | Address negative feedback calmly and constructively, showing that you are willing to improve and value client input. |
Ignoring Social Media Trends | Being out of touch with current trends can make your brokerage seem outdated and unappealing. | Stay updated with social media trends and incorporate them creatively into your content strategy to keep your audience engaged and excited. |
Excessive Posting | Posting too frequently can overwhelm your followers and lead to unfollows. | Maintain a consistent but moderate posting schedule, ensuring each post adds value and keeps your audience looking forward to your updates. |
Complex or Confusing Promotions | Promotions that are hard to understand can frustrate clients and deter participation. | Offer simple, clear, and straightforward promotions that are easy for clients to grasp and engage with. |
Ignoring Comments and Messages | Not engaging with your audience can make them feel undervalued and reduce their loyalty. | Regularly respond to comments and messages to build a strong, interactive community around your brokerage. |
Make your insurance brokerage firm more profitable
We have studied the strategies of the best brokerage firms in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your insurance brokerage firm
We understand that as a small business owner, you might feel hesitant about diving into social media marketing.
The world of social media can seem foreign and filled with confusing jargon. You might believe that it's more suited for big corporations rather than small businesses like yours.
The day-to-day demands of running your business are already overwhelming, leaving little time for additional tasks like social media.
It's common to think that social media marketing is an expensive endeavor, one that your tight profit margins can't support. Plus, the sheer number of social media platforms can lead to indecision and skepticism, especially if previous efforts haven't yielded the results you hoped for.
That's why we've created a "marketing pack" specifically designed for small business owners like you.
Our pack addresses all the issues you might face, offering simple, cost-effective strategies that don't require a marketing expert or a big budget for your business. These documents are straightforward and easy to understand, cutting through the jargon and focusing on what really works for small businesses on social media.
We provide clear, actionable steps for creating engaging posts, building a loyal following, and boosting your business's visibility online.
With our social media marketing pack, you can invest in your business's growth without feeling overwhelmed or uncertain.
Your insurance brokerage firm could make more money!
Most brokers don't know how to grow their business. Let us teach you the right strategies.