Launch a Project 200: Some agencies require new agents to do a “Project 200” and come up with a list of at least 200 people you know personally who could be potential prospects. If you own an agency, why not leverage your contacts and those of your employees? This is a very popular option for agencies wanting to create a local network bolstered by their employees’ connections.

The best way to approach these Centers of Influence (COI) or referral sources is by sending a message to them stating that you saw their thread, that you are contracted with multiple carriers for cost and plan comparisons, that you have served that area for X - number of years, and include a link to your website. You should also leave your real name (since forum members often use screen names) and contact info (email address, phone number, LinkedIn profile URL, etc.) After sending the message, reply in the thread that you have “PM’ed the OP” (privately messaged the original poster) and you look forward to being a resource to them and their clients.


Earn Referrals: This is similar to the previous idea, but this one emphasizes service. To earn referrals naturally without asking for them, agents should make it a goal to provide over - the - top service to clients and people referred by their clients. If an agent can demonstrate amazing quality service, then he can amass referrals as well as online reviews, which can help bolster traffic and conversions.
Twitter: As with Facebook, you can search Twitter for phrases people would use if they were talking about insurance, like “Medicare plan,” “Medicare season,” “Obamacare,” or “premiums.” The idea is to catch someone griping on social media about an experience they had or a bill they received, and then come to their rescue and open a dialogue to see if they need any recommendations.
If an agent isn’t spending money to pay for leads (or giving up something else in exchange for them), then he’s spending time generating leads, instead. It’s no secret in the industry that when you’re starting out (or you’re in a slump), if you have more time than money and can’t afford to pay for a full pipeline of leads, then you should prospect with your time to generate leads to fill your pipeline.
"We recently had a theft of some jewelry. The suspect was a family member of the victim. I typed the information into LeadsOnline and not only did I get the jewelry back, I also had amazing evidence of the pawn transaction where the jewelry was exchanged for cash. Without LeadsOnline, we would not have been able to make an arrest or get the jewelry back to the owner. Thanks LeadsOnline!"
Develop Case Studies: It’s one thing to offer your prospects and clients options, but it’s another thing to back up recommendations with relevant, real - life examples or stories that address problems and solutions around specific insurance challenges. If you have a client who’s willing to share their experience working with you in a case study, this piece of content can also act as a testimonial to recommend your service.
Optimize Your Site for Mobile Users: Google’s search engine algorithms are starting to preclude websites that don’t cater to mobile browsers. Optimize your site for mobile browsers by using a mobile - friendly theme that’s responsive to various browsers and devices. If your theme lacks that capability, you can always use a plugin like Jetpack on WordPress site, or hire a mobile developer for a much costlier optimization. Don’t miss out on internet leads from smartphone searchers; go mobile!
Prospect Small Businesses: If you offer employee benefits or if you’re looking to sell insurance to small business owners, consider going B2B to prospect small businesses. Simply walking into a storefront and asking to meet the owner to shake their hand and introduce yourself only takes 5 minutes. The goal is to meet business owners, ask them a couple of questions pertaining to what you offer, and ask if it makes sense for you to circle back later to explore that in more detail. At the very least, you should pick up their business card and get an email address you can drip market to.
As you probably know by now, most affiliate tracking software is pretty complex to get setup! You won’t have any setup issues with LeadDyno. We designed it to be really easy to integrate with your website. Many of our E-Commerce integrations are “one-click.” For example, if you’re a Shopify store owner, you simply enter the URL of your store, give LeadDyno permission to connect with it, and you’re done. You simply do this once, and you’re ready to start rolling out links and marketing materials to your affiliates! We also provide complimentary setup help. We’re available to assist five days per week via phone, six days per week via live chat, and seven days per week via email.
For example, if you want to rank for “New York Medicare Supplement Plans,” your webpage needs to answer any questions a common visitor would have when looking for information about that topic. The page should explain what a Medicare Supplement plan is, what the options are for New Yorkers specifically, what kind of premiums they can expect to pay for different types of plans, etc. In short, you want to give them all the information they need, whether it’s on that page or in a series of blog posts that link to each other.
Include Contact Info in Header or Footer: Having your contact info clearly displayed in your website header or footer is a must. It’s a foundational piece of your website that tells visitors how to reach you. Every website should have both a local phone number and an email address listed somewhere on the header or footer of the site so that, wherever visitors go, they have the option to reach out to you easily if they have questions or want to enroll.
The best way to approach these Centers of Influence (COI) or referral sources is by sending a message to them stating that you saw their thread, that you are contracted with multiple carriers for cost and plan comparisons, that you have served that area for X - number of years, and include a link to your website. You should also leave your real name (since forum members often use screen names) and contact info (email address, phone number, LinkedIn profile URL, etc.) After sending the message, reply in the thread that you have “PM’ed the OP” (privately messaged the original poster) and you look forward to being a resource to them and their clients.
Creating a unique tracking ID for an Amazon link is easy. Simply log in to your Amazon affiliate dashboard, click “Account Settings” at the very top on the right, then click “Manage Tracking IDs”. From there you can make a new tracking ID so you can track which web page/campaign sold what.  You can learn more about using Amazon’s Tracking IDs here.
Set Exit Pop - Ups: Instead of displaying a welcome mat offer when visitors arrive at your site, you can also activate pop - ups to appear before a visitor leaves your site, or any other number of customizable triggers. Google doesn’t necessarily love these, but many digital marketers utilize them and they can be helpful in converting site visitors. SumoMe also offers customizable pop - ups to get you started capturing the attention of leads.
Send an Email Newsletter: Sign up for a free MailChimp account and hook it up to your email newsletter widget in your WordPress website. Leverage email to communicate with clients as well as prospects who haven’t become clients yet, offering valuable insights and articles that can keep you top - of - mind when one of your subscribers has a question about insurance.
Glen Shelton launched Lead Heroes in 2015 after noticing a lack of quality and service among telemarketed lead providers in the insurance industry. As president of Lead Heroes, Glen actively manages a call center with real people generating quality insurance leads. With processes designed to improve efficiency and lower costs, Glen helps maximize ROI for agents selling Final Expense life insurance and Medicare Supplements to seniors.

Create Content for Each Stage of the Buying Cycle: Not every lead will be ready to enroll right away, so address people who haven’t considered the potential implications of the problems solved by the types of insurance you sell, in addition to people who are currently comparing options, others may have recently bought a plan, and those who have had plans for a long time and never re - examined it since. Creating content for people in these different stages of the buying cycle will help built trust, provide education, and hopefully help them take action to solve any issues they’ll encounter throughout the buying cycle.
"We recently had a theft of some jewelry. The suspect was a family member of the victim. I typed the information into LeadsOnline and not only did I get the jewelry back, I also had amazing evidence of the pawn transaction where the jewelry was exchanged for cash. Without LeadsOnline, we would not have been able to make an arrest or get the jewelry back to the owner. Thanks LeadsOnline!"
Paid advertising is NOT something I recommend for those who are just getting started. With that said, it’s good to have a basic understanding of what is known as PPC or Pay-Per-Click website traffic. In short, you can use services like Google Adwords or Facebook Ads to drive traffic to your site. You pay per website visitor, but you can make a lot of money doing this. Say it costs you $1 to send a visitor to your site, but each visitor on average earns you $2 in affiliate commissions. You, my friend, have a money machine on your hands.

Unfortunately, quality of backlinks must be considered besides quantity. The harder it is to get the link, the higher the amount of traffic a site has, and the more relevant the site is to yours are some of the factors that determine what a quality backlink looks like. So, buying backlinks from Fiverr by the hundreds or thousands won’t cut it anymore. Acing SEO today requires a multi - faceted approach where you’re thoughtfully researching, writing, and promoting effective content with a keen understanding of how to use carefully selected keywords in the context of the latest search engine algorithms. Every time those algorithms shift, so must your SEO strategy.
Share Apps & Calcs: Want to be considered a resource? Share calculators and apps that help consumers. For Medicare agents, this means sharing the doc finder on Medicare.gov that tells consumers if their doctors accept assignment. Final Expense agents might share credit card calculators that show consumers how long it takes to pay off funeral expenses. The more consumers utilize these tools, the closer they are to addressing their needs by considering a new or different insurance plan from you.
Create a Pinterest Account: Although it’s not one of the top four foundational social media channels, Pinterest can supplement your marketing efforts by showcasing the pictures and infographics your business is creating, and “pinning” valuable content and ideas from other influencers. Build a following and harness leads by linking photos to your site and having call - to - action phrases embedded in the photos that inspire lead conversion.
Include an Email Signature: This is mandatory! Every agent should have an email signature that includes your name, business name, fax and phone numbers, and email. Your signature is also prime real estate to include a link to your website and, if possible, an embedded video of yourself that inspires trust and displays professionalism to the leads you email.
As you can see, you can have both a personal and a business page on each of these channels. Before you get overwhelmed and start worrying about all the work involved in maintaining a presence on all these channels, think about the big picture benefits of establishing your presence online. Not only does each channel build your personal syndication network, giving you more communities where you can share your content and connect with others, but each channel also gives you an additional backlink that will show up in the Google search results for your company’s name. So, when senior leads see your phone number show up on their caller ID and Google it, they’re going to see all the social media channels you’re on, instead of seeing a generic phone number look - up site where consumers complain about strange calls from unknown callers who don’t have a website, let alone a Facebook page. Each channel builds your online presence, which builds your online brand reputation in the eyes of prospects and clients who are looking to see how legitimate you really are.
"We recently had a theft of some jewelry. The suspect was a family member of the victim. I typed the information into LeadsOnline and not only did I get the jewelry back, I also had amazing evidence of the pawn transaction where the jewelry was exchanged for cash. Without LeadsOnline, we would not have been able to make an arrest or get the jewelry back to the owner. Thanks LeadsOnline!"
Prospect Small Businesses: If you offer employee benefits or if you’re looking to sell insurance to small business owners, consider going B2B to prospect small businesses. Simply walking into a storefront and asking to meet the owner to shake their hand and introduce yourself only takes 5 minutes. The goal is to meet business owners, ask them a couple of questions pertaining to what you offer, and ask if it makes sense for you to circle back later to explore that in more detail. At the very least, you should pick up their business card and get an email address you can drip market to.
To prove that we give you more in value, than you could ever give us in money, we provide you with MLM Training and Lead Management Systems at no extra cost. In fact, anyone can get a Free Lead Management System, which also includes a Free Phase 2 Customizable Marketing Site, and any package that has email leads gets a Free Autoresponder with Professionally written emails included. (You can even modify the autoresponder emails at any time.)
Twitter: As with Facebook, you can search Twitter for phrases people would use if they were talking about insurance, like “Medicare plan,” “Medicare season,” “Obamacare,” or “premiums.” The idea is to catch someone griping on social media about an experience they had or a bill they received, and then come to their rescue and open a dialogue to see if they need any recommendations.
Ready to take YOUR business, income and lifestyle to the next level? Since 1996, my wife Lisa and I have built numerous 6-figure even multiple six-figure income streams online using a simple 'attraction marketing' model that has never failed to profitable results. So let's hang out, connect when it makes sense and see where the road ahead takes us, shall we?
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