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How to Succeed as an Independent Insurance Agent



Did you know there are about 36,000 independent insurance agencies in the United States?

This means you could have some stiff competition as an independent insurance agent. Even so, the role is rewarding, so working to beat out the competition is one more hurdle to cross.

You undoubtedly want to succeed in the industry and help as many people as possible get the insurance coverage they need. Continue reading to learn how you can do so.

Work on Your People Skills

No matter how many tips and tricks you learn, you will only get so far as an insurance agent without good people skills.

Salespeople are generally looked at unfavorably because of shady tactics, dishonesty, and pushiness. However, you can break the mold and put your clients’ needs first, all while displaying honesty and authenticity.

If you do this with one person, chances are they’ll refer you to friends and family members because you’ve established trust with them.


A big part of insurance sales is growing your network so you can consistently meet new people. The best way to do this is by going to networking events and meeting other professionals in your area, including other agents.

You can establish connections and explain what you have to offer people, all while learning from people doing the same thing as you successfully. This will help you learn what you need to do.

Not every agent offers the same insurance plans or works with the same insurance provider, so they aren’t all competition.

Related Article: What to Consider When Choosing a Registered Agent

Purchase Leads

If you’re having a difficult time getting leads and do work within the healthcare market, purchasing Medicare leads is a great way to get your feet off the ground, especially in the beginning.

This Medicare leads site matches local agents with people looking to get Medicare coverage so you can be sure the people you’re reaching out to need your help.

Using this site as a potential customer is just as helpful as using the site to gain leads, which is how it should be.

Be Present on Social Media

Having a website is great, but having social media as well is even better.

Social media acts as an avenue to funnel people to your website to learn more about you. If you share helpful information, position yourself as an expert, and make yourself approachable on social media, it’s a valuable tool.

Starting with Facebook and Instagram is an excellent way to reach a variety of people.

Be a Successful Independent Insurance Agent

As an independent insurance agent, you no doubt want to be successful in your field. There are various ways to ensure success, but this article highlighted a few.

These options are perfect for beginners who are just getting their foot in the door of the insurance world. Try out a few of these tips and see where they take you!

If you liked this article and would enjoy reading more business tips, tricks, and advice, please check out the rest of our site for more.

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