As an independent insurance agency, you have a significant advantage over the industry goliaths: community connections. No matter how hard they try, large insurance corporations cannot be part of a local community. You, however, have been a part of your community for decades – but are you a part of its fabric? Are you leveraging your community connection for insurance prospecting?

Leveraging Community Connections for Insurance Prospecting

There are a few ways you can get yourself known and capitalize on your place as an agent in your local community. A few examples include:

  • Pledge sponsorship. Get your name out there by supporting a local sports team, charity event, or organization. Sponsorship literally gets your name out there on event signs or team jerseys, and it also shows you have a heart for helping others. That connection resonates with potential customers who will see you as a concerned and caring advocate they can trust.

See more tips on how to engage in your local community on our blog

  • Share your expertise. Hold events at your offices to share free advice. Establish a social presence and comment on local happenings, sharing your thoughts on how to stay safe. Use these and other tactics to establish yourself as an expert and an organization that cares.
  • Stay seen. Be physically present around your community. Go to local coffee shops, bank in your community, go to church there, and say hello to customers and prospects around town. Don’t make all your conversations about business. Ask about their lives, catching up on happenings in their family and the community, to foster your relationship and show you care about them beyond their premium.
  • Get involved. Attend local events and festivals, whether as a participant or a volunteer. Showing your face at these happenings sends the message that community is important to you and your agency.

Get your agency involved and invested by joining industry groups like these

  • Ask for referrals. Though you don’t want all your conversations to be about business, at some point you do have to ask for referrals. You have a strong network to tap into in your community. When you’re talking with a happy customer, ask if they have friends or family that are in need, too.

What Community Means to SIS

Community is what we’re built upon here at SIS. Our Partner Platform agency management system is shaped, tested, and constantly improved by our community of independent agencies. We couldn’t be who we are without their influence and support.

See what it means to be an SIS partner agency by reading our client stories. Or, check out our post on what service means to us and our independent agencies.

Learn more about our Partner Platform community on partneragents.com.

Sarah Deak

Sarah Deak has been contributing to the SIS team since 2013, covering topics like agency perpetuation, workflow improvements, data security, and marketing. She has a background in small business, working with organizations to improve their online presence and client engagement. Sarah also writes for the SIS newsletters and website, and counts herself lucky to hear from our many passionate, hard-working clients for our client stories. Her favorite part about working for SIS are the dedicated, service-minded people.