Life Changes Don’t Come with a Heads-Up
Life doesn’t always give a heads-up—and many clients won’t either. They might move, start a business, or have a baby without ever thinking to call their insurance agent. Often, they don’t realize those changes could affect their coverage or create new needs. That’s why regular check-ins matter.
As an insurance agent, your clients have trusted you to be their advisor. You’re the expert in risk and coverage. It’s partly your responsibility to make sure that as they move through life, they’re adequately protected from evolving risks. Proactively reaching out helps you fulfill that role and it also gives you the chance to cross-sell, upsell, and strengthen the relationship before someone else does.
Email Campaigns: Your Always-On Touchpoint
Automated email campaigns are a great way to stay connected with your clients without being pushy. They allow you to offer helpful tips, check in regularly, and provide valuable reminders.
For example, you might send a friendly note like, “When was your last policy review?” or “Here are 3 signs your coverage might need an update.” These emails give your clients the information they need, so they know you’re there when they’re ready to reach out.
A current customer might respond to an email about bundling discounts by saying something like, “We currently have homeowners insurance with you. I’d like to see about bundling our auto insurance also.” Or they might reply to a message about updating coverage after life changes to let you know their child is turning 16 and will start driving soon.
Each message is a gentle nudge that can spark conversations and uncover new ways to help.
Social Media: Staying Visible in Daily Life
Social media keeps you connected with your clients, even when they’re not thinking about insurance.
By sharing content related to everyday life moments like getting married, buying a house, or welcoming a new baby, you stay in their world and remind them of the coverage they might need down the road.
Use social media to:
- Educate
- Encourage interaction
- Build familiarity
By staying visible, you ensure you’re the agent they think of when it’s time to make a change.
If You Wait, It Might Be Too Late
Life changes are unpredictable, but your communication doesn’t have to be. Agents who nurture long-term relationships are the first call after a life change, not the last option someone thinks of.
Now is the perfect time to start building your email and social media strategy. If you’re looking for expert guidance, contact us to learn more about how our email marketing and social media management services can help you stay connected and grow your business.