Starting From Scratch: How to Get Your First Client as an Independent Agent

Starting From Scratch: How to Get Your First Client as an Independent Agent

Starting from scratch as an independent agent can be daunting, but once you put in the work, you’ll be on your way to growing a sustainable and profitable business! Here are some tips on how to get your first client as an independent agent.

Let Everyone Know You’re Looking

Tell everyone you know that you’re launching your own company, and ask if they know anyone who might be interested in your services.  If you’ve already got a strong personal network, chances are good that you can get started with your first client right away. Friends and family will become clients and also your biggest supporters. 

Use Social Media and Online Directoriespexels-photo-905163

One of your first steps should be to create a Google listing and social media profiles like Facebook Business. These sites can help you make a digital footprint that new customers will find while they’re searching for insurance. Make sure you fill out each profile completely and include up-to-date information about your business. Aside from social media, it might be worth paying a small fee to get business listings on popular directories. The more places where people can find you online, the more leads you’ll have coming in through all channels. 

Invest in Digital Marketing

An initial challenge you will face is to figure out where your audience is and how to reach them. Consider digital marketing tools like Google AdWords or Facebook Ads to target people with similar needs in a small area. In that sense, digital marketing can be more cost-effective than traditional marketing channels when you’re just getting started because it allows you to target customers specifically rather than simply rely on geography.

Be Active in Your Community

Consider getting involved in your local community, reach out to community leaders and influencers, and attend local events like charity runs or children's sports games. Doing so will give you the opportunity to share your message to a wider audience and establish yourself as a well-respected member of the community.

The best way to learn about the process of starting your agency and building a successful independent insurance business is to contact AAI. We provide tips, training, tools, and straightforward advice for our members about building a strong customer base.